401(k) · DOL Form 5500 · 2023

Eppstein Uhen Architects, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
253
Participants Below avg headcount
84th
Percentile by assets National rank
$174,001
Avg per participant Above avg balance/head
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Official DOL plan name: Eppstein Uhen Architects, Inc. 401(k) Savings Plan · Sponsored by Eppstein Uhen Architects, Inc. · Wisconsin · Professional & Technical Services

$44M in assets, 253 participants

Eppstein Uhen Architects, Inc.'s Eppstein Uhen Architects, Inc. 401(k) Savings Plan reported $44M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,309 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Eppstein Uhen Architects, Inc. 401(k) Savings Plan covers 253 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $44M.

#17,309
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Eppstein Uhen Architects, Inc. 401(k) Savings Plan's outsized position by total assets

Eppstein Uhen Architects, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$44,022,354 Top 16% higher than 84% 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

Eppstein Uhen Architects, Inc. 401(k) Savings 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. Eppstein Uhen Architects, Inc. 401(k) Savings Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eppstein Uhen Architects, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Eppstein Uhen Architects, Inc. 401(k) Savings Plan reported participants rose from 201 in the plan year 2022 filing to 253 in the plan year 2023 filing.
  • Eppstein Uhen Architects, Inc. 401(k) Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391370336 · Eppstein Uhen Architects, Inc. PY 2023 · 401(k)

Eppstein Uhen Architects, Inc. 401(k) Savings Plan · $44M · 253 · 84th

  • IND $44M
  • EOY 253
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Blueally Technology Solutions 401(k) Plan
  • EIN ind #17309

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 Wisconsin →

Eppstein Uhen Architects, Inc. 401(k) Savings Plan in the asset neighbourhood

Mesa Laboratories, Inc. 401(k) Retirement PlanMesa Laboratories, Inc. 401(…$44MEppstein Uhen Architects, Inc. 401(k) Savings PlanEppstein Uhen Architects, In…$44MBlueally Technology Solutions 401(k) PlanBlueally Technology Solution…$44MCraig-Hallum Capital Group LLC 401(k) PlanCraig-Hallum Capital Group L…$44MYonkers Contracting Company, Inc. Profit Sharing and Incentive Savings PlanYonkers Contracting Company,…$44M
End-of-year total assets ($M) among Eppstein Uhen Architects, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN391370336
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eppstein Uhen Architects, Inc.)

Sponsor-wide plan assets over time

All Eppstein Uhen Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 38.23619708013014% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.7M $50.8M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 201 $37M
2023 1 253 $44M
2024 1 264 $51M

Nearby 401(k) Plans in Wisconsin

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

Eppstein Uhen Architects, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Eppstein Uhen Architects, Inc. 401(k) Savings Plan, Total assets ($B): 0.044022354 · Participants: 253Eppstein Uhen Architects, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Eppstein Uhen Architects, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Eppstein Uhen Architects, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Eppstein Uhen Architects, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Blueally Technology Solutions 401(k) Plan in NC ($44M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Eppstein Uhen Architects, Inc. 401(k) Savings Plan assets move in 2023? ▼
Eppstein Uhen Architects, Inc. 401(k) Savings Plan grew sharply - up 19.9% during 2023, from $37M to $44M. Reported net income was $7M.
How have Eppstein Uhen Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eppstein Uhen Architects, Inc.'s sponsor-wide assets grew 38.2%, from $37M to $51M.
Where does Eppstein Uhen Architects, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Eppstein Uhen Architects, Inc. 401(k) Savings Plan ranks in the 84th 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 Eppstein Uhen Architects, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blueally Technology Solutions 401(k) Plan in NC ($44M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Eppstein Uhen Architects, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 391370336.

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.