Profit Sharing · DOL Form 5500 · 2022

Epstein & Associates Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
48th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Epstein & Associates Realty, Inc. Profit Sharing Plan · Sponsored by Epstein & Associates Realty, Inc. · Maryland · Real Estate

$4M in assets, 2 participants

Epstein & Associates Realty, Inc.'s Epstein & Associates Realty, Inc. Profit Sharing Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,361 in Real Estate (5,057 peers)

Epstein & Associates Realty, Inc. multi-year trail

Epstein & Associates Realty, Inc.'s plans moved -42.2% in assets from 2022 to 2024; this filing shows Epstein & Associates Realty, Inc. Profit Sharing Plan at $4M / 2 participants.

#3,361
in Real Estate (5,057 peers)
-4.0%
assets change YoY

The plan reported a net loss of $189K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epstein & Associates Realty, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Epstein & Associates Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,497,213 48th percentile higher than 48% 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

Epstein & Associates Realty, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epstein & Associates Realty, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 521194206 · Epstein & Associates Realty, Inc. PY 2022 · Profit Sharing

Epstein & Associates Realty, Inc. Profit Sharing Plan · $4M · 2 · 48th

  • EBSA $4M
  • EBSA 2
  • EBSA 48th
  • EBSA Profit Sharing
  • EBSA near Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust
  • EBSA ind #3361

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 Real Estate retirement plans → · Plans in Maryland →

Epstein & Associates Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Epstein & Associates Realty, Inc. Profit Sharing PlanEpstein & Associates Realty,…$4MEvans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and TrustEvans, Ewan & Brady Insuranc…$4MAvox Systems Retirement Savings PlanAvox Systems Retirement Savi…$4MFarmers Feed Mill, Inc. Employees Profit Sharing PlanFarmers Feed Mill, Inc. Empl…$4MHolo Inc. Retirement Plan$5M
End-of-year total assets ($M) among Epstein & Associates Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Epstein & Associates Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Epstein & Associates Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.152817756241475% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.5M $2.6M ▼ -42.2%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $3M

Epstein & Associates Realty, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$189K
Employer EIN521194206
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Epstein & Associates Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Epstein & Associates Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.004497213 · Participants: 2Epstein & Associates Realty, Inc. Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.367120035 · Participants: 24528Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.447690152 · Participants: 2781Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 0.928043408 · Participants: 4122Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.614140035 · Participants: 10013International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.459812851 · Participants: 2732Nfl Player Capital Accumulation Plan
Epstein & Associates Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Epstein & Associates Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Epstein & Associates Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust in TX ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Epstein & Associates Realty, Inc. Profit Sharing Plan assets move in 2022? ▼
Epstein & Associates Realty, Inc. Profit Sharing Plan edged down modestly - down 4.0% during 2022, from $5M to $4M. Reported net income was -$189K.
How have Epstein & Associates Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein & Associates Realty, Inc.'s sponsor-wide assets declined 42.2%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Epstein & Associates Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust in TX ($4M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Epstein & Associates Realty, Inc. Profit Sharing Plan? ▼
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 521194206.

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.