401(k) · DOL Form 5500 · 2023

Epic Sheet Metal, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 219
Participants Below avg headcount: 30th
Percentile by assets National rank: $8,604
Avg per participant Low balance/head

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Official DOL plan name: Epic Sheet Metal, Inc. Retirement Plan · Sponsored by Epic Sheet Metal, Inc. · California · Manufacturing

$2M in assets, 219 participants

Epic Sheet Metal, Inc.'s Epic Sheet Metal, Inc. Retirement Plan reported $2M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#2,707 in Manufacturing (18,722 peers)

Coverage in California

Epic Sheet Metal, Inc. Retirement Plan covers 219 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,707
in Manufacturing (18,722 peers): +29.4%
assets growth YoY

Epic Sheet Metal, Inc. Retirement Plan among the smaller filed plans by assets

Epic Sheet Metal, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,884,263 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Epic Sheet Metal, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epic Sheet Metal, Inc. Retirement Plan sits mid-pack in the medium band (219 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 821209807 · Epic Sheet Metal, Inc. PY 2023 · 401(k)

Epic Sheet Metal, Inc. Retirement Plan · $2M · 219 · 30th

SCH $2M
EBSA 219
PART 30th
TYPE 401(k)
NET near Maddox Pain Management, P.C. 401(k) Profit Sharing Plan
BOOK ind #2707

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 California →

End-of-year total assets ($M) among Epic Sheet Metal, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$428K
Employer EIN	821209807
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Epic Sheet Metal, Inc.)

Latest sponsor-wide plan assets: $2M 18.087920847567457% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	219	$2M
2024	1	247	$2M

Nearby 401(k) Plans in California

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

Epic Sheet Metal, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Epic Sheet Metal, Inc. Retirement Plan side-by-side with 3 peers →

Epic Sheet Metal, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Maddox Pain Management, P.C. 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Maddox Pain Management, P.C. 401(k) Profit Sharing Plan (AL) $2M · 4
Arapahoe, Inc. 401(k) Profit Sharing Plan (MS) $2M · 35
Rgce, LLC 401(k) Plan (OK) $2M · 8
Azura Living LLC 401(k) Profit Sharing Plan & Trust (WI) $2M · 214

Similar participant headcount

Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.

Raven Industries, Inc. 401(k) Plan (SD) 219 · 0 off
Systel Business Equipment Co., Inc. 401(k) Psp (NC) 219 · 0 off
Stumptown Coffee 401(k) Plan (OR) 219 · 0 off
Five Points Bank 401(k) Plan (NE) 219 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Epic Sheet Metal, Inc. Retirement Plan assets move in 2023? ▼

Epic Sheet Metal, Inc. Retirement Plan grew sharply - up 29.4% during 2023, from $1M to $2M. Reported net income was $428K.

How have Epic Sheet Metal, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Epic Sheet Metal, Inc.'s sponsor-wide assets grew 18.1%, from $2M to $2M.

Which 401(k) plans are similar in size to Epic Sheet Metal, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Maddox Pain Management, P.C. 401(k) Profit Sharing Plan in AL ($2M, 4 participants).

Which 401(k) plans cover a similar participant headcount to Epic Sheet Metal, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821209807.