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Employers › New York

Employer · plans filed under one EIN

Epic Pharma LLC Union

Laurelton, NY · Manufacturing

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.

$20.0Mnet assets across plans
383participant records260 active
$479Kemployer contributions, latest plan years$1,843 per active record
$8,778Schedule C compensation to organisations$22.92 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Epic Pharma LLC Union's employer identification number (Laurelton, New York). Their latest filings total 383 participant records and $20.0M in net assets.

The largest is Epic Pharma LLC Union 401(k) Plan, a 401(k) plan with 215 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 $479K and participant contributions $1.4M in the latest plan years; benefits paid were $1.0M. Schedule C compensation reported to service provider organisations totalled $8,778.

Combined net assets moved from $174K in 2009 to $20.0M in 2024 (up 11383%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Epic Pharma LLC Union 401(k) Plan401(k) plan2024215$3.9M$17,923$967$6,717
Epic Pharma LLC 401(k) Plan401(k) plan2024168$16.1M$95,996$2,760$2,061
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: $174K2010: $426K2011: $606K2012: $801K2013: $1.1M2014: $1.3M2015: $1.5M2016: $1.8M2017: $2.1M2018: $2.0M2019: $10.7M2020: $13.1M2021: $15.2M2022: $13.4M2023: $16.6M2024: $20.0M$174K$20.0M20092012201620202024
Combined net assets
2009: 1162010: 1162011: 1152012: 1172013: 1132014: 1192015: 1382016: 1322017: 1602018: 1642019: 3162020: 3332021: 3412022: 3662023: 3792024: 38311638320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242383$20.0M$479K$1.4M
20232379$16.6M$411K$1.2M
20222366$13.4M$338K$970K
20212341$15.2M$342K$1.1M
20202333$13.1M$364K$1.1M
20192316$10.7M$348K$890K
20181164$2.0M$97K$127K
20171160$2.1M$96K$133K
20161132$1.8M$115K$173K
20151138$1.5M$83K$170K
20141119$1.3M$79K$157K
20131113$1.1M$70K$143K
20121117$801K$71K$131K
20111115$606K$70K$131K
20101116$426K$71K$145K
20091116$174K$69K$90K

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
First Light Wealth AdvisorsInvestment advisory (participants)1$6,717
ADP, Inc.Participant loan processing; Recordkeeping and information management1$2,061
ADP Broker-Dealer—1$0

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

First Light Wealth Advisors$6,717
ADP, Inc.$2,061
ADP Broker-Dealer$0

Questions and answers

How many retirement plans does Epic Pharma LLC Union have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Epic Pharma LLC Union 401(k) Plan and Epic Pharma LLC 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Epic Pharma LLC Union contribute to its plans?

$479,059 in employer contributions across these plans in their latest plan years, about $1,843 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 First Light Wealth Advisors, ADP, Inc. and ADP Broker-Dealer. 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.