Other · DOL Form 5500 · 2024
Ep!C, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 225
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $20,649
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Ep!C · Sponsored by Ep!C, Inc. · Illinois · Healthcare & Social Assistance
$5M in assets, 225 participants
Ep!C, Inc.'s 403(b) Thrift Plan for Employees of Ep!C reported $5M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,315 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
403(b) Thrift Plan for Employees of Ep!C covers 225 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $5M.
- #7,315
- in Healthcare & Social Assistance (16,916 peers)
- +23.5%
- assets growth YoY
403(b) Thrift Plan for Employees of Ep!C's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Ep!C vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,645,978 41st percentile higher than 41% 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
403(b) Thrift Plan for Employees of Ep!C 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. 403(b) Thrift Plan for Employees of Ep!C sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Ep!C end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Ep!C reported net income rose from $719K in the plan year 2023 filing to $883K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Ep!C reported participants rose from 213 in the plan year 2023 filing to 225 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 370794792 · Ep!C, Inc. PY 2024 · Other
403(b) Thrift Plan for Employees of Ep!C · $5M · 225 · 41st
- EBSA $5M
- EBSA 225
- EBSA 41st
- EBSA Other
- EBSA near Ccres 403(b) Plan
- EBSA ind #7315
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 Illinois →
403(b) Thrift Plan for Employees of Ep!C in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $883K |
| Employer EIN | 370794792 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ep!C, Inc.)
Sponsor-wide plan assets over time
All Ep!C, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 703.7352107583607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 209 | $3M |
| 2023 | 2 | 215 | $4M |
| 2024 | 3 | 291 | $25M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
403(b) Thrift Plan for Employees of Ep!C's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Ccres 403(b) Plan in PA ($5M); by covered participants it is The Guild for Exceptional Children 403(b) Plan in NY (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- The Guild for Exceptional Children 403(b) Plan (NY) 225 · 0 off
- Montgomery County Mh/Mr Emergency Service Retirement Plan (PA) 225 · 0 off
- El Education, Inc. 403(b) Plan (NY) 225 · 0 off
- Madd 403b Plan (TX) 225 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.