401(k) · DOL Form 5500 · 2024

The Epiphany School, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
53
Participants Small participant base
43rd
Percentile by assets National rank
$100,207
Avg per participant Below avg balance/head
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Official DOL plan name: The Epiphany School 401(k) Plan · Sponsored by The Epiphany School, Inc. · Massachusetts · Educational Services

$5M in assets, 53 participants

The Epiphany School, Inc.'s The Epiphany School 401(k) Plan reported $5M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,014 in Educational Services (3,638 peers)

The Epiphany School, Inc. multi-year trail

The Epiphany School, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows The Epiphany School 401(k) Plan at $5M / 53 participants.

#1,014
in Educational Services (3,638 peers)
+17.4%
assets growth YoY

The Epiphany School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

The Epiphany School 401(k) Plan vs every filed plan by assets

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

$5,310,957 43rd percentile higher than 43% 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

The Epiphany School 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. The Epiphany School 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Epiphany School 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Epiphany School 401(k) Plan reported net income fell from $908K in the plan year 2023 filing to $789K in the plan year 2024 filing.
  • The Epiphany School 401(k) Plan reported participants rose from 48 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043391788 · The Epiphany School, Inc. PY 2024 · 401(k)

The Epiphany School 401(k) Plan · $5M · 53 · 43rd

  • 5500 $5M
  • 5500 53
  • 5500 43rd
  • 5500 401(k)
  • 5500 near Gornto & Associates, Inc. 401(k) Plan
  • 5500 ind #1014

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 Educational Services retirement plans → · Plans in Massachusetts →

The Epiphany School 401(k) Plan in the asset neighbourhood

The Epiphany School 401(k) PlanThe Epiphany School 401(k) P…$5MGornto & Associates, Inc. 401(k) PlanGornto & Associates, Inc. 40…$5MAlternatives, Inc. 401(k) PlanAlternatives, Inc. 401(k) Pl…$5MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.Safe-Harbor 401(k) Profit Sh…$5M1915 South Co. 401(k) Plan$5M
End-of-year total assets ($M) among The Epiphany School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Epiphany School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Epiphany School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.95651452075491% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.61M $5.31M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 50 $4M
2023 1 48 $5M
2024 1 53 $5M

The Epiphany School, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$789K
Employer EIN043391788
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The Epiphany School 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Epiphany School 401(k) Plan, Total assets ($B): 0.005310957 · Participants: 53The Epiphany School 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Epiphany School 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Epiphany School 401(k) Plan side-by-side with 3 peers →

The Epiphany School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gornto & Associates, Inc. 401(k) Plan in TX ($5M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 The Epiphany School 401(k) Plan assets move in 2024? ▼
The Epiphany School 401(k) Plan grew sharply - up 17.4% during 2024, from $5M to $5M. Reported net income was $789K.
How have The Epiphany School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Epiphany School, Inc.'s sponsor-wide assets grew 47.0%, from $4M to $5M.
Which 401(k) plans are similar in size to The Epiphany School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gornto & Associates, Inc. 401(k) Plan in TX ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Epiphany School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 043391788.

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.