401(k) · DOL Form 5500 · 2023
Document Technologies, LLC 401(k) Plan
Data updated 2026-08-25
- $268M
- Total assets Near avg plan size
- 6,371
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $42,011
- Avg per participant Low balance/head
Official DOL plan name: Epiq 401(k) Retirement Plan · Sponsored by Document Technologies, LLC · Georgia · Professional & Technical Services
$268M in assets, 6,371 participants
Document Technologies, LLC's Epiq 401(k) Retirement Plan reported $268M in total assets and 6,371 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,694 in Professional & Technical Services (20,321 peers)
Coverage in Georgia
Epiq 401(k) Retirement Plan covers 6,371 participants in Georgia, 5.8x the typical Georgia plan (state average ~1,096 per filing). Assets: $268M.
- #19,694
- in Professional & Technical Services (20,321 peers)
- +26.1%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Epiq 401(k) Retirement Plan's outsized position by total assets
Epiq 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$267,654,580 Top 4% higher than 96% 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
Epiq 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epiq 401(k) Retirement Plan lands in the large band (6,371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Epiq 401(k) Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Epiq 401(k) Retirement Plan end-of-year assets rose from $212M in the plan year 2022 filing to $268M in the plan year 2023 filing.
- Epiq 401(k) Retirement Plan reported participants rose from 5,289 in the plan year 2022 filing to 6,371 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 582413793 · Document Technologies, LLC PY 2023 · 401(k)
Epiq 401(k) Retirement Plan · $268M · 6,371 · 96th
- RANK $268M
- PHOTO 6,371
- IND 96th
- EOY 401(k)
- 5500 near Halma Holdings Inc. Profit Sharing/Savings Retirement Plan
- ASSETS ind #19694
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Epiq 401(k) Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $266M |
| Net Income | $55M |
| Employer EIN | 582413793 |
| Plan Effective Date | 2000-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Document Technologies, LLC)
Sponsor-wide plan assets over time
All Document Technologies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $320M 50.718230538711815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,289 | $212M |
| 2023 | 1 | 6,371 | $268M |
| 2024 | 1 | 7,007 | $320M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Scale composition for Epiq 401(k) Retirement Plan
Epiq 401(k) Retirement Plan reports $268M in end-of-year assets across 6,371 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $42,011 per participant (30% of the national average assets-per-participant) . Net income for plan year 2023 was $55M.
This plan identity (EIN 582413793, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $212M to $320M (+50.7%) while covered participants moved from 5,289 to 7,007 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,289 | $212M | Open filing |
| 2023 | 6,371 | $268M | This page |
| 2024 · index core | 7,007 | $320M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Epiq 401(k) Retirement Plan (401(k), $320M, 7,007 participants)
Epiq 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Halma Holdings Inc. Profit Sharing/Savings Retirement Plan in NJ ($268M); by covered participants it is Cbiz, Inc. Retirement Savings Plan in OH (6,370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($268M here).
- Halma Holdings Inc. Profit Sharing/Savings Retirement Plan (NJ) $268M · 2,778
- Randolph-Brooks Federal Credit Union 401(k) Plan (TX) $268M · 2,377
- Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan (FL) $267M · 1,144
- Quest Software Inc. 401(k) Plan (CA) $268M · 1,223
Similar participant headcount
Nearest other-state filings by covered participants (6,371 participants); asset peers above are excluded.
- Cbiz, Inc. Retirement Savings Plan (OH) 6,370 · 1 off
- Computershare 401(k) Retirement Plan (MA) 6,368 · 3 off
- Frontier Airlines, Inc. 401(k) Retirement Plan (CO) 6,374 · 3 off
- Tegna 401(k) Savings Plan (VA) 6,365 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.