401(k) · DOL Form 5500 · 2023

Epcor USA, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
452
Participants Below avg headcount
85th
Percentile by assets National rank
$107,258
Avg per participant Below avg balance/head
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Official DOL plan name: Epcor USA Inc. 401(k) Savings Plan · Sponsored by Epcor USA, Inc. · Arizona · Utilities

$48M in assets, 452 participants

Epcor USA, Inc.'s Epcor USA Inc. 401(k) Savings Plan reported $48M in total assets and 452 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #372 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Epcor USA Inc. 401(k) Savings Plan ranks #372 of 721 2023 filers by assets (1108% of the sector average)-$48M for 452 participants.

#372
in Utilities (721 peers)
+26.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Epcor USA Inc. 401(k) Savings Plan's outsized position by total assets

Epcor USA Inc. 401(k) Savings Plan vs every filed plan by assets

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

$48,480,619 Top 15% higher than 85% 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

Epcor USA 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. Epcor USA Inc. 401(k) Savings Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epcor USA Inc. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Epcor USA Inc. 401(k) Savings Plan end-of-year assets rose from $38M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Epcor USA Inc. 401(k) Savings Plan reported participants rose from 407 in the plan year 2022 filing to 452 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460525312 · Epcor USA, Inc. PY 2023 · 401(k)

Epcor USA Inc. 401(k) Savings Plan · $48M · 452 · 85th

  • BOY $48M
  • SCH 452
  • EBSA 85th
  • PART 401(k)
  • TYPE near Magnifi Financial 401(k) Plan & Trust
  • NET ind #372

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 Utilities retirement plans → · Plans in Arizona →

Epcor USA Inc. 401(k) Savings Plan in the asset neighbourhood

Hudson Pacific Properties 401(k) PlanHudson Pacific Properties 40…$48MBrph Companies, Inc. 401(k) Profit Sharing Plan and TrustBrph Companies, Inc. 401(k) …$48MEpcor USA Inc. 401(k) Savings PlanEpcor USA Inc. 401(k) Saving…$48MMagnifi Financial 401(k) Plan & TrustMagnifi Financial 401(k) Pla…$48MDelta Dental of Rhode Island 401(k) Profit Sharing PlanDelta Dental of Rhode Island…$48M
End-of-year total assets ($M) among Epcor USA Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$48M
Net Income$10M
Employer EIN460525312
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epcor USA, Inc.)

Sponsor-wide plan assets over time

All Epcor USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 26.20226815142457% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.7M $72.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 453 $58M
2023 2 498 $72M
2024 2 601 $73M

Nearby 401(k) Plans in Arizona

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

Epcor USA Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Epcor USA Inc. 401(k) Savings Plan, Total assets ($B): 0.048480619 · Participants: 452Epcor USA Inc. 401(k) Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Epcor USA Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Epcor USA Inc. 401(k) Savings Plan side-by-side with 3 peers →

Epcor USA Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Magnifi Financial 401(k) Plan & Trust in MN ($48M); by covered participants it is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Epcor USA Inc. 401(k) Savings Plan assets move in 2023? ▼
Epcor USA Inc. 401(k) Savings Plan grew sharply - up 26.6% during 2023, from $38M to $48M. Reported net income was $10M.
How have Epcor USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epcor USA, Inc.'s sponsor-wide assets grew 26.2%, from $58M to $73M.
Where does Epcor USA Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Epcor USA Inc. 401(k) Savings Plan ranks in the 85th 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 Epcor USA Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnifi Financial 401(k) Plan & Trust in MN ($48M, 385 participants).
Which 401(k) plans cover a similar participant headcount to Epcor USA Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants, $54M 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 460525312.

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.