401(k) · DOL Form 5500 · 2023

Epes Transport System, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,439
Participants Near avg headcount
81st
Percentile by assets National rank
$23,422
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epes Transport System 401(k) Retirement Plan · Sponsored by Epes Transport System, LLC · North Carolina · Transportation & Warehousing

$34M in assets, 1,439 participants

Epes Transport System, LLC's Epes Transport System 401(k) Retirement Plan reported $34M in total assets and 1,439 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,672 in Transportation & Warehousing (3,362 peers)

Where Epes Transport System 401(k) Retirement Plan sits by assets

Epes Transport System 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 1,439 participants (~$23,422/participant), up 14.4% in 2023.

#2,672
in Transportation & Warehousing (3,362 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Epes Transport System 401(k) Retirement Plan's outsized position by total assets

Epes Transport System 401(k) Retirement Plan vs every filed plan by assets

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

$33,704,728 Top 19% higher than 81% 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

Epes Transport System 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. Epes Transport System 401(k) Retirement Plan lands in the large band (1,439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epes Transport System 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Epes Transport System 401(k) Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Epes Transport System 401(k) Retirement Plan reported participants rose from 1,383 in the plan year 2022 filing to 1,439 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540409030 · Epes Transport System, LLC PY 2023 · 401(k)

Epes Transport System 401(k) Retirement Plan · $34M · 1,439 · 81st

  • VS-ST $34M
  • VS-ST 1,439
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Rk Electric, Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #2672

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Epes Transport System 401(k) Retirement Plan in the asset neighbourhood

Rk Electric, Inc. 401(k) Profit Sharing Plan and TrustRk Electric, Inc. 401(k) Pro…$34MSignature Bancorp, Inc. Retirement Savings PlanSignature Bancorp, Inc. Reti…$34MFirst Financial Resources, Inc. Profit Sharing Plan and TrustFirst Financial Resources, I…$34MEpes Transport System 401(k) Retirement PlanEpes Transport System 401(k)…$34MPrimera Engineers 401(k) Plan$34M
End-of-year total assets ($M) among Epes Transport System 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN540409030
Plan Effective Date2018-08-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Epes Transport System, LLC)

Sponsor-wide plan assets over time

All Epes Transport System, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.704339513485873% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $34.4M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 1,383 $29M
2023 1 1,439 $34M
2024 1 1,362 $34M

Nearby 401(k) Plans in North Carolina

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

Epes Transport System 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Epes Transport System 401(k) Retirement Plan, Total assets ($B): 0.033704728 · Participants: 1439Epes Transport System 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Epes Transport System 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Epes Transport System 401(k) Retirement Plan side-by-side with 3 peers →

Epes Transport System 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rk Electric, Inc. 401(k) Profit Sharing Plan and Trust in CA ($34M); by covered participants it is Formfactor, Inc. 401(k) Plan in CA (1,439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,439 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 Epes Transport System 401(k) Retirement Plan assets move in 2023? ▼
Epes Transport System 401(k) Retirement Plan grew at a solid clip - up 14.4% during 2023, from $29M to $34M. Reported net income was $4M.
How have Epes Transport System, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epes Transport System, LLC's sponsor-wide assets grew 16.7%, from $29M to $34M.
Where does Epes Transport System 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Epes Transport System 401(k) Retirement Plan ranks in the 81st 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 Epes Transport System 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rk Electric, Inc. 401(k) Profit Sharing Plan and Trust in CA ($34M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Epes Transport System 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Formfactor, Inc. 401(k) Plan in CA (1,439 participants, $242M 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 540409030.

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.