401(k) · DOL Form 5500 · 2023

Epes Logistics Services, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
245
Participants Below avg headcount
57th
Percentile by assets National rank
$37,751
Avg per participant Low balance/head
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Official DOL plan name: Epes Logistics Services 401(k) Retirement Plan · Sponsored by Epes Logistics Services, Inc · North Carolina · Transportation & Warehousing

$9M in assets, 245 participants

Epes Logistics Services, Inc's Epes Logistics Services 401(k) Retirement Plan reported $9M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,935 in Transportation & Warehousing (3,362 peers)

Coverage in North Carolina

Epes Logistics Services 401(k) Retirement Plan covers 245 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#1,935
in Transportation & Warehousing (3,362 peers)
+14.1%
assets growth YoY

Epes Logistics Services 401(k) Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Epes Logistics Services 401(k) Retirement Plan vs every filed plan by assets

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

$9,249,041 Top 43% higher than 57% 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

Epes Logistics Services 401(k) Retirement 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. Epes Logistics Services 401(k) Retirement Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epes Logistics Services 401(k) Retirement Plan reported net income rose from -$446K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Epes Logistics Services 401(k) Retirement Plan reported participants rose from 193 in the plan year 2022 filing to 245 in the plan year 2023 filing.
  • Epes Logistics Services 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561647161 · Epes Logistics Services, Inc PY 2023 · 401(k)

Epes Logistics Services 401(k) Retirement Plan · $9M · 245 · 57th

  • SCH $9M
  • SCH 245
  • SCH 57th
  • SCH 401(k)
  • SCH near Stephens Distributing 401(k) Profit Sharing Plan
  • SCH ind #1935

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Epes Logistics Services 401(k) Retirement Plan in the asset neighbourhood

Epes Logistics Services 401(k) Retirement PlanEpes Logistics Services 401(…$9MStephens Distributing 401(k) Profit Sharing PlanStephens Distributing 401(k)…$9MPmc 401(k) Retirement Plan$9MTgg Limited Partnership 401(k) Retirement Plan and TrustTgg Limited Partnership 401(…$9MCoosa Valley Credit Union Retirement Savings PlanCoosa Valley Credit Union Re…$9M
End-of-year total assets ($M) among Epes Logistics Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN561647161
Plan Effective Date2018-08-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Epes Logistics Services, Inc)

Sponsor-wide plan assets over time

All Epes Logistics Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.49840723788998% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.11M $10.8M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 193 $8M
2023 1 245 $9M
2024 1 181 $11M

Nearby 401(k) Plans in North Carolina

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

Epes Logistics Services 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Epes Logistics Services 401(k) Retirement Plan, Total assets ($B): 0.009249041 · Participants: 245Epes Logistics Services 401(k) Retirement 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
Epes Logistics Services 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Epes Logistics Services 401(k) Retirement Plan side-by-side with 3 peers →

Epes Logistics Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Stephens Distributing 401(k) Profit Sharing Plan in FL ($9M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Epes Logistics Services 401(k) Retirement Plan assets move in 2023? ▼
Epes Logistics Services 401(k) Retirement Plan grew at a solid clip - up 14.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have Epes Logistics Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epes Logistics Services, Inc's sponsor-wide assets grew 33.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Epes Logistics Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stephens Distributing 401(k) Profit Sharing Plan in FL ($9M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Epes Logistics Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 561647161.

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.