401(k) · DOL Form 5500 · 2023

Epiphany Business Services, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
784
Participants Near avg headcount
78th
Percentile by assets National rank
$36,173
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epiphany Business Services, LLC Profit Sharing Plan and Trust · Sponsored by Epiphany Business Services, LLC · Texas · Healthcare & Social Assistance

$28M in assets, 784 participants

Epiphany Business Services, LLC's Epiphany Business Services, LLC Profit Sharing Plan and Trust reported $28M in total assets and 784 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,452 in Healthcare & Social Assistance (17,684 peers)

Where Epiphany Business Services, LLC Profit Sharing Plan and Trust sits by assets

Epiphany Business Services, LLC Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 784 participants (~$36,173/participant), up 51.9% in 2023.

#14,452
in Healthcare & Social Assistance (17,684 peers)
+51.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Epiphany Business Services, LLC Profit Sharing Plan and Trust's outsized position by total assets

Epiphany Business Services, LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,359,965 Top 22% higher than 78% 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

Epiphany Business Services, LLC Profit Sharing Plan and Trust 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. Epiphany Business Services, LLC Profit Sharing Plan and Trust sits mid-pack in the medium band (784 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epiphany Business Services, LLC Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Epiphany Business Services, LLC Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Epiphany Business Services, LLC Profit Sharing Plan and Trust reported participants rose from 661 in the plan year 2022 filing to 784 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471304706 · Epiphany Business Services, LLC PY 2023 · 401(k)

Epiphany Business Services, LLC Profit Sharing Plan and Trust · $28M · 784 · 78th

  • EOY $28M
  • EOY 784
  • EOY 78th
  • EOY 401(k)
  • EOY near Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & Trust
  • EOY ind #14452

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Epiphany Business Services, LLC Profit Sharing Plan and Trust in the asset neighbourhood

Epiphany Business Services, LLC Profit Sharing Plan and TrustEpiphany Business Services, …$28MKampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & TrustKampgrounds of America, Inc.…$28MAir T, Inc. 401(k) Retirement PlanAir T, Inc. 401(k) Retiremen…$28MSmp Automotive Systems Employee 401(k) PlanSmp Automotive Systems Emplo…$28MThe Law Offices of Peter G. Angelos 401(k) PlanThe Law Offices of Peter G. …$28M
End-of-year total assets ($M) among Epiphany Business Services, LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$28M
Net Income$10M
Employer EIN471304706
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epiphany Business Services, LLC)

Sponsor-wide plan assets over time

All Epiphany Business Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 102.25555659556554% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.7M $37.8M ▲ +102.3%
Year Plans Participants Total Assets
2022 1 661 $19M
2023 1 784 $28M
2024 1 869 $38M

Nearby 401(k) Plans in Texas

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

Epiphany Business Services, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Epiphany Business Services, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.028359965 · Participants: 784Epiphany Business Services, LLC Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Epiphany Business Services, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Epiphany Business Services, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Epiphany Business Services, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & Trust in MT ($28M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (784 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (784 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 Epiphany Business Services, LLC Profit Sharing Plan and Trust assets move in 2023? ▼
Epiphany Business Services, LLC Profit Sharing Plan and Trust surged - up 51.9% during 2023, from $19M to $28M. Reported net income was $10M.
How have Epiphany Business Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epiphany Business Services, LLC's sponsor-wide assets grew 102.3%, from $19M to $38M.
Where does Epiphany Business Services, LLC Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Epiphany Business Services, LLC Profit Sharing Plan and Trust ranks in the 78th 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 Epiphany Business Services, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & Trust in MT ($28M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Epiphany Business Services, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (784 participants, $1M 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 471304706.

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.