401(k) · DOL Form 5500 · 2023

Eppstein Uhen Architects, Inc. 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
253
Participants
84th
Percentile by assets
$174,001
Avg per participant
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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.

  • 84th percentile by assets (of 127,072 plans)
  • #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.

$44M
total plan assets (2023 EOY)
253
covered participants
84th
percentile by assets (of 127,072 plans)
$174,001
avg assets per participant

Where Eppstein Uhen Architects, Inc. 401(k) Savings Plan sits 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 $2,010,000,000 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

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 →

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Eppstein Uhen Architects, Inc. 401(k) Savings Plan reports 253 participants - about 45% of that state average ($44M EOY assets).

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.)

$35M$40M$45M$50M$55M 202220232024 $36.7M $50.8M ▲ +38.2%
Total plan assets by year, all Eppstein Uhen Architects, Inc. plans on file
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 ($B) Participants Eppstein Uhen Archit…, Total assets ($B): 0.044022354 · Participants: 253Eppstein Uhen Archit…Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
Eppstein Uhen Architects, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Eppstein Uhen Architects, Inc. 401(k) Savings Plan by total assets, not by location.

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).

Next read for Eppstein Uhen Architects, Inc. 401(k) Sa…

Filing takeaways

Ways to act on Eppstein Uhen Architects, Inc. 401(k) Savings Plan's numbers.