401(k) · DOL Form 5500 · 2023

Epsilon, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
349
Participants Below avg headcount
48th
Percentile by assets National rank
$17,582
Avg per participant Low balance/head
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Official DOL plan name: Epsilon, Inc. 401(k) Plan · Sponsored by Epsilon, Inc. · North Carolina · Professional & Technical Services

$6M in assets, 349 participants

Epsilon, Inc.'s Epsilon, Inc. 401(k) Plan reported $6M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,467 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Epsilon, Inc. 401(k) Plan covers 349 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#9,467
in Professional & Technical Services (20,321 peers)
+53.9%
assets growth YoY

Epsilon, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Epsilon, Inc. 401(k) Plan vs every filed plan by assets

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

$6,136,166 48th percentile higher than 48% 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, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epsilon, Inc. 401(k) Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epsilon, Inc. 401(k) Plan reported net income rose from $176K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Epsilon, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Epsilon, Inc. 401(k) Plan reported participants rose from 285 in the plan year 2022 filing to 349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300524186 · Epsilon, Inc. PY 2023 · 401(k)

Epsilon, Inc. 401(k) Plan · $6M · 349 · 48th

  • 5500 $6M
  • 5500 349
  • 5500 48th
  • 5500 401(k)
  • 5500 near Crl Associates, Inc. Profit Sharing 401(k) Plan & Trust
  • 5500 ind #9467

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 North Carolina →

Epsilon, Inc. 401(k) Plan in the asset neighbourhood

Epsilon, Inc. 401(k) Plan$6MCrl Associates, Inc. Profit Sharing 401(k) Plan & TrustCrl Associates, Inc. Profit …$6MLynch Consultants, LLC 401(k) Psp & TrustLynch Consultants, LLC 401(k…$6MStellae International Inc 401(k) PlanStellae International Inc 40…$6MStandfast Group, LLC 401(k) Profit Sharing PlanStandfast Group, LLC 401(k) …$6M
End-of-year total assets ($M) among Epsilon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN300524186
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epsilon, Inc.)

Sponsor-wide plan assets over time

All Epsilon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 144.45734608212467% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $3.99M $9.75M ▲ +144.4%
Year Plans Participants Total Assets
2022 1 285 $4M
2023 1 349 $6M
2024 1 400 $10M

Nearby 401(k) Plans in North Carolina

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

Epsilon, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Epsilon, Inc. 401(k) Plan, Total assets ($B): 0.006136166 · Participants: 349Epsilon, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Epsilon, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Epsilon, Inc. 401(k) Plan side-by-side with 3 peers →

Epsilon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Crl Associates, Inc. Profit Sharing 401(k) Plan & Trust in CO ($6M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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, Inc. 401(k) Plan assets move in 2023? ▼
Epsilon, Inc. 401(k) Plan surged - up 53.9% during 2023, from $4M to $6M. Reported net income was $2M.
How have Epsilon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epsilon, Inc.'s sponsor-wide assets grew 144.5%, from $4M to $10M.
Which 401(k) plans are similar in size to Epsilon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crl Associates, Inc. Profit Sharing 401(k) Plan & Trust in CO ($6M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Epsilon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 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 300524186.

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.