Defined Benefit (Pension) · DOL Form 5500 · 2023

U.S. Epperson Underwriting Company Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
N/A
Participants Small participant base
85th
Percentile by assets National rank
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Official DOL plan name: Retirement Plan for Employees of U.S. Epperson Underwriting Company · Sponsored by U.S. Epperson Underwriting Company · New York · Finance & Insurance

$48M in assets, N/A participants

U.S. Epperson Underwriting Company's Retirement Plan for Employees of U.S. Epperson Underwriting Company reported $48M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,834 in Finance & Insurance (8,869 peers)

Where Retirement Plan for Employees of U.S. Epperson Underwriting Company sits by assets

Retirement Plan for Employees of U.S. Epperson Underwriting Company sits in the top quartile of all filed plans by assets, $48M for N/A participants, down 1.7% in 2023.

#6,834
in Finance & Insurance (8,869 peers)
-1.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $753K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of U.S. Epperson Underwriting Company's outsized position by total assets

Retirement Plan for Employees of U.S. Epperson Underwriting Company vs every filed plan by assets

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

$47,514,058 Top 15% higher than 85% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of U.S. Epperson Underwriting Company reported net income fell from $74K in the plan year 2022 filing to -$753K in the plan year 2023 filing.
  • Retirement Plan for Employees of U.S. Epperson Underwriting Company end-of-year assets fell from $48M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 440237350 · U.S. Epperson Underwriting Company PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of U.S. Epperson Underwriting Company · $48M · N/A · 85th

  • SCH $48M
  • SCH N/A
  • SCH 85th
  • SCH Defined Benefit (Pension)
  • SCH near Plumbers and Pipefitters Local Union No. 803 Pension Fund
  • SCH ind #6834

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 New York →

Retirement Plan for Employees of U.S. Epperson Underwriting Company in the asset neighbourhood

Ufcw Int'l Union-Albertsons Variable Annuity Pension FundUfcw Int'l Union-Albertsons …$48MPlumbers and Pipefitters Local Union No. 803 Pension FundPlumbers and Pipefitters Loc…$48MRetirement Plan for Employees of U.S. Epperson Underwriting CompanyRetirement Plan for Employee…$48MBoys Republic Pension Plan TrustBoys Republic Pension Plan T…$47MBaker & Mckenzie Market Rate Cash Balance Plan IBaker & Mckenzie Market Rate…$47M
End-of-year total assets ($M) among Retirement Plan for Employees of U.S. Epperson Underwriting Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$48M
Net Income-$753K
Employer EIN440237350
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Epperson Underwriting Company)

Sponsor-wide plan assets over time

All U.S. Epperson Underwriting Company plans reported in each filing year

Latest sponsor-wide plan assets
$48M 1.689832482898523% vs 2022
2023 filing year
$47M$47.5M$48M$48.5M 20222023 $48.3M $47.5M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 N/A $48M
2023 1 N/A $48M

Nearby Defined Benefit (Pension) Plans in New York

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

Retirement Plan for Employees of U.S. Epperson Underwriting Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of U.S. Epperson Underwriting Company, Total assets ($B): 0.047514058 · Participants: 0Retirement Plan for Employees of U.S. Epperson Underwriting CompanyIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Plan for Employees of U.S. Epperson Underwriting Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of U.S. Epperson Underwriting Company side-by-side with 3 peers →

Retirement Plan for Employees of U.S. Epperson Underwriting Company's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Plumbers and Pipefitters Local Union No. 803 Pension Fund in FL at $48M (this filing: $48M).

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 Retirement Plan for Employees of U.S. Epperson Underwriting Company assets move in 2023? ▼
Retirement Plan for Employees of U.S. Epperson Underwriting Company edged down modestly - down 1.7% during 2023, from $48M to $48M. Reported net income was -$753K.
How have U.S. Epperson Underwriting Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), U.S. Epperson Underwriting Company's sponsor-wide assets declined 1.7%, from $48M to $48M.
Where does Retirement Plan for Employees of U.S. Epperson Underwriting Company rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of U.S. Epperson Underwriting Company ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of U.S. Epperson Underwriting Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers and Pipefitters Local Union No. 803 Pension Fund in FL ($48M, 372 participants).

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 440237350.

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.