401(k) · DOL Form 5500 · 2023

Ep Loya Group, LP 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,847
Participants Near avg headcount
73rd
Percentile by assets National rank
$11,240
Avg per participant Low balance/head
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Official DOL plan name: Fred Loya Insurance 401(k) Retirement Plan · Sponsored by Ep Loya Group, LP · Texas · Finance & Insurance

$21M in assets, 1,847 participants

Ep Loya Group, LP's Fred Loya Insurance 401(k) Retirement Plan reported $21M in total assets and 1,847 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,327 in Finance & Insurance (8,869 peers)

Coverage in Texas

Fred Loya Insurance 401(k) Retirement Plan covers 1,847 participants in Texas, 2.7x the typical Texas plan (state average ~688 per filing). Assets: $21M.

#5,327
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY

Fred Loya Insurance 401(k) Retirement Plan's outsized position by total assets

Fred Loya Insurance 401(k) Retirement Plan vs every filed plan by assets

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

$20,759,844 Top 27% higher than 73% 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

Fred Loya Insurance 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. Fred Loya Insurance 401(k) Retirement Plan lands in the large band (1,847 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fred Loya Insurance 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Fred Loya Insurance 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Fred Loya Insurance 401(k) Retirement Plan reported participants rose from 1,807 in the plan year 2022 filing to 1,847 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810586757 · Ep Loya Group, LP PY 2023 · 401(k)

Fred Loya Insurance 401(k) Retirement Plan · $21M · 1,847 · 73rd

  • TYPE $21M
  • NET 1,847
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near Honolulu Freight Service 401(k) Plan
  • SCH ind #5327

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 Finance & Insurance retirement plans → · Plans in Texas →

Fred Loya Insurance 401(k) Retirement Plan in the asset neighbourhood

Fred Loya Insurance 401(k) Retirement PlanFred Loya Insurance 401(k) R…$21MHonolulu Freight Service 401(k) PlanHonolulu Freight Service 401…$21MGlobal Growth Holdings, Inc. Profit Sharing Plan and TrustGlobal Growth Holdings, Inc.…$21MGoulston & Storrs Associates' 401(k) Profit Sharing Plan and TrustGoulston & Storrs Associates…$21MMueller Associates, Inc. 401(k) PlanMueller Associates, Inc. 401…$21M
End-of-year total assets ($M) among Fred Loya Insurance 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN810586757
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ep Loya Group, LP)

Sponsor-wide plan assets over time

All Ep Loya Group, LP plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.01824338363527% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $24.7M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 1,807 $17M
2023 1 1,847 $21M
2024 1 2,037 $25M

Nearby 401(k) Plans in Texas

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

Fred Loya Insurance 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fred Loya Insurance 401(k) Retirement Plan, Total assets ($B): 0.020759844 · Participants: 1847Fred Loya Insurance 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Fred Loya Insurance 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fred Loya Insurance 401(k) Retirement Plan side-by-side with 3 peers →

Fred Loya Insurance 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Honolulu Freight Service 401(k) Plan in WA ($21M); by covered participants it is Jackson Healthcare 401(k) Savings Plan in GA (1,848 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,847 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 Fred Loya Insurance 401(k) Retirement Plan assets move in 2023? ▼
Fred Loya Insurance 401(k) Retirement Plan grew sharply - up 22.1% during 2023, from $17M to $21M. Reported net income was $4M.
How have Ep Loya Group, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ep Loya Group, LP's sponsor-wide assets grew 45.0%, from $17M to $25M.
Which 401(k) plans are similar in size to Fred Loya Insurance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Honolulu Freight Service 401(k) Plan in WA ($21M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Fred Loya Insurance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jackson Healthcare 401(k) Savings Plan in GA (1,848 participants, $168M 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 810586757.

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.