401(k) · DOL Form 5500 · 2024
Eppstein Uhen Architects, Inc. 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 264
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $192,252
- Avg per participant Above avg balance/head
Official DOL plan name: Eppstein Uhen Architects, Inc. 401(k) Savings Plan · Sponsored by Eppstein Uhen Architects, Inc. · Wisconsin · Professional & Technical Services
$51M in assets, 264 participants
Eppstein Uhen Architects, Inc.'s Eppstein Uhen Architects, Inc. 401(k) Savings Plan reported $51M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,172 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Eppstein Uhen Architects, Inc. 401(k) Savings Plan covers 264 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $51M.
- #17,172
- in Professional & Technical Services (20,173 peers)
- +15.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Eppstein Uhen Architects, Inc. 401(k) Savings Plan's outsized position by total assets
Eppstein Uhen Architects, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,754,451 Top 16% higher than 84% 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
Eppstein Uhen Architects, Inc. 401(k) Savings 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. Eppstein Uhen Architects, Inc. 401(k) Savings Plan sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eppstein Uhen Architects, Inc. 401(k) Savings Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Eppstein Uhen Architects, Inc. 401(k) Savings Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Eppstein Uhen Architects, Inc. 401(k) Savings Plan reported participants rose from 253 in the plan year 2023 filing to 264 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391370336 · Eppstein Uhen Architects, Inc. PY 2024 · 401(k)
Eppstein Uhen Architects, Inc. 401(k) Savings Plan · $51M · 264 · 84th
- TYPE $51M
- TYPE 264
- TYPE 84th
- TYPE 401(k)
- TYPE near Cascade Drilling LP and Its Subsidiaries 401(k) Retirement Plan and Trust
- TYPE ind #17172
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 Wisconsin →
Eppstein Uhen Architects, Inc. 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 391370336 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eppstein Uhen Architects, Inc.)
Sponsor-wide plan assets over time
All Eppstein Uhen Architects, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 38.23619708013014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $37M |
| 2023 | 1 | 253 | $44M |
| 2024 | 1 | 264 | $51M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Eppstein Uhen Architects, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Cascade Drilling LP and Its Subsidiaries 401(k) Retirement Plan and Trust in WA ($51M); by covered participants it is Foxtrot Ventures 401(k) Plan in DE (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Cascade Drilling LP and Its Subsidiaries 401(k) Retirement Plan and Trust (WA) $51M · 755
- Nyx, Inc. & Affiliates 401(k) Plan (MI) $51M · 3,042
- Kanadevia Group 401(k) Plan (TX) $51M · 198
- Allen & Overy Associates 401(k) Plan (NY) $51M · 297
Similar participant headcount
Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.
- Foxtrot Ventures 401(k) Plan (DE) 264 · 0 off
- Williams Lumber Inc. 401(k) Profit Sharing Plan (NY) 264 · 0 off
- Flexe, Inc. 401(k) Plan (WA) 264 · 0 off
- Tiger Lines, LLC 401(k) Profit Sharing Plan (CA) 264 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.