401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$534M
Total assets: 1,176
Participants: 98th
Percentile by assets: $454,306
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$534M
total plan assets (2023 EOY): 1,176
covered participants: 98th
percentile by assets (of 127,072 plans): $454,306
avg assets per participant

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 →

State

California

Industry

Professional & Technical Services

Electric Power Research Institute, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Electric Power Research Institute, Inc. 401(k) Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$441M
Net Assets (End of Year)	$534M
Net Income	$93M
Employer EIN	237175375
Plan Effective Date	2009-11-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Electric Power Research Institute, Inc. plans on file

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

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Electric Power Research Institute, Inc. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Electric Power Research Institute, Inc. 401(k) Plan by total assets, not by location.

The University of Phoenix, Inc. Savings and Investment Plan (AZ) $534M · 5,853
Fortrea 401(k) Plan (NC) $534M · 4,116
401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates (WA) $535M · 3,829
Gpi Hourly Savings Plan (GA) $535M · 6,117

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).

Next read for Electric Power Research Institute, Inc. …

Scale reading

Ways to act on Electric Power Research Institute, Inc. 401(k) Plan's numbers.

By total assets, Electric Power Research Institute, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Electric Power Research Institute, Inc.'s sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 237175375.