401(k) · DOL Form 5500 · 2023

Van Epps LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
20
Participants Small participant base
64th
Percentile by assets National rank
$658,470
Avg per participant High balance/head
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Official DOL plan name: James H Van Epps 401(k)Profit Sharing Plan · Sponsored by Van Epps LLC · Georgia · Finance & Insurance

$13M in assets, 20 participants

Van Epps LLC's James H Van Epps 401(k)Profit Sharing Plan reported $13M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,397 in Finance & Insurance (8,869 peers)

Van Epps LLC multi-year trail

Van Epps LLC's plans moved +46.6% in assets from 2022 to 2024; this filing shows James H Van Epps 401(k)Profit Sharing Plan at $13M / 20 participants.

#4,397
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY

James H Van Epps 401(k)Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

James H Van Epps 401(k)Profit Sharing Plan vs every filed plan by assets

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

$13,169,393 Top 36% higher than 64% 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

James H Van Epps 401(k)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. James H Van Epps 401(k)Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James H Van Epps 401(k)Profit Sharing Plan reported net income rose from -$866K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • James H Van Epps 401(k)Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • James H Van Epps 401(k)Profit Sharing Plan reported participants rose from 18 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 256722055 · Van Epps LLC PY 2023 · 401(k)

James H Van Epps 401(k)Profit Sharing Plan · $13M · 20 · 64th

  • ASSETS $13M
  • ASSETS 20
  • ASSETS 64th
  • ASSETS 401(k)
  • ASSETS near Medford Wellington, Inc. 401(k) and Profit Sharing Plan
  • ASSETS ind #4397

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 Finance & Insurance retirement plans → · Plans in Georgia →

James H Van Epps 401(k)Profit Sharing Plan in the asset neighbourhood

James H Van Epps 401(k)Profit Sharing PlanJames H Van Epps 401(k)Profi…$13MMedford Wellington, Inc. 401(k) and Profit Sharing PlanMedford Wellington, Inc. 401…$13MCollege Entrance Examination Board Retirement Plan for Puerto Rico EmployeesCollege Entrance Examination…$13MTexas Institute for Surgery, LLP 401(k) PlanTexas Institute for Surgery,…$13MCapstan Incorporated Tax Favored Savings & Investment PlanCapstan Incorporated Tax Fav…$13M
End-of-year total assets ($M) among James H Van Epps 401(k)Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Van Epps LLC multi-year asset trail

Sponsor-wide plan assets over time

All Van Epps LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.59569148251488% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.8M $15.8M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 18 $11M
2023 1 20 $13M
2024 1 21 $16M

Van Epps LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN256722055
Plan Effective Date1989-12-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

James H Van Epps 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants James H Van Epps 401(k)Profit Sharing Plan, Total assets ($B): 0.013169393 · Participants: 20James H Van Epps 401(k)Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
James H Van Epps 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare James H Van Epps 401(k)Profit Sharing Plan side-by-side with 3 peers →

James H Van Epps 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Medford Wellington, Inc. 401(k) and Profit Sharing Plan in MA ($13M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 James H Van Epps 401(k)Profit Sharing Plan assets move in 2023? ▼
James H Van Epps 401(k)Profit Sharing Plan grew sharply - up 22.0% during 2023, from $11M to $13M. Reported net income was $2M.
How have Van Epps LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Epps LLC's sponsor-wide assets grew 46.6%, from $11M to $16M.
Which 401(k) plans are similar in size to James H Van Epps 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medford Wellington, Inc. 401(k) and Profit Sharing Plan in MA ($13M, 127 participants).
Which 401(k) plans cover a similar participant headcount to James H Van Epps 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 256722055.

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.