Plan5500

Epcor Usa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Epcor Usa, Inc. (EIN 46-0525312) is a plan sponsor located in Glendale, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-0525312
Location
Glendale, AZ
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Epcor Usa, Inc.

  • 3 loaded plans hold $71.8M in reported assets.
  • The largest, Epcor Usa Inc. 401(K) Savings Plan, holds 67% of this company's reported plan assets.
  • Plans cover 1,082 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$71.8MSummed across loaded plans$71,823,477
Total reported assets$71.8M$71,823,477
Total reported participants1.1K1,082
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$71.8M total assets
Net assets$71.8MLiabilities$0
Contributions & income
Employer contributions$4.8M
Participant contributions$3.2M
Total income / additions$17.9M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.8M
Net increase / (decrease)$14.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets67%Epcor Usa Inc. 401(K) Savings Plan
Participants per plan361Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Epcor Usa Inc. 401(K) Savings Plan$48.5M
    Plan #002 · 535 participants · 2023
  2. 2
    Epcor Water (Usa), Inc. Pension Plan$23.3M
    Plan #001 · 116 participants · 2023
  3. 3
    Epcor Water (Usa) Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 431 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Epcor Usa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Epcor Water (Usa), Inc. Pension Plan116 participants · 2Sch HSch C
    View filing →
  2. 2023
    Epcor Usa Inc. 401(K) Savings Plan535 participants · 2Sch HSch C
    View filing →
  3. 2023
    Epcor Water (Usa) Inc. Employee Benefit Plan431 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Epcor Usa, Inc. report on Form 5500?
Epcor Usa, Inc. (EIN 46-0525312) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Epcor Usa, Inc.?
The Employer Identification Number (EIN) reported for Epcor Usa, Inc. is 46-0525312.
What is the latest Form 5500 filing year for Epcor Usa, Inc.?
The latest loaded Form 5500 filing year for Epcor Usa, Inc. is 2023.

Related Form 5500 pages