401(k) · DOL Form 5500 · 2024

Epoch Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,161
Participants Near avg headcount
69th
Percentile by assets National rank
$16,530
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epoch Senior Living 401(k) Plan · Sponsored by Epoch Senior Living, LLC · Massachusetts · Healthcare & Social Assistance

$19M in assets, 1,161 participants

Epoch Senior Living, LLC's Epoch Senior Living 401(k) Plan reported $19M in total assets and 1,161 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,546 in Healthcare & Social Assistance (16,916 peers)

Epoch Senior Living, LLC multi-year trail

Epoch Senior Living, LLC's plans moved +39.2% in assets from 2022 to 2024; this filing shows Epoch Senior Living 401(k) Plan at $19M / 1,161 participants.

#12,546
in Healthcare & Social Assistance (16,916 peers)
+15.3%
assets growth YoY

Epoch Senior Living 401(k) Plan's outsized position by total assets

Epoch Senior Living 401(k) Plan vs every filed plan by assets

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

$19,191,383 Top 31% higher than 69% 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

Epoch Senior Living 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epoch Senior Living 401(k) Plan lands in the large band (1,161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epoch Senior Living 401(k) Plan reported participants rose from 950 in the plan year 2023 filing to 1,161 in the plan year 2024 filing.
  • Epoch Senior Living 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Epoch Senior Living 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208907071 · Epoch Senior Living, LLC PY 2024 · 401(k)

Epoch Senior Living 401(k) Plan · $19M · 1,161 · 69th

  • NET $19M
  • NET 1,161
  • NET 69th
  • NET 401(k)
  • NET near Wolverine Building Group, Inc. Savings and Retirement Plan
  • NET ind #12546

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 Massachusetts →

Epoch Senior Living 401(k) Plan in the asset neighbourhood

Epoch Senior Living 401(k) PlanEpoch Senior Living 401(k) P…$19MWolverine Building Group, Inc. Savings and Retirement PlanWolverine Building Group, In…$19MAnswerlab 401(k) Profit Sharing PlanAnswerlab 401(k) Profit Shar…$19MB.R. Funsten & Company, Inc 401(k) Profit Sharing PlanB.R. Funsten & Company, Inc …$19MOverhead Door Corporation Retirement Plan for Hourly EmployeesOverhead Door Corporation Re…$19M
End-of-year total assets ($M) among Epoch Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Epoch Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Epoch Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.1752181825882% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $19.2M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 878 $14M
2023 1 950 $17M
2024 1 1,161 $19M

Epoch Senior Living, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN208907071
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Epoch Senior Living 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Epoch Senior Living 401(k) Plan, Total assets ($B): 0.019191383 · Participants: 1161Epoch Senior Living 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
Epoch Senior Living 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Epoch Senior Living 401(k) Plan side-by-side with 3 peers →

Epoch Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Wolverine Building Group, Inc. Savings and Retirement Plan in MI ($19M); by covered participants it is The Esab Group, Inc. 401(k) Retirement Savings Plan in MD (1,161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,161 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 Epoch Senior Living 401(k) Plan assets move in 2024? ▼
Epoch Senior Living 401(k) Plan grew sharply - up 15.3% during 2024, from $17M to $19M. Reported net income was $3M.
How have Epoch Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epoch Senior Living, LLC's sponsor-wide assets grew 39.2%, from $14M to $19M.
Which 401(k) plans are similar in size to Epoch Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolverine Building Group, Inc. Savings and Retirement Plan in MI ($19M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Epoch Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Esab Group, Inc. 401(k) Retirement Savings Plan in MD (1,161 participants, $222M 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 208907071.

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.