401(k) · DOL Form 5500 · 2024

Van Epps LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
21
Participants Small participant base
66th
Percentile by assets National rank
$753,824
Avg per participant High balance/head
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Official DOL plan name: James H Van Epps 401(k) Profit Sharing Plan · Sponsored by Van Epps LLC · Georgia · Finance & Insurance

$16M in assets, 21 participants

Van Epps LLC's James H Van Epps 401(k) Profit Sharing Plan reported $16M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,244 in Finance & Insurance (8,549 peers)

Van Epps LLC multi-year trail

Van Epps LLC's plans moved +46.6% in assets from 2022 to 2024; this filing shows James H Van Epps 401(k) Profit Sharing Plan at $16M / 21 participants.

#4,244
in Finance & Insurance (8,549 peers)
+20.2%
assets growth YoY

James H Van Epps 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

James H Van Epps 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,830,297 Top 34% higher than 66% 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

James H Van Epps 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James H Van Epps 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James H Van Epps 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • James H Van Epps 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • James H Van Epps 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 256722055 · Van Epps LLC PY 2024 · 401(k)

James H Van Epps 401(k) Profit Sharing Plan · $16M · 21 · 66th

  • PCT $16M
  • PCT 21
  • PCT 66th
  • PCT 401(k)
  • PCT near R& K Solutions 401(k) Plan
  • PCT ind #4244

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 Georgia →

James H Van Epps 401(k) Profit Sharing Plan in the asset neighbourhood

James H Van Epps 401(k) Profit Sharing PlanJames H Van Epps 401(k) Prof…$16MR& K Solutions 401(k) Plan$16MA.L. George LLC. 401(k) Salary Savings PlanA.L. George LLC. 401(k) Sala…$16MSunvair Aerospace Group, Inc. 401(k) PlanSunvair Aerospace Group, Inc…$16MPepsi-Cola Puerto Rico Distributing LLC 1165(e) Savings PlanPepsi-Cola Puerto Rico Distr…$16M
End-of-year total assets ($M) among James H Van Epps 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Van Epps LLC multi-year asset trail

Sponsor-wide plan assets over time

All Van Epps LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.59569148251488% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.8M $15.8M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 18 $11M
2023 1 20 $13M
2024 1 21 $16M

Van Epps LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN256722055
Plan Effective Date1989-12-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

James H Van Epps 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants James H Van Epps 401(k) Profit Sharing Plan, Total assets ($B): 0.015830297 · Participants: 21James H Van Epps 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
James H Van Epps 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare James H Van Epps 401(k) Profit Sharing Plan side-by-side with 3 peers →

James H Van Epps 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is R& K Solutions 401(k) Plan in VA ($16M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 James H Van Epps 401(k) Profit Sharing Plan assets move in 2024? ▼
James H Van Epps 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2024, from $13M to $16M. Reported net income was $3M.
How have Van Epps LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Epps LLC's sponsor-wide assets grew 46.6%, from $11M to $16M.
Which 401(k) plans are similar in size to James H Van Epps 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R& K Solutions 401(k) Plan in VA ($16M, 58 participants).
Which 401(k) plans cover a similar participant headcount to James H Van Epps 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A 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 256722055.

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.