401(k) · DOL Form 5500 · 2024

Epes Logistics Services, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
181
Participants Below avg headcount
57th
Percentile by assets National rank
$59,792
Avg per participant Low balance/head
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Official DOL plan name: Epes Logistics Services 401(k) Retirement Plan · Sponsored by Epes Logistics Services, Inc · North Carolina · Transportation & Warehousing

$11M in assets, 181 participants

Epes Logistics Services, Inc's Epes Logistics Services 401(k) Retirement Plan reported $11M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,936 in Transportation & Warehousing (3,299 peers)

Coverage in North Carolina

Epes Logistics Services 401(k) Retirement Plan covers 181 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#1,936
in Transportation & Warehousing (3,299 peers)
+17.0%
assets growth YoY

Epes Logistics Services 401(k) Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Epes Logistics Services 401(k) Retirement Plan vs every filed plan by assets

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

$10,822,278 Top 43% higher than 57% 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

Epes Logistics Services 401(k) Retirement 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. Epes Logistics Services 401(k) Retirement Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epes Logistics Services 401(k) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Epes Logistics Services 401(k) Retirement Plan reported participants fell from 245 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Epes Logistics Services 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561647161 · Epes Logistics Services, Inc PY 2024 · 401(k)

Epes Logistics Services 401(k) Retirement Plan · $11M · 181 · 57th

  • TYPE $11M
  • TYPE 181
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near Qwaltec, Inc. 401(k) Plan
  • TYPE ind #1936

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Epes Logistics Services 401(k) Retirement Plan in the asset neighbourhood

Epes Logistics Services 401(k) Retirement PlanEpes Logistics Services 401(…$11MQwaltec, Inc. 401(k) Plan$11MArs National Services 401(k) Savings PlanArs National Services 401(k)…$11MMadison-Reed 401(k) Plan$11MSeattle Sounders Fc 401(k) PlanSeattle Sounders Fc 401(k) P…$11M
End-of-year total assets ($M) among Epes Logistics Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN561647161
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epes Logistics Services, Inc)

Sponsor-wide plan assets over time

All Epes Logistics Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.49840723788998% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.11M $10.8M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 193 $8M
2023 1 245 $9M
2024 1 181 $11M

Nearby 401(k) Plans in North Carolina

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

Epes Logistics Services 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Epes Logistics Services 401(k) Retirement Plan, Total assets ($B): 0.010822278 · Participants: 181Epes Logistics Services 401(k) Retirement 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
Epes Logistics Services 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Epes Logistics Services 401(k) Retirement Plan side-by-side with 3 peers →

Epes Logistics Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Qwaltec, Inc. 401(k) Plan in AZ ($11M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Epes Logistics Services 401(k) Retirement Plan assets move in 2024? ▼
Epes Logistics Services 401(k) Retirement Plan grew sharply - up 17.0% during 2024, from $9M to $11M. Reported net income was $2M.
How have Epes Logistics Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epes Logistics Services, Inc's sponsor-wide assets grew 33.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Epes Logistics Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qwaltec, Inc. 401(k) Plan in AZ ($11M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Epes Logistics Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A 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 561647161.

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.