401(k) · DOL Form 5500 · 2024
Epic Pharma LLC Union 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $27,153
- Avg per participant Low balance/head
Official DOL plan name: Epic Pharma LLC Union 401(k) Plan · Sponsored by Epic Pharma LLC Union · New York · Manufacturing
$4M in assets, 142 participants
Epic Pharma LLC Union's Epic Pharma LLC Union 401(k) Plan reported $4M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #3,715 in Manufacturing (17,777 peers)
Coverage in New York
Epic Pharma LLC Union 401(k) Plan covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #3,715
- in Manufacturing (17,777 peers)
- +23.1%
- assets growth YoY
Epic Pharma LLC Union 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Epic Pharma LLC Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,855,670 38th percentile higher than 38% 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
Epic Pharma LLC Union 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. Epic Pharma LLC Union 401(k) Plan sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Epic Pharma LLC Union 401(k) Plan reported net income rose from $586K in the plan year 2023 filing to $722K in the plan year 2024 filing.
- Epic Pharma LLC Union 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Epic Pharma LLC Union 401(k) Plan reported participants rose from 132 in the plan year 2023 filing to 142 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 320254130 · Epic Pharma LLC Union PY 2024 · 401(k)
Epic Pharma LLC Union 401(k) Plan · $4M · 142 · 38th
- SCH $4M
- EBSA 142
- PART 38th
- TYPE 401(k)
- NET near Baughman and Turner Inc. Profit Sharing Plan and Trust
- BOOK ind #3715
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 Manufacturing retirement plans → · Plans in New York →
Epic Pharma LLC Union 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $722K |
| Employer EIN | 320254130 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epic Pharma LLC Union)
Sponsor-wide plan assets over time
All Epic Pharma LLC Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 49.4507819528966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $13M |
| 2023 | 2 | 244 | $17M |
| 2024 | 2 | 265 | $20M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Epic Pharma LLC Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Baughman and Turner Inc. Profit Sharing Plan and Trust in NV ($4M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Slickdeals, LLC 401(k) Profit Sharing Plan (NV) 142 · 0 off
- Km Printing LLC 401(k) Plan (MD) 142 · 0 off
- A & K Earth Movers, Inc. Retirement Plan (NV) 142 · 0 off
- Quick Crete Products Corp. 401(k) Plan (CA) 142 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.