401(k) · DOL Form 5500 · 2024

Epic Research, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
34th
Percentile by assets National rank
$216,500
Avg per participant Above avg balance/head
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Official DOL plan name: Epic Research 401(k) Plan · Sponsored by Epic Research, LLC · Delaware · Professional & Technical Services

$3M in assets, 14 participants

Epic Research, LLC's Epic Research 401(k) Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,194 in Professional & Technical Services (20,173 peers)

Epic Research, LLC multi-year trail

Epic Research, LLC's plans moved +76.1% in assets from 2022 to 2024; this filing shows Epic Research 401(k) Plan at $3M / 14 participants.

#6,194
in Professional & Technical Services (20,173 peers)
+33.5%
assets growth YoY

Epic Research 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Epic Research 401(k) Plan vs every filed plan by assets

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

$3,030,994 34th percentile higher than 34% 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

Epic Research 401(k) 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. Epic Research 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epic Research 401(k) Plan reported net income rose from $550K in the plan year 2023 filing to $760K in the plan year 2024 filing.
  • Epic Research 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Epic Research 401(k) Plan reported participants fell from 17 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 260228118 · Epic Research, LLC PY 2024 · 401(k)

Epic Research 401(k) Plan · $3M · 14 · 34th

  • EBSA $3M
  • PART 14
  • TYPE 34th
  • NET 401(k)
  • BOOK near Dr. Greg a. Roberts, P.C. 401(k) Plan
  • VS-ST ind #6194

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 Delaware →

Epic Research 401(k) Plan in the asset neighbourhood

Epic Research 401(k) Plan$3MDr. Greg a. Roberts, P.C. 401(k) PlanDr. Greg a. Roberts, P.C. 40…$3MCompuweather, Inc. 401(k) PlanCompuweather, Inc. 401(k) Pl…$3MYarra, Rivas & Associates 401(k) Profit Sharing PlanYarra, Rivas & Associates 40…$3MArchitectural Fabrication, Inc 401(k) PlanArchitectural Fabrication, I…$3M
End-of-year total assets ($M) among Epic Research 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Epic Research, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Epic Research, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.1283188283347% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.72M $3.03M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 17 $2M
2024 1 14 $3M

Epic Research, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$760K
Employer EIN260228118
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Delaware

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

Epic Research 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants Epic Research 401(k) Plan, Total assets ($B): 0.003030994 · Participants: 14Epic Research 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
Epic Research 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Epic Research 401(k) Plan side-by-side with 3 peers →

Epic Research 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Dr. Greg a. Roberts, P.C. 401(k) Plan in UT ($3M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Epic Research 401(k) Plan assets move in 2024? ▼
Epic Research 401(k) Plan surged - up 33.5% during 2024, from $2M to $3M. Reported net income was $760K.
How have Epic Research, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epic Research, LLC's sponsor-wide assets grew 76.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Epic Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dr. Greg a. Roberts, P.C. 401(k) Plan in UT ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Epic Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 260228118.

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.