401(k) · DOL Form 5500 · 2023

Kysor Warren Epta US Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
590
Participants Below avg headcount
74th
Percentile by assets National rank
$36,074
Avg per participant Low balance/head
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Official DOL plan name: Epta US 401(k) Retirement Plan · Sponsored by Kysor Warren Epta US Corporation · Georgia · Manufacturing

$21M in assets, 590 participants

Kysor Warren Epta US Corporation's Epta US 401(k) Retirement Plan reported $21M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,959 in Manufacturing (18,722 peers)

Kysor Warren Epta US Corporation multi-year trail

Kysor Warren Epta US Corporation's plans moved +42.9% in assets from 2022 to 2024; this filing shows Epta US 401(k) Retirement Plan at $21M / 590 participants.

#11,959
in Manufacturing (18,722 peers)
+25.1%
assets growth YoY

Epta US 401(k) Retirement Plan's outsized position by total assets

Epta US 401(k) Retirement Plan vs every filed plan by assets

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

$21,283,743 Top 26% higher than 74% 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

Epta US 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. Epta US 401(k) Retirement Plan sits mid-pack in the medium band (590 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epta US 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Epta US 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.
  • Epta US 401(k) Retirement Plan reported participants rose from 480 in the plan year 2022 filing to 590 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611918959 · Kysor Warren Epta US Corporation PY 2023 · 401(k)

Epta US 401(k) Retirement Plan · $21M · 590 · 74th

  • 5500 $21M
  • 5500 590
  • 5500 74th
  • 5500 401(k)
  • 5500 near No Tears Learning, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #11959

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 Georgia →

Epta US 401(k) Retirement Plan in the asset neighbourhood

Epta US 401(k) Retirement PlanEpta US 401(k) Retirement Pl…$21MNo Tears Learning, Inc. 401(k) Profit Sharing PlanNo Tears Learning, Inc. 401(…$21MTexans Credit Union 401(k) Savings PlanTexans Credit Union 401(k) S…$21MStandard Drywall, Inc. 401(k) PlanStandard Drywall, Inc. 401(k…$21MWhiteboard Federal Technologies Corp 401(k) PlanWhiteboard Federal Technolog…$21M
End-of-year total assets ($M) among Epta US 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kysor Warren Epta US Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kysor Warren Epta US Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.91659950328381% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $24.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 480 $17M
2023 1 590 $21M
2024 1 578 $24M

Kysor Warren Epta US Corporation filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN611918959
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Epta US 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Epta US 401(k) Retirement Plan, Total assets ($B): 0.021283743 · Participants: 590Epta US 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Epta US 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Epta US 401(k) Retirement Plan side-by-side with 3 peers →

Epta US 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is No Tears Learning, Inc. 401(k) Profit Sharing Plan in MD ($21M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (590 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 Epta US 401(k) Retirement Plan assets move in 2023? ▼
Epta US 401(k) Retirement Plan grew sharply - up 25.1% during 2023, from $17M to $21M. Reported net income was $4M.
How have Kysor Warren Epta US Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kysor Warren Epta US Corporation's sponsor-wide assets grew 42.9%, from $17M to $24M.
Which 401(k) plans are similar in size to Epta US 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is No Tears Learning, Inc. 401(k) Profit Sharing Plan in MD ($21M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Epta US 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (590 participants, $51M 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 611918959.

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.