Back to filter
Original filing (PDF)20251003150830NAL0001548049001
RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST
Form 5500-SF
FILING_RECEIVED
RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST PENSION PLAN & TRUST
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST.
Plan sponsor
Name
RANDALL C. EPPERSON, CLINICAL PSYCHOLOGIST
EIN
94-3108005
Address
7020 OAKMONT DRIVE · MODESTO, CA · 95356
Phone
(209) 523-0999
Industry
Health Care & Social Assistancesee all
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
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Health Care & Social Assistance plans
OKEMOS ALLERGY CENTER, PC
OKEMOS ALLERGY CENTER, PC 401(K) SAVINGS PLAN
$2.6M · 9 participants
RIVERTOWN PSYCHIATRY, PC
RIVERTOWN PSYCHIATRY AND WESTPOINT SMILES 401(K) PLAN
$2.6M · 49 participants
INLAND BEHAVIORAL & HEALTH SERVICES, INC.
INLAND BEHAVIORAL & HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 64 participants
MICHAEL S CONLEY MD PC
MICHAEL S CONLEY MD PC 401K PLAN
$2.6M · 2 participants
RAVI MEDI, MD DBA PERMIAN PSYCHIATRY ASSOCIATES
RAVI MEDI 401(K) PLAN
$2.6M · 4 participants
CHILD AND FAMILY COUNSELING CENTER
CHILD AND FAMILY COUNSELING CENTER 401(K) PLAN
$2.6M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B