Profit Sharing · DOL Form 5500 · 2022

Neil Strefling, P.C., Epst Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$734,288
Avg per participant High balance/head
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Official DOL plan name: Neil Strefling, P.C., Epst · Sponsored by Neil Strefling, P.C., Epst · Michigan · Professional & Technical Services

$1M in assets, 2 participants

Neil Strefling, P.C., Epst's Neil Strefling, P.C., Epst reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,555 in Professional & Technical Services (21,562 peers)

Neil Strefling, P.C., Epst multi-year trail

Neil Strefling, P.C., Epst's plans moved +31.5% in assets from 2022 to 2024; this filing shows Neil Strefling, P.C., Epst at $1M / 2 participants.

#5,555
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY

The plan reported a net loss of $260K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neil Strefling, P.C., Epst among the smaller filed plans by assets

Neil Strefling, P.C., Epst vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,468,575 29th percentile higher than 29% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Neil Strefling, P.C., Epst among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neil Strefling, P.C., Epst is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 382540366 · Neil Strefling, P.C., Epst PY 2022 · Profit Sharing

Neil Strefling, P.C., Epst · $1M · 2 · 29th

  • EOY $1M
  • EOY 2
  • EOY 29th
  • EOY Profit Sharing
  • EOY near Snail on a Razor Inc Profit Sharing Plan
  • EOY ind #5555

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Michigan →

Neil Strefling, P.C., Epst in the asset neighbourhood

Neil Strefling, P.C., Epst$1MSnail on a Razor Inc Profit Sharing PlanSnail on a Razor Inc Profit …$1MAntonio J. Sifre Sein Retirement PlanAntonio J. Sifre Sein Retire…$1MHoutkin Consulting Corp Retirement Plan and TrustHoutkin Consulting Corp Reti…$1MJohn Oldham Studios, Inc. Profit Sharing Plan & TrustJohn Oldham Studios, Inc. Pr…$1M
End-of-year total assets ($M) among Neil Strefling, P.C., Epst and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Neil Strefling, P.C., Epst multi-year asset trail

Sponsor-wide plan assets over time

All Neil Strefling, P.C., Epst plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.45784836527931% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.36M $3.11M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $3M

Neil Strefling, P.C., Epst filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$260K
Employer EIN382540366
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Neil Strefling, P.C., Epst vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Neil Strefling, P.C., Epst, Total assets ($B): 0.001468575 · Participants: 2Neil Strefling, P.C., EpstHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Neil Strefling, P.C., Epst vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Neil Strefling, P.C., Epst side-by-side with 3 peers →

Neil Strefling, P.C., Epst's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Snail on a Razor Inc Profit Sharing Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Neil Strefling, P.C., Epst assets move in 2022? ▼
Neil Strefling, P.C., Epst declined sharply - down 15.1% during 2022, from $2M to $1M. Reported net income was -$260K.
How have Neil Strefling, P.C., Epst plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Strefling, P.C., Epst's sponsor-wide assets grew 31.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Neil Strefling, P.C., Epst? ▼
Among Profit Sharing plans in other states, the closest by assets is Snail on a Razor Inc Profit Sharing Plan in CA ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Neil Strefling, P.C., Epst? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382540366.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.