401(k) · DOL Form 5500 · 2023

Ep Wealth Advisors Admin, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
347
Participants Below avg headcount
84th
Percentile by assets National rank
$123,420
Avg per participant Near avg balance/head
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Official DOL plan name: Ep Wealth Advisors Admin, LLC 401(k) Plan · Sponsored by Ep Wealth Advisors Admin, LLC · California · Finance & Insurance

$43M in assets, 347 participants

Ep Wealth Advisors Admin, LLC's Ep Wealth Advisors Admin, LLC 401(k) Plan reported $43M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,672 in Finance & Insurance (8,869 peers)

Where Ep Wealth Advisors Admin, LLC 401(k) Plan sits by assets

Ep Wealth Advisors Admin, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 347 participants (~$123,420/participant), up 41.3% in 2023.

#6,672
in Finance & Insurance (8,869 peers)
+41.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ep Wealth Advisors Admin, LLC 401(k) Plan's outsized position by total assets

Ep Wealth Advisors Admin, LLC 401(k) Plan vs every filed plan by assets

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

$42,826,895 Top 16% higher than 84% 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

Ep Wealth Advisors Admin, LLC 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. Ep Wealth Advisors Admin, LLC 401(k) Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ep Wealth Advisors Admin, LLC 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Ep Wealth Advisors Admin, LLC 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Ep Wealth Advisors Admin, LLC 401(k) Plan reported participants rose from 251 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 853603123 · Ep Wealth Advisors Admin, LLC PY 2023 · 401(k)

Ep Wealth Advisors Admin, LLC 401(k) Plan · $43M · 347 · 84th

  • TYPE $43M
  • TYPE 347
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Color Intermediate 401(k) Savings Plan
  • TYPE ind #6672

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 California →

Ep Wealth Advisors Admin, LLC 401(k) Plan in the asset neighbourhood

The Juice Plus 401(k) Plan$43MEp Wealth Advisors Admin, LLC 401(k) PlanEp Wealth Advisors Admin, LL…$43MColor Intermediate 401(k) Savings PlanColor Intermediate 401(k) Sa…$43MAmerican Learning Systems Savings PlanAmerican Learning Systems Sa…$43MThe R & R Retirement Plan$43M
End-of-year total assets ($M) among Ep Wealth Advisors Admin, LLC 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)$30M
Net Assets (End of Year)$43M
Net Income$13M
Employer EIN853603123
Plan Effective Date1997-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ep Wealth Advisors Admin, LLC)

Sponsor-wide plan assets over time

All Ep Wealth Advisors Admin, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 100.48977859183368% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $30.3M $60.8M ▲ +100.5%
Year Plans Participants Total Assets
2022 1 251 $30M
2023 1 347 $43M
2024 1 392 $61M

Nearby 401(k) Plans in California

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

Ep Wealth Advisors Admin, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ep Wealth Advisors Admin, LLC 401(k) Plan, Total assets ($B): 0.042826895 · Participants: 347Ep Wealth Advisors Admin, LLC 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
Ep Wealth Advisors Admin, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ep Wealth Advisors Admin, LLC 401(k) Plan side-by-side with 3 peers →

Ep Wealth Advisors Admin, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Color Intermediate 401(k) Savings Plan in PA ($43M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Ep Wealth Advisors Admin, LLC 401(k) Plan assets move in 2023? ▼
Ep Wealth Advisors Admin, LLC 401(k) Plan surged - up 41.3% during 2023, from $30M to $43M. Reported net income was $13M.
How have Ep Wealth Advisors Admin, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ep Wealth Advisors Admin, LLC's sponsor-wide assets grew 100.5%, from $30M to $61M.
Where does Ep Wealth Advisors Admin, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ep Wealth Advisors Admin, LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ep Wealth Advisors Admin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Color Intermediate 401(k) Savings Plan in PA ($43M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Ep Wealth Advisors Admin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants, $16M 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 853603123.

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.