401(k) · DOL Form 5500 · 2024

EP-DIRECT 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 12
Participants Small participant base: 44th
Percentile by assets National rank: $465,593
Avg per participant High balance/head

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Official DOL plan name: Ep Direct Retirement Plan · Sponsored by EP-DIRECT · Wisconsin · Manufacturing

$6M in assets, 12 participants

EP-DIRECT's Ep Direct Retirement Plan reported $6M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#4,849 in Manufacturing (17,777 peers)

EP-DIRECT multi-year trail

EP-DIRECT's plans moved +46.4% in assets from 2022 to 2024; this filing shows Ep Direct Retirement Plan at $6M / 12 participants.

#4,849
in Manufacturing (17,777 peers): +19.7%
assets growth YoY

Ep Direct Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Ep Direct Retirement Plan vs every filed plan by assets

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

$5,587,113 44th percentile higher than 44% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ep Direct Retirement 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. Ep Direct Retirement Plan is a small filing (12 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ep Direct Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Ep Direct Retirement Plan reported participants fell from 14 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Ep Direct Retirement Plan reported net income rose from $851K in the plan year 2023 filing to $919K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391287457 · EP-DIRECT PY 2024 · 401(k)

Ep Direct Retirement Plan · $6M · 12 · 44th

EOY $6M
EOY 12
EOY 44th
EOY 401(k)
EOY near Mann Wireless, Ltd. Profit Sharing/401(k) Plan
EOY ind #4849

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 Wisconsin →

End-of-year total assets ($M) among Ep Direct Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

EP-DIRECT multi-year asset trail

Latest sponsor-wide plan assets: $6M 46.39689341960976% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	13	$4M
2023	1	14	$5M
2024	1	12	$6M

EP-DIRECT filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$919K
Employer EIN	391287457
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Ep Direct Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Ep Direct Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Mann Wireless, Ltd. Profit Sharing/401(k) Plan in NY ($6M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Mann Wireless, Ltd. Profit Sharing/401(k) Plan (NY) $6M · 29
Far Western Land and Investment Co., Inc. 401(k) Profit Sharing Plan (CA) $6M · 2
Fw Sims, LLC 401(k) Plan (NY) $6M · 25
Grease Monkey International 401(k) Plan (CO) $6M · 1,893

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan (TN) 12 · 0 off
Mason Hill Advisors, LLC Profit Sharing Plan (CT) 12 · 0 off
Aj Machining, LLC 401(k)/Profit Sharing Plan (MN) 12 · 0 off
Adamsville Properties, Inc. 401(k) Plan (DE) 12 · 0 off

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 Ep Direct Retirement Plan assets move in 2024? ▼

Ep Direct Retirement Plan grew sharply - up 19.7% during 2024, from $5M to $6M. Reported net income was $919K.

How have EP-DIRECT plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), EP-DIRECT's sponsor-wide assets grew 46.4%, from $4M to $6M.

Which 401(k) plans are similar in size to Ep Direct Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mann Wireless, Ltd. Profit Sharing/401(k) Plan in NY ($6M, 29 participants).

Which 401(k) plans cover a similar participant headcount to Ep Direct Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 391287457.