Plan Ledger DOL Form 5500 · updated monthly

Ep Energy Global, LLC401(k)

EP ENERGY 401(K) RETIREMENT PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.17%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Ep Energy Global, LLC reported $174,568 in plan administrative expenses for 2022: 0.17% of average plan assets, above the peer median. Employer contributions averaged $24,251 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 745th-largest of 5,688 plans among Texas employers on file, and the 132nd of 612 in mining, oil & gas extraction. In 2022, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$82,446,785
Participants with balances369
Active participants89
Employer contributions$2,158,330
Employee contributions$1,840,027
Employer contribution per active participant$24,251
Average account balance$223,433
Benefits paid to participants$28,431,054
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$79.4M · 317 accts · $870K emplr
2022$82.4M · 369 accts · $2.2M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,131
Investment management$127,323
Total administrative$174,568
The Ep Energy Global, LLC 401(k) match · 2022
Employer contribution per active participant$24,251
Median for plans this size$3,449
2023$9,453 per active participant
2022$24,251 per active participant

Ep Energy Global, LLC's 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$129,656 · 0.16%
2022$174,568 · 0.17%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Newpark Resources, Inc. TX$82.6M · 0.16%
Fasken Oil and Ranch, LTD. TX$82.5M · 0.02%
Quarternorth Energy LLC TX$81.9M · 0.17%
Texas United Corporation TX$80.8M · 0.11%
Ranger Energy Services, LLC TX$75.5M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760637534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.