Defined Benefit (Pension) · DOL Form 5500 · 2024

EPIC Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
36
Participants Small participant base
53rd
Percentile by assets National rank
$241,589
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Plan for Employees of Epic · Sponsored by EPIC · Illinois · Other Services

$9M in assets, 36 participants

EPIC's Defined Benefit Plan for Employees of Epic reported $9M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,592 in Other Services (7,719 peers)

EPIC multi-year trail

EPIC's plans moved +703.7% in assets from 2022 to 2024; this filing shows Defined Benefit Plan for Employees of Epic at $9M / 36 participants.

#5,592
in Other Services (7,719 peers)
+19.4%
assets growth YoY

Defined Benefit Plan for Employees of Epic's mid-pack asset rank among Other Services and all filers

Defined Benefit Plan for Employees of Epic vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,697,214 Top 47% higher than 53% of 123,620 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 2024

Defined Benefit Plan for Employees of Epic among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Plan for Employees of Epic is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Benefit Plan for Employees of Epic reported net income rose from -$10K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Defined Benefit Plan for Employees of Epic reported participants rose from 2 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370794792 · EPIC PY 2024 · Defined Benefit (Pension)

Defined Benefit Plan for Employees of Epic · $9M · 36 · 53rd

  • 5500 $9M
  • 5500 36
  • 5500 53rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Av&h Manufacturing Company Employees Pension Plan
  • 5500 ind #5592

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 Other Services retirement plans → · Plans in Illinois →

Defined Benefit Plan for Employees of Epic in the asset neighbourhood

Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PAPension Plan of Internationa…$9MDefined Benefit Plan for Employees of EpicDefined Benefit Plan for Emp…$9MAv&h Manufacturing Company Employees Pension PlanAv&h Manufacturing Company E…$9MRichard Correll Retirement Plan and TrustRichard Correll Retirement P…$9MDefined Benefit Pension Plan of the Arc of Greater Prince William/Insight, Inc.Defined Benefit Pension Plan…$9M
End-of-year total assets ($M) among Defined Benefit Plan for Employees of Epic and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

EPIC multi-year asset trail

Sponsor-wide plan assets over time

All EPIC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 703.7352107583607% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $3.05M $24.5M ▲ +704.6%
Year Plans Participants Total Assets
2022 2 209 $3M
2023 2 215 $4M
2024 3 291 $25M

EPIC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN370794792
Plan Effective Date1980-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Plan for Employees of Epic vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Defined Benefit Plan for Employees of Epic, Total assets ($B): 0.008697214 · Participants: 36Defined Benefit Plan for Employees of EpicCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Defined Benefit Plan for Employees of Epic vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Defined Benefit Plan for Employees of Epic side-by-side with 3 peers →

Defined Benefit Plan for Employees of Epic's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Av&h Manufacturing Company Employees Pension Plan in AL ($9M); by covered participants it is Retirement Plan of the Millmen's Retirement Trust of Washington in OR (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Defined Benefit Plan for Employees of Epic assets move in 2024? ▼
Defined Benefit Plan for Employees of Epic grew sharply - up 19.4% during 2024, from $7M to $9M. Reported net income was $1M.
How have EPIC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EPIC's sponsor-wide assets grew 703.7%, from $3M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Plan for Employees of Epic? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Av&h Manufacturing Company Employees Pension Plan in AL ($9M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan for Employees of Epic? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of the Millmen's Retirement Trust of Washington in OR (36 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 370794792.

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.