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Employer · plans filed under one EIN

Ep!c, Inc.

Peoria, IL · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$15.8Mnet assets across plans
583participant records247 active
$2.6Memployer contributions, latest plan years$10,416 per active record
$48KSchedule C compensation to organisations$82.31 per participant record

Ep!c, Inc., based in Peoria, Illinois, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 583 participant records and $15.8M in net assets.

The largest is 403(b) Thrift Plan for Employees of Ep!c, a 403(b) plan with 314 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.6M and participant contributions $415K in the latest plan years; benefits paid were $759K. Schedule C compensation reported to service provider organisations totalled $48K.

Combined net assets moved from $5.7M in 2009 to $15.8M in 2024 (up 180%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
403(b) Thrift Plan for Employees of Ep!c403(b) plan2024314$4.6M$14,796$1,104$28K
Defined Benefit Plan for Employees of Epicdefined benefit pension plan2024269$11.2M$41,629—$20K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $5.7M2010: $6.0M2011: $7.1M2012: $7.4M2013: $8.4M2014: $8.5M2015: $8.2M2016: $8.4M2017: $9.2M2018: $8.6M2019: $9.6M2020: $3.0M2021: $2.6M2022: $3.0M2023: $3.8M2024: $15.8M$5.7M$15.8M20092012201620202024
Combined net assets
2009: 5152010: 5152011: 6922012: 5652013: 5472014: 5302015: 4892016: 4522017: 4352018: 4252019: 4112020: 1302021: 1462022: 3112023: 2962024: 58351569258320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242583$15.8M$2.6M$415K
20231296$3.8M$156K$260K
20221311$3.0M$45K$202K
20211146$2.6M$37K$170K
20201130$3.0M$37K$159K
20192411$9.6M$386K$153K
20182425$8.6M$157K$138K
20172435$9.2M$158K$126K
20162452$8.4M$84K$109K
20152489$8.2M$85K$96K
20142530$8.5M$142K$93K
20132547$8.4M$127K$105K
20122565$7.4M$36K$107K
20112692$7.1M$41K$110K
20101515$6.0M$0$0
20091515$5.7M$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Newport Group, Inc.Contract Administrator; Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution)1$28,072
Mutual of America Life Insurance Co.Claims processing; Recordkeeping and information management; Participant loan processing; Actuarial2$19,914

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Newport Group, Inc.$28K
Mutual of America Life Insurance Co.$20K

Questions and answers

How many retirement plans does Ep!c, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: 403(b) Thrift Plan for Employees of Ep!c and Defined Benefit Plan for Employees of Epic. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ep!c, Inc. contribute to its plans?

$2,572,715 in employer contributions across these plans in their latest plan years, about $10,416 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Newport Group, Inc. and Mutual of America Life Insurance Co.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.