401(k) · DOL Form 5500 · 2024

Epcor USA, Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
558
Participants Below avg headcount
86th
Percentile by assets National rank
$103,454
Avg per participant Below avg balance/head
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Official DOL plan name: Epcor USA Inc. 401(k) Savings Plan · Sponsored by Epcor USA, Inc. · Arizona · Utilities

$58M in assets, 558 participants

Epcor USA, Inc.'s Epcor USA Inc. 401(k) Savings Plan reported $58M in total assets and 558 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #389 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Epcor USA Inc. 401(k) Savings Plan ranks #389 of 732 2024 filers by assets (930% of the sector average)-$58M for 558 participants.

#389
in Utilities (732 peers)
+19.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Epcor USA Inc. 401(k) Savings Plan's outsized position by total assets

Epcor USA Inc. 401(k) Savings Plan vs every filed plan by assets

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

$57,727,300 Top 14% higher than 86% 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

Epcor USA 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. Epcor USA Inc. 401(k) Savings Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epcor USA Inc. 401(k) Savings Plan reported participants rose from 452 in the plan year 2023 filing to 558 in the plan year 2024 filing.
  • Epcor USA Inc. 401(k) Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Epcor USA Inc. 401(k) Savings Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 460525312 · Epcor USA, Inc. PY 2024 · 401(k)

Epcor USA Inc. 401(k) Savings Plan · $58M · 558 · 86th

  • TYPE $58M
  • TYPE 558
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Apps Associates LLC 401(k) Plan
  • TYPE ind #389

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 Utilities retirement plans → · Plans in Arizona →

Epcor USA Inc. 401(k) Savings Plan in the asset neighbourhood

Childress Klein Properties, Inc. 401(k) PlanChildress Klein Properties, …$58MCelldex Therapeutics, Inc. Employee Savings PlanCelldex Therapeutics, Inc. E…$58MEpcor USA Inc. 401(k) Savings PlanEpcor USA Inc. 401(k) Saving…$58MApps Associates LLC 401(k) PlanApps Associates LLC 401(k) P…$58MInnovance, Inc. Employee Stock Ownership Plan and TrustInnovance, Inc. Employee Sto…$58M
End-of-year total assets ($M) among Epcor USA Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN460525312
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epcor USA, Inc.)

Sponsor-wide plan assets over time

All Epcor USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 26.20226815142457% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.7M $72.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 453 $58M
2023 2 498 $72M
2024 2 601 $73M

Nearby 401(k) Plans in Arizona

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

Epcor USA Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Epcor USA Inc. 401(k) Savings Plan, Total assets ($B): 0.0577273 · Participants: 558Epcor USA Inc. 401(k) Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Epcor USA Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Epcor USA Inc. 401(k) Savings Plan side-by-side with 3 peers →

Epcor USA Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Apps Associates LLC 401(k) Plan in MA ($58M); by covered participants it is Niantic, Inc. 401(k) Plan in CA (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Epcor USA Inc. 401(k) Savings Plan assets move in 2024? ▼
Epcor USA Inc. 401(k) Savings Plan grew sharply - up 19.1% during 2024, from $48M to $58M. Reported net income was $9M.
How have Epcor USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epcor USA, Inc.'s sponsor-wide assets grew 26.2%, from $58M to $73M.
Where does Epcor USA Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Epcor USA Inc. 401(k) Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Epcor USA Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apps Associates LLC 401(k) Plan in MA ($58M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Epcor USA Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Niantic, Inc. 401(k) Plan in CA (558 participants, $94M 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 460525312.

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.