Other · DOL Form 5500 · 2024
Enterprise Professional Services, Inc. Retirement Plan
Data updated 2026-08-25
- $978K
- Total assets Small plan by assets
- 262
- Participants Below avg headcount
- 23rd
- Percentile by assets National rank
- $3,734
- Avg per participant Low balance/head
Official DOL plan name: Epsi 403(b) Plan · Sponsored by Enterprise Professional Services, Inc. · Texas · Administrative & Support Services
$978K in assets, 262 participants
Enterprise Professional Services, Inc.'s Epsi 403(b) Plan reported $978K in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #2,024 in Administrative & Support Services (4,368 peers)
Coverage in Texas
Epsi 403(b) Plan covers 262 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $978K.
- #2,024
- in Administrative & Support Services (4,368 peers)
- +0.8%
- assets growth YoY
Epsi 403(b) Plan among the smaller filed plans by assets
Epsi 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$978,368 23rd percentile higher than 23% 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
Epsi 403(b) 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. Epsi 403(b) Plan sits mid-pack in the medium band (262 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Epsi 403(b) Plan reported net income fell from $120K in the plan year 2023 filing to $8K in the plan year 2024 filing.
- Epsi 403(b) Plan reported participants rose from 139 in the plan year 2023 filing to 262 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 450896436 · Enterprise Professional Services, Inc. PY 2024 · Other
Epsi 403(b) Plan · $978K · 262 · 23rd
- 5500 $978K
- 5500 262
- 5500 23rd
- 5500 Other
- 5500 near Larry Greenbaum Keogh
- 5500 ind #2024
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 Administrative & Support Services retirement plans → · Plans in Texas →
Epsi 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $970K |
|---|---|
| Net Assets (End of Year) | $978K |
| Net Income | $8K |
| Employer EIN | 450896436 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Enterprise Professional Services, Inc.)
Sponsor-wide plan assets over time
All Enterprise Professional Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $978K 15.08979626887004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $850K |
| 2023 | 1 | 139 | $970K |
| 2024 | 1 | 262 | $978K |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Epsi 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Larry Greenbaum Keogh in MD ($971K); by covered participants it is Center for Family Health 403(b) Employer Retirement Plan in MI (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($978K here).
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
- Center for Family Health 403(b) Employer Retirement Plan (MI) 262 · 0 off
- Westminster Christian School 403(b) Plan (FL) 262 · 0 off
- University of Providence 403(b) DC Plan (MT) 262 · 0 off
- Presbyterian Seniorcare Network Retirement Plan (PA) 262 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.