401(k) · DOL Form 5500 · 2024

Epic Healthcare Management, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,132
Participants Near avg headcount
77th
Percentile by assets National rank
$26,387
Avg per participant Low balance/head
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Official DOL plan name: Epic Healthcare Management, LLC 401(k) Plan · Sponsored by Epic Healthcare Management, LLC · New York · Healthcare & Social Assistance

$30M in assets, 1,132 participants

Epic Healthcare Management, LLC's Epic Healthcare Management, LLC 401(k) Plan reported $30M in total assets and 1,132 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,641 in Healthcare & Social Assistance (16,916 peers)

Where Epic Healthcare Management, LLC 401(k) Plan sits by assets

Epic Healthcare Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 1,132 participants (~$26,387/participant), up 0.4% in 2024.

#13,641
in Healthcare & Social Assistance (16,916 peers)
+0.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Epic Healthcare Management, LLC 401(k) Plan's outsized position by total assets

Epic Healthcare Management, LLC 401(k) Plan vs every filed plan by assets

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

$29,869,689 Top 23% higher than 77% 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

Epic Healthcare Management, LLC 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. Epic Healthcare Management, LLC 401(k) Plan lands in the large band (1,132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epic Healthcare Management, LLC 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $127K in the plan year 2024 filing.
  • Epic Healthcare Management, LLC 401(k) Plan reported participants fell from 1,185 in the plan year 2023 filing to 1,132 in the plan year 2024 filing.
  • Epic Healthcare Management, LLC 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 274757579 · Epic Healthcare Management, LLC PY 2024 · 401(k)

Epic Healthcare Management, LLC 401(k) Plan · $30M · 1,132 · 77th

  • 5500 $30M
  • ASSETS 1,132
  • PCT 77th
  • EIN 401(k)
  • RANK near Zwift, Inc. 401(k) Plan
  • PHOTO ind #13641

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 New York →

Epic Healthcare Management, LLC 401(k) Plan in the asset neighbourhood

Epic Healthcare Management, LLC 401(k) PlanEpic Healthcare Management, …$30MZwift, Inc. 401(k) Plan$30MWilliams-Keepers LLC 401(k) PlanWilliams-Keepers LLC 401(k) …$30MStorehouse Multiple Employer Plan Adopted by Dunn Lumber Co., Inc.Storehouse Multiple Employer…$30MCrisis24 Global Protective Solutions 401(k) PlanCrisis24 Global Protective S…$30M
End-of-year total assets ($M) among Epic Healthcare Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income$127K
Employer EIN274757579
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epic Healthcare Management, LLC)

Sponsor-wide plan assets over time

All Epic Healthcare Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.047956830333273% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.9M $29.9M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 1,140 $24M
2023 1 1,185 $30M
2024 1 1,132 $30M

Nearby 401(k) Plans in New York

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

Epic Healthcare Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Epic Healthcare Management, LLC 401(k) Plan, Total assets ($B): 0.029869689 · Participants: 1132Epic Healthcare Management, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Epic Healthcare Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Epic Healthcare Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Zwift, Inc. 401(k) Plan in CA ($30M); by covered participants it is Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan in OK (1,132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,132 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 Epic Healthcare Management, LLC 401(k) Plan assets move in 2024?
Epic Healthcare Management, LLC 401(k) Plan held essentially flat - up 0.4% during 2024, from $30M to $30M. Reported net income was $127K.
How have Epic Healthcare Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Epic Healthcare Management, LLC's sponsor-wide assets grew 25.0%, from $24M to $30M.
Where does Epic Healthcare Management, LLC 401(k) Plan rank by assets among Form 5500 filers?
Epic Healthcare Management, LLC 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Epic Healthcare Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Zwift, Inc. 401(k) Plan in CA ($30M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Epic Healthcare Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan in OK (1,132 participants, N/A in assets).