401(k) · DOL Form 5500 · 2023

Epsilon Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
89
Participants Small participant base
73rd
Percentile by assets National rank
$234,399
Avg per participant Above avg balance/head
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Official DOL plan name: Epsilon Associates Inc 401(k) and Profit Sharing Plan · Sponsored by Epsilon Associates, Inc. · Massachusetts · Professional & Technical Services

$21M in assets, 89 participants

Epsilon Associates, Inc.'s Epsilon Associates Inc 401(k) and Profit Sharing Plan reported $21M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,904 in Professional & Technical Services (20,321 peers)

Epsilon Associates, Inc. multi-year trail

Epsilon Associates, Inc.'s plans moved +32.6% in assets from 2022 to 2024; this filing shows Epsilon Associates Inc 401(k) and Profit Sharing Plan at $21M / 89 participants.

#14,904
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY

Epsilon Associates Inc 401(k) and Profit Sharing Plan's outsized position by total assets

Epsilon Associates Inc 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,861,534 Top 27% higher than 73% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Epsilon Associates Inc 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epsilon Associates Inc 401(k) and Profit Sharing Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epsilon Associates Inc 401(k) and Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Epsilon Associates Inc 401(k) and Profit Sharing Plan reported participants rose from 63 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Epsilon Associates Inc 401(k) and Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043350756 · Epsilon Associates, Inc. PY 2023 · 401(k)

Epsilon Associates Inc 401(k) and Profit Sharing Plan · $21M · 89 · 73rd

  • SCH $21M
  • EBSA 89
  • PART 73rd
  • TYPE 401(k)
  • NET near Svs Vision, Inc. Non-Union Employees 401 K Profit Sharing Plan and Trust
  • BOOK ind #14904

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →

Epsilon Associates Inc 401(k) and Profit Sharing Plan in the asset neighbourhood

Epsilon Associates Inc 401(k) and Profit Sharing PlanEpsilon Associates Inc 401(k…$21MSvs Vision, Inc. Non-Union Employees 401 K Profit Sharing Plan and TrustSvs Vision, Inc. Non-Union E…$21MHayden Power Group 401(k) Profit Sharing PlanHayden Power Group 401(k) Pr…$21MAtlas Die, LLC 401(k) Retirement Savings PlanAtlas Die, LLC 401(k) Retire…$21MState Bar of Arizona 401(k) PlanState Bar of Arizona 401(k) …$21M
End-of-year total assets ($M) among Epsilon Associates Inc 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Epsilon Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Epsilon Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 32.58929136890211% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19M $25.1M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 63 $19M
2023 1 89 $21M
2024 1 75 $25M

Epsilon Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN043350756
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Epsilon Associates Inc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Epsilon Associates Inc 401(k) and Profit Sharing Plan, Total assets ($B): 0.020861534 · Participants: 89Epsilon Associates Inc 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Epsilon Associates Inc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Epsilon Associates Inc 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Epsilon Associates Inc 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Svs Vision, Inc. Non-Union Employees 401 K Profit Sharing Plan and Trust in MI ($21M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Epsilon Associates Inc 401(k) and Profit Sharing Plan assets move in 2023? ▼
Epsilon Associates Inc 401(k) and Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $19M to $21M. Reported net income was $2M.
How have Epsilon Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epsilon Associates, Inc.'s sponsor-wide assets grew 32.6%, from $19M to $25M.
Which 401(k) plans are similar in size to Epsilon Associates Inc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Svs Vision, Inc. Non-Union Employees 401 K Profit Sharing Plan and Trust in MI ($21M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Epsilon Associates Inc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043350756.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.