401(k) · DOL Form 5500 · 2024

Ep Wealth Advisors Admin, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
392
Participants Below avg headcount
86th
Percentile by assets National rank
$155,014
Avg per participant Above avg balance/head
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Official DOL plan name: Ep Wealth Advisors Admin, LLC 401(k) Plan · Sponsored by Ep Wealth Advisors Admin, LLC · California · Finance & Insurance

$61M in assets, 392 participants

Ep Wealth Advisors Admin, LLC's Ep Wealth Advisors Admin, LLC 401(k) Plan reported $61M in total assets and 392 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,727 in Finance & Insurance (8,549 peers)

Where Ep Wealth Advisors Admin, LLC 401(k) Plan sits by assets

Ep Wealth Advisors Admin, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 392 participants (~$155,014/participant), up 41.9% in 2024.

#6,727
in Finance & Insurance (8,549 peers)
+41.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ep Wealth Advisors Admin, LLC 401(k) Plan's outsized position by total assets

Ep Wealth Advisors Admin, LLC 401(k) Plan vs every filed plan by assets

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

$60,765,631 Top 14% higher than 86% 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

Ep Wealth Advisors Admin, LLC 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. Ep Wealth Advisors Admin, LLC 401(k) Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ep Wealth Advisors Admin, LLC 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Ep Wealth Advisors Admin, LLC 401(k) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Ep Wealth Advisors Admin, LLC 401(k) Plan reported participants rose from 347 in the plan year 2023 filing to 392 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 853603123 · Ep Wealth Advisors Admin, LLC PY 2024 · 401(k)

Ep Wealth Advisors Admin, LLC 401(k) Plan · $61M · 392 · 86th

  • SCH $61M
  • SCH 392
  • SCH 86th
  • SCH 401(k)
  • SCH near Tampa Bay Rays 401(k) Plan
  • SCH ind #6727

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 Finance & Insurance retirement plans → · Plans in California →

Ep Wealth Advisors Admin, LLC 401(k) Plan in the asset neighbourhood

Mill Rock Packaging, Inc. Retirement Savings PlanMill Rock Packaging, Inc. Re…$61MPeople, Inc. 401(k) Profit Sharing PlanPeople, Inc. 401(k) Profit S…$61MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$61MEp Wealth Advisors Admin, LLC 401(k) PlanEp Wealth Advisors Admin, LL…$61MTampa Bay Rays 401(k) Plan$61M
End-of-year total assets ($M) among Ep Wealth Advisors Admin, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$61M
Net Income$18M
Employer EIN853603123
Plan Effective Date1997-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ep Wealth Advisors Admin, LLC)

Sponsor-wide plan assets over time

All Ep Wealth Advisors Admin, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 100.48977859183368% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $30.3M $60.8M ▲ +100.5%
Year Plans Participants Total Assets
2022 1 251 $30M
2023 1 347 $43M
2024 1 392 $61M

Nearby 401(k) Plans in California

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

Ep Wealth Advisors Admin, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ep Wealth Advisors Admin, LLC 401(k) Plan, Total assets ($B): 0.060765631 · Participants: 392Ep Wealth Advisors Admin, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ep Wealth Advisors Admin, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ep Wealth Advisors Admin, LLC 401(k) Plan side-by-side with 3 peers →

Ep Wealth Advisors Admin, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tampa Bay Rays 401(k) Plan in FL ($61M); by covered participants it is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Ep Wealth Advisors Admin, LLC 401(k) Plan assets move in 2024? ▼
Ep Wealth Advisors Admin, LLC 401(k) Plan surged - up 41.9% during 2024, from $43M to $61M. Reported net income was $18M.
How have Ep Wealth Advisors Admin, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ep Wealth Advisors Admin, LLC's sponsor-wide assets grew 100.5%, from $30M to $61M.
Where does Ep Wealth Advisors Admin, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ep Wealth Advisors Admin, LLC 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ep Wealth Advisors Admin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tampa Bay Rays 401(k) Plan in FL ($61M, 486 participants).
Which 401(k) plans cover a similar participant headcount to Ep Wealth Advisors Admin, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants, $4M 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 853603123.

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.