401(k) · DOL Form 5500 · 2024

Epsilon, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
400
Participants Below avg headcount
55th
Percentile by assets National rank
$24,364
Avg per participant Low balance/head
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Official DOL plan name: Epsilon, Inc. 401(k) Plan · Sponsored by Epsilon, Inc. · North Carolina · Professional & Technical Services

$10M in assets, 400 participants

Epsilon, Inc.'s Epsilon, Inc. 401(k) Plan reported $10M in total assets and 400 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,786 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Epsilon, Inc. 401(k) Plan covers 400 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#10,786
in Professional & Technical Services (20,173 peers)
+58.8%
assets growth YoY

Epsilon, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Epsilon, Inc. 401(k) Plan vs every filed plan by assets

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

$9,745,473 Top 45% higher than 55% of 123,620 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 2024

Epsilon, Inc. 401(k) Plan 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. Epsilon, Inc. 401(k) Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epsilon, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Epsilon, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Epsilon, Inc. 401(k) Plan reported participants rose from 349 in the plan year 2023 filing to 400 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 300524186 · Epsilon, Inc. PY 2024 · 401(k)

Epsilon, Inc. 401(k) Plan · $10M · 400 · 55th

  • EIN $10M
  • EIN 400
  • EIN 55th
  • EIN 401(k)
  • EIN near Ubg 401(k) - Western Cooperative
  • EIN ind #10786

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Epsilon, Inc. 401(k) Plan in the asset neighbourhood

Epsilon, Inc. 401(k) Plan$10MHopewell Inc. 401(k) Retirement PlanHopewell Inc. 401(k) Retirem…$10MUbg 401(k) - Western CooperativeUbg 401(k) - Western Coopera…$10MCorporate Flight Management, Inc. 401(k) PlanCorporate Flight Management,…$10MEdwards Auto Group 401(k) PlanEdwards Auto Group 401(k) Pl…$10M
End-of-year total assets ($M) among Epsilon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN300524186
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epsilon, Inc.)

Sponsor-wide plan assets over time

All Epsilon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 144.45734608212467% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $3.99M $9.75M ▲ +144.4%
Year Plans Participants Total Assets
2022 1 285 $4M
2023 1 349 $6M
2024 1 400 $10M

Nearby 401(k) Plans in North Carolina

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

Epsilon, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Epsilon, Inc. 401(k) Plan, Total assets ($B): 0.009745473 · Participants: 400Epsilon, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Epsilon, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Epsilon, Inc. 401(k) Plan side-by-side with 3 peers →

Epsilon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ubg 401(k) - Western Cooperative in NE ($10M); by covered participants it is Gci Retirement Plan in MO (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (400 participants); asset peers above are excluded.

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 Epsilon, Inc. 401(k) Plan assets move in 2024? ▼
Epsilon, Inc. 401(k) Plan surged - up 58.8% during 2024, from $6M to $10M. Reported net income was $4M.
How have Epsilon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epsilon, Inc.'s sponsor-wide assets grew 144.5%, from $4M to $10M.
Which 401(k) plans are similar in size to Epsilon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ubg 401(k) - Western Cooperative in NE ($10M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Epsilon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gci Retirement Plan in MO (400 participants, $3M 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 300524186.

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.