How big is Epic Care's plan?

Epic Care's plan reported $3.6M in assets and 66 participants for 2024.

Original filing (PDF)20251015151101NAL0002642947001

Epic Care

Name: Epic Care — Epic Care Cash Balance Plan, Form 5500 (2024)
Creator: Epic Care
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Care Cash Balance Plan

Defined-benefit pension plan · Epic Care's Epic Care Cash Balance Plan held $3.6M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

William Burnette signed Epic Care's 2024 Form 5500 as plan administrator.

William Burnette — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Epic Care's EIN is 82-1993796.

EIN 82-1993796

Plan number 002

Plan year 2024

ACK ID 20251015151101NAL0002642947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epic Care from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Care's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPIC CARE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EPIC CARE

EIN

all filings

Address

4721 DALLAS RANCH ROAD · ANTIOCH, CA · 94531

Phone

(925) 418-0270

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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