401(k) · DOL Form 5500 · 2023

Epoch Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
950
Participants Near avg headcount
69th
Percentile by assets National rank
$17,519
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epoch Senior Living 401(k) Plan · Sponsored by Epoch Senior Living, LLC · Massachusetts · Healthcare & Social Assistance

$17M in assets, 950 participants

Epoch Senior Living, LLC's Epoch Senior Living 401(k) Plan reported $17M in total assets and 950 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,086 in Healthcare & Social Assistance (17,684 peers)

Epoch Senior Living, LLC multi-year trail

Epoch Senior Living, LLC's plans moved +39.2% in assets from 2022 to 2024; this filing shows Epoch Senior Living 401(k) Plan at $17M / 950 participants.

#13,086
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY

Epoch Senior Living 401(k) Plan's outsized position by total assets

Epoch Senior Living 401(k) Plan vs every filed plan by assets

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

$16,643,103 Top 31% higher than 69% 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

Epoch Senior Living 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. Epoch Senior Living 401(k) Plan sits mid-pack in the medium band (950 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epoch Senior Living 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Epoch Senior Living 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Epoch Senior Living 401(k) Plan reported participants rose from 878 in the plan year 2022 filing to 950 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208907071 · Epoch Senior Living, LLC PY 2023 · 401(k)

Epoch Senior Living 401(k) Plan · $17M · 950 · 69th

  • PART $17M
  • TYPE 950
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Galati Yacht Sales, LLC 401(k) Plan
  • BOY ind #13086

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 Massachusetts →

Epoch Senior Living 401(k) Plan in the asset neighbourhood

Epoch Senior Living 401(k) PlanEpoch Senior Living 401(k) P…$17MGalati Yacht Sales, LLC 401(k) PlanGalati Yacht Sales, LLC 401(…$17MSummit Group, LLC 401(k) Plan$17MCivil Air Patrol Employees Savings TrustCivil Air Patrol Employees S…$17MU.S. Silver-Idaho, Inc. 401(k) PlanU.S. Silver-Idaho, Inc. 401(…$17M
End-of-year total assets ($M) among Epoch Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Epoch Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Epoch Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.1752181825882% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $19.2M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 878 $14M
2023 1 950 $17M
2024 1 1,161 $19M

Epoch Senior Living, LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN208907071
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Epoch Senior Living 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Epoch Senior Living 401(k) Plan, Total assets ($B): 0.016643103 · Participants: 950Epoch Senior Living 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Epoch Senior Living 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Epoch Senior Living 401(k) Plan side-by-side with 3 peers →

Epoch Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Galati Yacht Sales, LLC 401(k) Plan in FL ($17M); by covered participants it is Roy Jorgensen Associates, Inc. Retirement Plan in MD (950 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (950 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 Epoch Senior Living 401(k) Plan assets move in 2023? ▼
Epoch Senior Living 401(k) Plan grew sharply - up 20.7% during 2023, from $14M to $17M. Reported net income was $3M.
How have Epoch Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epoch Senior Living, LLC's sponsor-wide assets grew 39.2%, from $14M to $19M.
Which 401(k) plans are similar in size to Epoch Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Galati Yacht Sales, LLC 401(k) Plan in FL ($17M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Epoch Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roy Jorgensen Associates, Inc. Retirement Plan in MD (950 participants, $32M 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 208907071.

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.