Other · DOL Form 5500 · 2024
EPIC Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 307
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $18,420
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Epic · Sponsored by EPIC · Washington · Other Services
$6M in assets, 307 participants
EPIC's 403(b) Thrift Plan of Epic reported $6M in total assets and 307 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.
- #5,071 in Other Services (7,719 peers)
Coverage in Washington
403(b) Thrift Plan of Epic covers 307 participants in Washington, about 21% of the average Washington filer (state average ~1,476 per filing). Assets: $6M.
- #5,071
- in Other Services (7,719 peers)
- +14.5%
- assets growth YoY
403(b) Thrift Plan of Epic's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Epic vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,654,857 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
403(b) Thrift Plan of Epic among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Epic sits mid-pack in the medium band (307 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Epic reported net income fell from $868K in the plan year 2023 filing to $718K in the plan year 2024 filing.
- 403(b) Thrift Plan of Epic end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- 403(b) Thrift Plan of Epic reported participants rose from 285 in the plan year 2023 filing to 307 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 911089113 · EPIC PY 2024 · Other
403(b) Thrift Plan of Epic · $6M · 307 · 44th
- TYPE $6M
- TYPE 307
- TYPE 44th
- TYPE Other
- TYPE near Central Christian College 403(b) DC Plan
- TYPE ind #5071
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 Other Services retirement plans → · Plans in Washington →
403(b) Thrift Plan of Epic in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $718K |
| Employer EIN | 911089113 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EPIC)
Sponsor-wide plan assets over time
All EPIC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 38.97203802056543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $4M |
| 2023 | 1 | 285 | $5M |
| 2024 | 1 | 307 | $6M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
403(b) Thrift Plan of Epic's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Central Christian College 403(b) DC Plan in KS ($6M); by covered participants it is University Clinical, Education and Research Associates Defined Contribution Retirement Plan in HI (307 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan (HI) 307 · 0 off
- Raices 403b Plan (TX) 307 · 0 off
- Welcome House Inc. 403b Plan (OH) 307 · 0 off
- The Loomis Institute Pension Plan (CT) 307 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.