401(k) · DOL Form 5500 · 2024

Kysor Warren Epta US Corporation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
578
Participants Below avg headcount
74th
Percentile by assets National rank
$42,076
Avg per participant Low balance/head
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Official DOL plan name: Epta US 401(k) Retirement Plan · Sponsored by Kysor Warren Epta US Corporation · Georgia · Manufacturing

$24M in assets, 578 participants

Kysor Warren Epta US Corporation's Epta US 401(k) Retirement Plan reported $24M in total assets and 578 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.

  • #11,412 in Manufacturing (17,777 peers)

Kysor Warren Epta US Corporation multi-year trail

Kysor Warren Epta US Corporation's plans moved +42.9% in assets from 2022 to 2024; this filing shows Epta US 401(k) Retirement Plan at $24M / 578 participants.

#11,412
in Manufacturing (17,777 peers)
+14.3%
assets growth YoY

Epta US 401(k) Retirement Plan's outsized position by total assets

Epta US 401(k) Retirement Plan vs every filed plan by assets

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

$24,320,062 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

Epta US 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. Epta US 401(k) Retirement Plan sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epta US 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Epta US 401(k) Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Epta US 401(k) Retirement Plan reported participants fell from 590 in the plan year 2023 filing to 578 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 611918959 · Kysor Warren Epta US Corporation PY 2024 · 401(k)

Epta US 401(k) Retirement Plan · $24M · 578 · 74th

  • VS-ST $24M
  • BOY 578
  • SCH 74th
  • EBSA 401(k)
  • PART near Safety Management Group, LLC 401(k) Plan
  • TYPE ind #11412

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 Georgia →

Epta US 401(k) Retirement Plan in the asset neighbourhood

Epta US 401(k) Retirement PlanEpta US 401(k) Retirement Pl…$24MSafety Management Group, LLC 401(k) PlanSafety Management Group, LLC…$24MDevaney Energy, Inc. 401(k) Retirement PlanDevaney Energy, Inc. 401(k) …$24MSemler Brossy Consulting Group, LLC 401(k) Profit Sharing PlanSemler Brossy Consulting Gro…$24MCapital Power Operations USA Inc. 401(k) PlanCapital Power Operations USA…$24M
End-of-year total assets ($M) among Epta US 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kysor Warren Epta US Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kysor Warren Epta US Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.91659950328381% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17M $24.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 480 $17M
2023 1 590 $21M
2024 1 578 $24M

Kysor Warren Epta US Corporation filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN611918959
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Epta US 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Epta US 401(k) Retirement Plan, Total assets ($B): 0.024320062 · Participants: 578Epta US 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Epta US 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Epta US 401(k) Retirement Plan side-by-side with 3 peers →

Epta US 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Safety Management Group, LLC 401(k) Plan in IN ($24M); by covered participants it is Jl Audio 401(k) Plan in FL (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Epta US 401(k) Retirement Plan assets move in 2024? ▼
Epta US 401(k) Retirement Plan grew at a solid clip - up 14.3% during 2024, from $21M to $24M. Reported net income was $3M.
How have Kysor Warren Epta US Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kysor Warren Epta US Corporation's sponsor-wide assets grew 42.9%, from $17M to $24M.
Which 401(k) plans are similar in size to Epta US 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safety Management Group, LLC 401(k) Plan in IN ($24M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Epta US 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jl Audio 401(k) Plan in FL (578 participants, N/A 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 611918959.

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.