Epoch Senior Living, Llc 401(k) Plan: Login, Facts & Contact Information

Epoch Senior Living, Llc 401(k) Plan Facts

Plan name
EPOCH SENIOR LIVING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EPOCH SENIOR LIVING, LLC
Participants
1,532 (1,690 active employees)
Former employees with a balance
348
Plan assets
$19,191,383 at Dec 31, 2024
Average account balance
$12,470 across 1,539 accounts
Employer contributions
$164,294 in plan year 2024 (6% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.89 million went into the plan in contributions, $164,294 of it from the employer (6%).
  • $2.23 million was paid out to participants.
  • Investment and other income added $1.99 million.
  • Administrative expenses were $95,405, about $62 per account.

How the Epoch Senior Living, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,041$15.6 million$52,174$1.29 million
20201,190$16.0 million$57,375$2.35 million
20211,085$16.7 million$77,675$2.34 million
20221,144$13.8 million$127,365$1.90 million
20231,272$16.6 million$162,112$1.66 million
20241,532$19.2 million$164,294$2.23 million

Epoch Senior Living, Llc 401(k) Contact Information

Phone
781-891-0777
Mailing address
51 SAWYER ROAD SUITE 500, WALTHAM MA 02453
Plan sponsor
EPOCH SENIOR LIVING, LLC
Employer identification number (EIN)
20-8907071
Plan number
001

Questions about the Epoch Senior Living, Llc 401(k)

Does Epoch Senior Living, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $164,294, 6% of all contributions.

Does the Epoch Senior Living, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Epoch Senior Living, Llc 401(k) plan?

1,532 participants at the start of plan year 2024, 1,690 of them active employees, and 348 former employees who still had money in the plan.

What is the average 401(k) balance at Epoch Senior Living, Llc?

About $12,470 per account: $19.2 million in plan assets across 1,539 accounts with a balance at the end of plan year 2024.

Who manages the Epoch Senior Living, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Epoch Senior Living, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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