Defined Benefit (Pension) · DOL Form 5500 · 2023
U.S. Epperson Underwriting Company Pension Plan
Data updated 2026-08-11
- $48M
- Total assets
- N/A
- Participants
- 85th
- Percentile by assets
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.
- 85th percentile by assets (of 127,072 plans)
- #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.
- $48M
- total plan assets (2023 EOY)
- N/A
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- -1.7%
- assets change YoY
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.
Where Retirement Plan for Employees of U.S. Epperson Underwriting Company sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Retirement Plan for Employees of U.S. Epperson Underwriting Company vs the 2023 asset distribution
By assets, Retirement Plan for Employees of U.S. Epperson Underwriting Company outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$753K |
| Employer EIN | 440237350 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Epperson Underwriting Company)
| 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
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of U.S. Epperson Underwriting Company by total assets, not by location.
Frequently Asked Questions
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Ways to act on Retirement Plan for Employees of U.S. Epperson Underwriting Company's numbers.
- By total assets, Retirement Plan for Employees of U.S. Epperson Underwriting Company ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- U.S. Epperson Underwriting Company's sponsor-wide assets have declined 1.7% since 2022 across 2 plan years on file. More Finance & Insurance plans