401(k) · DOL Form 5500 · 2023
Epoch Lending, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $27,223
- Avg per participant Low balance/head
Official DOL plan name: Epoch Lending, LLC 401(k) Plan · Sponsored by Epoch Lending, LLC · Pennsylvania · Finance & Insurance
$1M in assets, 39 participants
Epoch Lending, LLC's Epoch Lending, LLC 401(k) Plan reported $1M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,388 in Finance & Insurance (8,869 peers)
2023 asset change
Epoch Lending, LLC 401(k) Plan grew sharply 15.4% in 2023 ($920K → $1M) for 39 participants.
- #1,388
- in Finance & Insurance (8,869 peers)
- +15.4%
- assets growth YoY
Epoch Lending, LLC 401(k) Plan among the smaller filed plans by assets
Epoch Lending, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,061,702 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Epoch Lending, LLC 401(k) 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. Epoch Lending, LLC 401(k) Plan is a small filing (39 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 832738856 · Epoch Lending, LLC PY 2023 · 401(k)
Epoch Lending, LLC 401(k) Plan · $1M · 39 · 24th
- EBSA $1M
- PART 39
- TYPE 24th
- NET 401(k)
- BOOK near Pcag Inc Profit-Sharing & Savings Plan
- VS-ST ind #1388
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 Pennsylvania →
Epoch Lending, LLC 401(k) Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $920K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $141K |
| Employer EIN | 832738856 |
| Plan Effective Date | 2019-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Epoch Lending, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pcag Inc Profit-Sharing & Savings Plan in MI ($1M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 39 · 0 off
- Court Street Ford Inc 401(k) Plan (IL) 39 · 0 off
- Defined Logic 401(k) Plan (NJ) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.