401(k) · DOL Form 5500 · 2023

Efg Management Co. Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
557
Participants Below avg headcount
35th
Percentile by assets National rank
$5,269
Avg per participant Low balance/head
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Official DOL plan name: Epic Fitness Group Retirement Plan · Sponsored by Efg Management Co. Inc. · Michigan · Arts, Entertainment & Recreation

$3M in assets, 557 participants

Efg Management Co. Inc.'s Epic Fitness Group Retirement Plan reported $3M in total assets and 557 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,713 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Epic Fitness Group Retirement Plan ranks #1,713 of 2,945 2023 filers by assets (946% of the sector average)-$3M for 557 participants.

#1,713
in Arts, Entertainment & Recreation (2,945 peers)
+35.4%
assets growth YoY

Epic Fitness Group Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Epic Fitness Group Retirement Plan vs every filed plan by assets

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

$2,935,017 35th percentile higher than 35% 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

Epic Fitness Group 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. Epic Fitness Group Retirement Plan sits mid-pack in the medium band (557 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epic Fitness Group Retirement Plan reported net income rose from $314K in the plan year 2022 filing to $767K in the plan year 2023 filing.
  • Epic Fitness Group Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Epic Fitness Group Retirement Plan reported participants rose from 505 in the plan year 2022 filing to 557 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471429476 · Efg Management Co. Inc. PY 2023 · 401(k)

Epic Fitness Group Retirement Plan · $3M · 557 · 35th

  • PART $3M
  • PART 557
  • PART 35th
  • PART 401(k)
  • PART near Hermetic Switch Savings Incentive Plan
  • PART ind #1713

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 Arts, Entertainment & Recreation retirement plans → · Plans in Michigan →

Epic Fitness Group Retirement Plan in the asset neighbourhood

Epic Fitness Group Retirement PlanEpic Fitness Group Retiremen…$3MHermetic Switch Savings Incentive PlanHermetic Switch Savings Ince…$3MToolmex Industrial Solutions, Inc. 401(k) Profit Sharing Plan and TrustToolmex Industrial Solutions…$3MCo-Op 401(k) Plan$3MUda Technologies 401(k) Plan$3M
End-of-year total assets ($M) among Epic Fitness Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$767K
Employer EIN471429476
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Efg Management Co. Inc.)

Sponsor-wide plan assets over time

All Efg Management Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 80.8620087614217% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.17M $3.92M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 505 $2M
2023 1 557 $3M
2024 1 542 $4M

Nearby 401(k) Plans in Michigan

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

Epic Fitness Group Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Epic Fitness Group Retirement Plan, Total assets ($B): 0.002935017 · Participants: 557Epic Fitness Group Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Epic Fitness Group Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Epic Fitness Group Retirement Plan side-by-side with 3 peers →

Epic Fitness Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Hermetic Switch Savings Incentive Plan in OK ($3M); by covered participants it is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (557 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 Epic Fitness Group Retirement Plan assets move in 2023? ▼
Epic Fitness Group Retirement Plan surged - up 35.4% during 2023, from $2M to $3M. Reported net income was $767K.
How have Efg Management Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efg Management Co. Inc.'s sponsor-wide assets grew 80.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Epic Fitness Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hermetic Switch Savings Incentive Plan in OK ($3M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Epic Fitness Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants, $4M 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 471429476.

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.