401(k) · DOL Form 5500 · 2024
Epworth Living, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 327
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $15,706
- Avg per participant Low balance/head
Official DOL plan name: Epworth Living, Inc. 401(k) Retirement Plan · Sponsored by Epworth Living, Inc. · Oklahoma · Healthcare & Social Assistance
$5M in assets, 327 participants
Epworth Living, Inc.'s Epworth Living, Inc. 401(k) Retirement Plan reported $5M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,718 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Epworth Living, Inc. 401(k) Retirement Plan covers 327 participants in Oklahoma, about 43% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.
- #7,718
- in Healthcare & Social Assistance (16,916 peers)
- +11.4%
- assets growth YoY
Epworth Living, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Epworth Living, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,135,753 42nd percentile higher than 42% 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
Epworth Living, Inc. 401(k) Retirement 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. Epworth Living, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (327 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Epworth Living, Inc. 401(k) Retirement Plan reported net income rose from $474K in the plan year 2023 filing to $528K in the plan year 2024 filing.
- Epworth Living, Inc. 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Epworth Living, Inc. 401(k) Retirement Plan reported participants rose from 299 in the plan year 2023 filing to 327 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 462849151 · Epworth Living, Inc. PY 2024 · 401(k)
Epworth Living, Inc. 401(k) Retirement Plan · $5M · 327 · 42nd
- 5500 $5M
- 5500 327
- 5500 42nd
- 5500 401(k)
- 5500 near 403(b) Thrift Plan for Houston Spca
- 5500 ind #7718
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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →
Epworth Living, Inc. 401(k) Retirement Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $528K |
| Employer EIN | 462849151 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epworth Living, Inc.)
Sponsor-wide plan assets over time
All Epworth Living, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 24.24554577891987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 265 | $4M |
| 2023 | 1 | 299 | $5M |
| 2024 | 1 | 327 | $5M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Epworth Living, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is 403(b) Thrift Plan for Houston Spca in TX ($5M); by covered participants it is Farmers Mutual 401(k) Savings Plan in NE (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.
- Farmers Mutual 401(k) Savings Plan (NE) 327 · 0 off
- Vital Care 401(k) Plan (TN) 327 · 0 off
- International Cars, Ltd., Inc. Salary Deferral 401(k) Profit Sharing Plan (MA) 327 · 0 off
- Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan (IN) 327 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.