401(k) · DOL Form 5500 · 2023

Epworth Living, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
299
Participants Below avg headcount
43rd
Percentile by assets National rank
$15,413
Avg per participant Low balance/head
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Official DOL plan name: Epworth Living, Inc. 401(k) Retirement Plan · Sponsored by Epworth Living, Inc. · Oklahoma · Healthcare & Social Assistance

$5M in assets, 299 participants

Epworth Living, Inc.'s Epworth Living, Inc. 401(k) Retirement Plan reported $5M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,191 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Epworth Living, Inc. 401(k) Retirement Plan covers 299 participants in Oklahoma, about 39% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.

#8,191
in Healthcare & Social Assistance (17,684 peers)
+11.5%
assets growth YoY

Epworth Living, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Epworth Living, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$4,608,439 43rd percentile higher than 43% 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

Epworth Living, Inc. 401(k) 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. Epworth Living, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epworth Living, Inc. 401(k) Retirement Plan reported net income rose from -$925K in the plan year 2022 filing to $474K in the plan year 2023 filing.
  • Epworth Living, Inc. 401(k) Retirement Plan reported participants rose from 265 in the plan year 2022 filing to 299 in the plan year 2023 filing.
  • Epworth Living, Inc. 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462849151 · Epworth Living, Inc. PY 2023 · 401(k)

Epworth Living, Inc. 401(k) Retirement Plan · $5M · 299 · 43rd

  • RANK $5M
  • RANK 299
  • RANK 43rd
  • RANK 401(k)
  • RANK near Rks Plumbing and Mechanical, Inc. Profit Sharing Plan
  • RANK ind #8191

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Epworth Living, Inc. 401(k) Retirement Plan in the asset neighbourhood

Epworth Living, Inc. 401(k) Retirement PlanEpworth Living, Inc. 401(k) …$5MRks Plumbing and Mechanical, Inc. Profit Sharing PlanRks Plumbing and Mechanical,…$5MStage Employees Local No 46 Employee Savings PlanStage Employees Local No 46 …$5MDeployed Services, LLC 401(k) PlanDeployed Services, LLC 401(k…$5MOwen, Little & Associates, Inc. 401(k) PlanOwen, Little & Associates, I…$5M
End-of-year total assets ($M) among Epworth Living, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$474K
Employer EIN462849151
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epworth Living, Inc.)

Sponsor-wide plan assets over time

All Epworth Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.24554577891987% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.13M $5.14M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 265 $4M
2023 1 299 $5M
2024 1 327 $5M

Nearby 401(k) Plans in Oklahoma

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

Epworth Living, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Epworth Living, Inc. 401(k) Retirement Plan, Total assets ($B): 0.004608439 · Participants: 299Epworth Living, Inc. 401(k) Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Epworth Living, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Epworth Living, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Epworth Living, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Rks Plumbing and Mechanical, Inc. Profit Sharing Plan in AZ ($5M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Epworth Living, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Epworth Living, Inc. 401(k) Retirement Plan grew at a solid clip - up 11.5% during 2023, from $4M to $5M. Reported net income was $474K.
How have Epworth Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epworth Living, Inc.'s sponsor-wide assets grew 24.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Epworth Living, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rks Plumbing and Mechanical, Inc. Profit Sharing Plan in AZ ($5M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Epworth Living, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 462849151.

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.