401(k) · DOL Form 5500 · 2024

Ep Loya Group, LP 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
2,037
Participants Near avg headcount
74th
Percentile by assets National rank
$12,109
Avg per participant Low balance/head
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Official DOL plan name: Fred Loya Insurance 401(k) Retirement Plan · Sponsored by Ep Loya Group, LP · Texas · Finance & Insurance

$25M in assets, 2,037 participants

Ep Loya Group, LP's Fred Loya Insurance 401(k) Retirement Plan reported $25M in total assets and 2,037 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,148 in Finance & Insurance (8,549 peers)

Coverage in Texas

Fred Loya Insurance 401(k) Retirement Plan covers 2,037 participants in Texas, 3.0x the typical Texas plan (state average ~688 per filing). Assets: $25M.

#5,148
in Finance & Insurance (8,549 peers)
+18.8%
assets growth YoY

Fred Loya Insurance 401(k) Retirement Plan's outsized position by total assets

Fred Loya Insurance 401(k) Retirement Plan vs every filed plan by assets

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

$24,665,222 Top 26% higher than 74% 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

Fred Loya Insurance 401(k) Retirement 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. Fred Loya Insurance 401(k) Retirement Plan lands in the large band (2,037 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fred Loya Insurance 401(k) Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Fred Loya Insurance 401(k) Retirement Plan reported participants rose from 1,847 in the plan year 2023 filing to 2,037 in the plan year 2024 filing.
  • Fred Loya Insurance 401(k) Retirement 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 →

DOL schedule card

Filing strip 810586757 · Ep Loya Group, LP PY 2024 · 401(k)

Fred Loya Insurance 401(k) Retirement Plan · $25M · 2,037 · 74th

  • IND $25M
  • IND 2,037
  • IND 74th
  • IND 401(k)
  • IND near Ata National Title Group, LLC 401(k) Profit Sharing Plan and Trust
  • IND ind #5148

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 Finance & Insurance retirement plans → · Plans in Texas →

Fred Loya Insurance 401(k) Retirement Plan in the asset neighbourhood

Fred Loya Insurance 401(k) Retirement PlanFred Loya Insurance 401(k) R…$25MTm Pay, Inc. 401(k) Plan$25MAta National Title Group, LLC 401(k) Profit Sharing Plan and TrustAta National Title Group, LL…$25MTri-County Orthopedic & Sports Medicine, P.a. 401(k) Profit Sharing PlanTri-County Orthopedic & Spor…$25MChapel Hill Academy 401(k) Profit Sharing PlanChapel Hill Academy 401(k) P…$25M
End-of-year total assets ($M) among Fred Loya Insurance 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN810586757
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ep Loya Group, LP)

Sponsor-wide plan assets over time

All Ep Loya Group, LP plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.01824338363527% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $24.7M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 1,807 $17M
2023 1 1,847 $21M
2024 1 2,037 $25M

Nearby 401(k) Plans in Texas

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

Fred Loya Insurance 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fred Loya Insurance 401(k) Retirement Plan, Total assets ($B): 0.024665222 · Participants: 2037Fred Loya Insurance 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Fred Loya Insurance 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fred Loya Insurance 401(k) Retirement Plan side-by-side with 3 peers →

Fred Loya Insurance 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ata National Title Group, LLC 401(k) Profit Sharing Plan and Trust in MI ($25M); by covered participants it is Workiva 401(k) Plan in IA (2,037 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,037 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 Fred Loya Insurance 401(k) Retirement Plan assets move in 2024? ▼
Fred Loya Insurance 401(k) Retirement Plan grew sharply - up 18.8% during 2024, from $21M to $25M. Reported net income was $4M.
How have Ep Loya Group, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ep Loya Group, LP's sponsor-wide assets grew 45.0%, from $17M to $25M.
Which 401(k) plans are similar in size to Fred Loya Insurance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ata National Title Group, LLC 401(k) Profit Sharing Plan and Trust in MI ($25M, 376 participants).
Which 401(k) plans cover a similar participant headcount to Fred Loya Insurance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Workiva 401(k) Plan in IA (2,037 participants, $189M 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 810586757.

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.