ESOP · DOL Form 5500 · 2024

Eptdesign, Inc. ESOP

Data updated 2026-08-25

$637K
Total assets Small plan by assets
40
Participants Small participant base
20th
Percentile by assets National rank
$15,916
Avg per participant Low balance/head
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Official DOL plan name: Eptdesign, Inc. Employee Stock Ownership Plan · Sponsored by Eptdesign, Inc. · California · Professional & Technical Services

$637K in assets, 40 participants

Eptdesign, Inc.'s Eptdesign, Inc. Employee Stock Ownership Plan reported $637K in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,011 in Professional & Technical Services (20,173 peers)

Eptdesign, Inc. multi-year trail

Eptdesign, Inc.'s plans moved +139.1% in assets from 2022 to 2024; this filing shows Eptdesign, Inc. Employee Stock Ownership Plan at $637K / 40 participants.

#3,011
in Professional & Technical Services (20,173 peers)
+88.5%
assets growth YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eptdesign, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Eptdesign, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$636,626 20th percentile higher than 20% 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

Eptdesign, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eptdesign, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eptdesign, Inc. Employee Stock Ownership Plan reported net income fell from $71K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Eptdesign, Inc. Employee Stock Ownership Plan end-of-year assets rose from $338K in the plan year 2023 filing to $637K in the plan year 2024 filing.
  • Eptdesign, Inc. Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953659936 · Eptdesign, Inc. PY 2024 · ESOP

Eptdesign, Inc. Employee Stock Ownership Plan · $637K · 40 · 20th

  • BOY $637K
  • BOY 40
  • BOY 20th
  • BOY ESOP
  • BOY near Shop-All, Incorporated Employee Stock Ownership Plan
  • BOY ind #3011

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 What is an ESOP? → · Plans in California →

Eptdesign, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eptdesign, Inc. Employee Stock Ownership PlanEptdesign, Inc. Employee Sto…$637KShop-All, Incorporated Employee Stock Ownership PlanShop-All, Incorporated Emplo…$637KJohnson County Bank Employee Stock Ownership PlanJohnson County Bank Employee…$640KTraulsen & Co., Inc. Employee Stock Ownership PlanTraulsen & Co., Inc. Employe…$635KMeridian Associates, Inc. Employee Stock Ownership PlanMeridian Associates, Inc. Em…$633K
End-of-year total assets ($M) among Eptdesign, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Eptdesign, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eptdesign, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$637K 139.12093030243844% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.27M $0.64M ▲ +137.0%
Year Plans Participants Total Assets
2022 1 32 $266K
2023 1 41 $338K
2024 1 40 $637K

Eptdesign, Inc. filing trail (2024)

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)-$4M
Net Income-$4M
Employer EIN953659936
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Eptdesign, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Eptdesign, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000636626 · Participants: 40Eptdesign, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Eptdesign, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Eptdesign, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Eptdesign, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Shop-All, Incorporated Employee Stock Ownership Plan in CO ($637K); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Eptdesign, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Eptdesign, Inc. Employee Stock Ownership Plan surged - up 88.5% during 2024, from $338K to $637K. Reported net income was -$4M.
How have Eptdesign, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eptdesign, Inc.'s sponsor-wide assets grew 139.1%, from $266K to $637K.
Where does Eptdesign, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eptdesign, Inc. Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Eptdesign, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Shop-All, Incorporated Employee Stock Ownership Plan in CO ($637K, 32 participants).
Which ESOP plans cover a similar participant headcount to Eptdesign, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M 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 953659936.

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.