401(k) · DOL Form 5500 · 2024

Episource LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 336
Participants Below avg headcount: 64th
Percentile by assets National rank: $43,982
Avg per participant Low balance/head

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Official DOL plan name: Episource LLC 401(k) Plan · Sponsored by Episource LLC · Minnesota · Information & Media

$15M in assets, 336 participants

Episource LLC's Episource LLC 401(k) Plan reported $15M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#1,480 in Information & Media (2,822 peers)

Coverage in Minnesota

Episource LLC 401(k) Plan covers 336 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#1,480
in Information & Media (2,822 peers): +34.5%
assets growth YoY

Episource LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Episource LLC 401(k) Plan vs every filed plan by assets

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

$14,777,844 Top 36% higher than 64% 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

Episource 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. Episource LLC 401(k) Plan sits mid-pack in the medium band (336 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Episource LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Episource LLC 401(k) Plan reported participants rose from 308 in the plan year 2023 filing to 336 in the plan year 2024 filing.
Episource LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 204761361 · Episource LLC PY 2024 · 401(k)

Episource LLC 401(k) Plan · $15M · 336 · 64th

PHOTO $15M
PHOTO 336
PHOTO 64th
PHOTO 401(k)
PHOTO near Cumberland Heights Foundation, Inc. 401(k) Retirement Plan
PHOTO ind #1480

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 Information & Media retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Episource LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$15M
Net Income	$4M
Employer EIN	204761361
Plan Effective Date	2015-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Episource LLC)

Latest sponsor-wide plan assets: $15M 102.13595037727518% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	257	$7M
2023	1	308	$11M
2024	2	687	$15M

Nearby 401(k) Plans in Minnesota

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

Episource LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Episource LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Cumberland Heights Foundation, Inc. 401(k) Retirement Plan in TN ($15M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Cumberland Heights Foundation, Inc. 401(k) Retirement Plan (TN) $15M · 346
Swd, Inc. Defined Contribution Plan (IL) $15M · 202
Medical Eye Center Inc 401(k) Profit Sharing Plan and Trust (OR) $15M · 154
The Kenjya-Trusant Group, LLC 401(k) Plan (MD) $15M · 69

Similar participant headcount

Nearest other-state filings by covered participants (336 participants); asset peers above are excluded.

To-Ricos Employee Savings and Retirement Plan (PR) 336 · 0 off
981 Management Company LLC 401(k) Plan (NJ) 336 · 0 off
Nve Inc. Retirement Savings Plan (VA) 336 · 0 off
Asendia USA 401(k) Profit Sharing Plan (PA) 336 · 0 off

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 Episource LLC 401(k) Plan assets move in 2024? ▼

Episource LLC 401(k) Plan surged - up 34.5% during 2024, from $11M to $15M. Reported net income was $4M.

How have Episource LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Episource LLC's sponsor-wide assets grew 102.1%, from $7M to $15M.

Which 401(k) plans are similar in size to Episource LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cumberland Heights Foundation, Inc. 401(k) Retirement Plan in TN ($15M, 346 participants).

Which 401(k) plans cover a similar participant headcount to Episource LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 204761361.