401(k) · DOL Form 5500 · 2023

Electric Power Research Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$534M
Total assets Above avg plan size
1,176
Participants Near avg headcount
98th
Percentile by assets National rank
$454,306
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Electric Power Research Institute, Inc. 401(k) Plan · Sponsored by Electric Power Research Institute, Inc. · California · Professional & Technical Services

$534M in assets, 1,176 participants

Electric Power Research Institute, Inc.'s Electric Power Research Institute, Inc. 401(k) Plan reported $534M in total assets and 1,176 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,981 in Professional & Technical Services (20,321 peers)

Where Electric Power Research Institute, Inc. 401(k) Plan sits by assets

Electric Power Research Institute, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $534M for 1,176 participants (~$454,306/participant), up 21.2% in 2023.

#19,981
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY
5.4×
vs typical plan assets (national mean)

Electric Power Research Institute, Inc. 401(k) Plan's outsized position by total assets

Electric Power Research Institute, Inc. 401(k) Plan vs every filed plan by assets

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

$534,264,313 Top 2% higher than 98% 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

Electric Power Research Institute, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electric Power Research Institute, Inc. 401(k) Plan lands in the large band (1,176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electric Power Research Institute, Inc. 401(k) Plan reported net income rose from -$90M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Electric Power Research Institute, Inc. 401(k) Plan end-of-year assets rose from $441M in the plan year 2022 filing to $534M in the plan year 2023 filing.
  • Electric Power Research Institute, Inc. 401(k) Plan reported participants rose from 1,058 in the plan year 2022 filing to 1,176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237175375 · Electric Power Research Institute, Inc. PY 2023 · 401(k)

Electric Power Research Institute, Inc. 401(k) Plan · $534M · 1,176 · 98th

  • BOOK $534M
  • BOOK 1,176
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near The University of Phoenix, Inc. Savings and Investment Plan
  • BOOK ind #19981

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 California →

Electric Power Research Institute, Inc. 401(k) Plan in the asset neighbourhood

Gpi Hourly Savings Plan$535M401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates401(k) Profit Sharing Plan f…$535MFortrea 401(k) Plan$534MElectric Power Research Institute, Inc. 401(k) PlanElectric Power Research Inst…$534MThe University of Phoenix, Inc. Savings and Investment PlanThe University of Phoenix, I…$534M
End-of-year total assets ($M) among Electric Power Research Institute, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$441M
Net Assets (End of Year)$534M
Net Income$93M
Employer EIN237175375
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Electric Power Research Institute, Inc.)

Sponsor-wide plan assets over time

All Electric Power Research Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$605M 37.235179500463126% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $441M $605M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 1,058 $441M
2023 1 1,176 $534M
2024 1 1,263 $605M

Nearby 401(k) Plans in California

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

Electric Power Research Institute, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Electric Power Research Institute, Inc. 401(k) Plan, Total assets ($B): 0.534264313 · Participants: 1176Electric Power Research Institute, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Electric Power Research Institute, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Electric Power Research Institute, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The University of Phoenix, Inc. Savings and Investment Plan in AZ ($534M); by covered participants it is Epiroc 401(k) Plan in TX (1,176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($534M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,176 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 Electric Power Research Institute, Inc. 401(k) Plan assets move in 2023? ▼
Electric Power Research Institute, Inc. 401(k) Plan grew sharply - up 21.2% during 2023, from $441M to $534M. Reported net income was $93M.
How have Electric Power Research Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Electric Power Research Institute, Inc.'s sponsor-wide assets grew 37.2%, from $441M to $605M.
Where does Electric Power Research Institute, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Electric Power Research Institute, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Electric Power Research Institute, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The University of Phoenix, Inc. Savings and Investment Plan in AZ ($534M, 5,853 participants).
Which 401(k) plans cover a similar participant headcount to Electric Power Research Institute, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epiroc 401(k) Plan in TX (1,176 participants, $174M in assets).