Other · DOL Form 5500 · 2023

Empowering People Inspiring Capabilities Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
213
Participants Below avg headcount
39th
Percentile by assets National rank
$17,667
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Ep!C · Sponsored by Empowering People Inspiring Capabilities · Illinois · Healthcare & Social Assistance

$4M in assets, 213 participants

Empowering People Inspiring Capabilities's 403(b) Thrift Plan for Employees of Ep!C reported $4M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,337 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

403(b) Thrift Plan for Employees of Ep!C covers 213 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#7,337
in Healthcare & Social Assistance (17,684 peers)
+23.6%
assets growth YoY

403(b) Thrift Plan for Employees of Ep!C's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Ep!C vs every filed plan by assets

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

$3,762,986 39th percentile higher than 39% 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

403(b) Thrift Plan for Employees of Ep!C 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. 403(b) Thrift Plan for Employees of Ep!C sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Ep!C reported net income rose from $467K in the plan year 2022 filing to $719K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Ep!C end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Ep!C reported participants rose from 209 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370794792 · Empowering People Inspiring Capabilities PY 2023 · Other

403(b) Thrift Plan for Employees of Ep!C · $4M · 213 · 39th

  • 5500 $4M
  • 5500 213
  • 5500 39th
  • 5500 Other
  • 5500 near Southern Mississippi Planning and Development District 403(b) Plan
  • 5500 ind #7337

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

403(b) Thrift Plan for Employees of Ep!C in the asset neighbourhood

Ezra Medical Center 403(b) Retirement PlanEzra Medical Center 403(b) R…$4M403(b) Thrift Plan for Employees of Ep!C403(b) Thrift Plan for Emplo…$4MSouthern Mississippi Planning and Development District 403(b) PlanSouthern Mississippi Plannin…$4M403(b) Thrift Plan for Employees of Jeremiah Program403(b) Thrift Plan for Emplo…$4MAmerican Heritage Schools 403(b) PlanAmerican Heritage Schools 40…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Ep!C and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$719K
Employer EIN370794792
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empowering People Inspiring Capabilities)

Sponsor-wide plan assets over time

All Empowering People Inspiring Capabilities 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

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Ep!C vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Ep!C, Total assets ($B): 0.003762986 · Participants: 213403(b) Thrift Plan for Employees of Ep!CNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
403(b) Thrift Plan for Employees of Ep!C vs. nearby Other plans in Illinois, assets vs. participants

403(b) Thrift Plan for Employees of Ep!C's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Southern Mississippi Planning and Development District 403(b) Plan in MS ($4M); by covered participants it is Lagrange College Retirement Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 403(b) Thrift Plan for Employees of Ep!C assets move in 2023?
403(b) Thrift Plan for Employees of Ep!C grew sharply - up 23.6% during 2023, from $3M to $4M. Reported net income was $719K.
How have Empowering People Inspiring Capabilities plan assets changed over time?
Across 3 plan years on file (2022-2024), Empowering People Inspiring Capabilities's sponsor-wide assets grew 703.7%, from $3M to $25M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Ep!C?
Among Other plans in other states, the closest by assets is Southern Mississippi Planning and Development District 403(b) Plan in MS ($4M, 128 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Ep!C?
Among Other plans in other states, the closest by covered participants is Lagrange College Retirement Plan in GA (213 participants, N/A in assets).