Profit Sharing · DOL Form 5500 · 2023

Epilogue Ventures Incorporated Profit Sharing Plan

Data updated 2026-08-25

$399K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$199,501
Avg per participant Above avg balance/head
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Official DOL plan name: Epilogue Ventures Incorporated Retirement Plan · Sponsored by Epilogue Ventures Incorporated · Texas · Manufacturing

$399K in assets, 2 participants

Epilogue Ventures Incorporated's Epilogue Ventures Incorporated Retirement Plan reported $399K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,204 in Manufacturing (18,722 peers)

Epilogue Ventures Incorporated multi-year trail

Epilogue Ventures Incorporated's plans moved -71.0% in assets from 2022 to 2024; this filing shows Epilogue Ventures Incorporated Retirement Plan at $399K / 2 participants.

#1,204
in Manufacturing (18,722 peers)
+12.8%
assets growth YoY

Epilogue Ventures Incorporated Retirement Plan among the smaller filed plans by assets

Epilogue Ventures Incorporated Retirement Plan vs every filed plan by assets

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

$399,002 16th percentile higher than 16% 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

Epilogue Ventures Incorporated Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epilogue Ventures Incorporated Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epilogue Ventures Incorporated Retirement Plan reported net income rose from $2K in the plan year 2022 filing to $45K in the plan year 2023 filing.
  • Epilogue Ventures Incorporated Retirement Plan end-of-year assets rose from $354K in the plan year 2022 filing to $399K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 844420468 · Epilogue Ventures Incorporated PY 2023 · Profit Sharing

Epilogue Ventures Incorporated Retirement Plan · $399K · 2 · 16th

  • TYPE $399K
  • NET 2
  • BOOK 16th
  • VS-ST Profit Sharing
  • BOY near Vinod B Patel Md PC
  • SCH ind #1204

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 Manufacturing retirement plans → · Plans in Texas →

Epilogue Ventures Incorporated Retirement Plan in the asset neighbourhood

Epilogue Ventures Incorporated Retirement PlanEpilogue Ventures Incorporat…$399KVinod B Patel Md PC$399KVicente J. Antonetti Zequeira Retirement PlanVicente J. Antonetti Zequeir…$399KEzra Medical Center Retirement PlanEzra Medical Center Retireme…$399KPatricelli-Persico, Inc. Retirement PlanPatricelli-Persico, Inc. Ret…$399K
End-of-year total assets ($M) among Epilogue Ventures Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Epilogue Ventures Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Epilogue Ventures Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$103K 70.95686341022162% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.35M $0.1M ▼ -71.4%
Year Plans Participants Total Assets
2022 1 2 $354K
2023 1 2 $399K
2024 1 2 $103K

Epilogue Ventures Incorporated filing trail (2023)

Total Assets (Beginning of Year)$354K
Net Assets (End of Year)$399K
Net Income$45K
Employer EIN844420468
Plan Effective Date2020-02-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Epilogue Ventures Incorporated Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Epilogue Ventures Incorporated Retirement Plan, Total assets ($B): 0.000399002 · Participants: 2Epilogue Ventures Incorporated Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Epilogue Ventures Incorporated Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Epilogue Ventures Incorporated Retirement Plan side-by-side with 3 peers →

Epilogue Ventures Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Vinod B Patel Md PC in AZ ($399K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($399K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Epilogue Ventures Incorporated Retirement Plan assets move in 2023? ▼
Epilogue Ventures Incorporated Retirement Plan grew at a solid clip - up 12.8% during 2023, from $354K to $399K. Reported net income was $45K.
How have Epilogue Ventures Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epilogue Ventures Incorporated's sponsor-wide assets declined 71.0%, from $354K to $103K.
Where does Epilogue Ventures Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Epilogue Ventures Incorporated Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Epilogue Ventures Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vinod B Patel Md PC in AZ ($399K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Epilogue Ventures Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 844420468.

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.