401(k) · DOL Form 5500 · 2022

The Rabbi Harry H. Epstein School, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
69
Participants Small participant base
74th
Percentile by assets National rank
$234,431
Avg per participant Above avg balance/head
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Official DOL plan name: The Epstein School Retirement Plan · Sponsored by The Rabbi Harry H. Epstein School, Inc. · Georgia · Educational Services

$16M in assets, 69 participants

The Rabbi Harry H. Epstein School, Inc.'s The Epstein School Retirement Plan reported $16M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,272 in Educational Services (4,024 peers)

The Rabbi Harry H. Epstein School, Inc. multi-year trail

The Rabbi Harry H. Epstein School, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows The Epstein School Retirement Plan at $16M / 69 participants.

#2,272
in Educational Services (4,024 peers)
-15.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Epstein School Retirement Plan's outsized position by total assets

The Epstein School Retirement Plan vs every filed plan by assets

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

$16,175,760 Top 26% higher than 74% 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

The Epstein School Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Epstein School Retirement Plan is a small filing (69 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 581164034 · The Rabbi Harry H. Epstein School, Inc. PY 2022 · 401(k)

The Epstein School Retirement Plan · $16M · 69 · 74th

  • PCT $16M
  • PCT 69
  • PCT 74th
  • PCT 401(k)
  • PCT near Las Vegas Urology, LLP 401(k) Profit Sharing Plan
  • PCT ind #2272

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 Educational Services retirement plans → · Plans in Georgia →

The Epstein School Retirement Plan in the asset neighbourhood

The Epstein School Retirement PlanThe Epstein School Retiremen…$16MLas Vegas Urology, LLP 401(k) Profit Sharing PlanLas Vegas Urology, LLP 401(k…$16MInfinidat, Inc. 401(k) Profit Sharing PlanInfinidat, Inc. 401(k) Profi…$16MTall Tree Foods, Inc. 401(k) Savings PlanTall Tree Foods, Inc. 401(k)…$16MPointe Group Care 401(k) Plan$16M
End-of-year total assets ($M) among The Epstein School Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Rabbi Harry H. Epstein School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Rabbi Harry H. Epstein School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.324159112152998% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.2M $20.8M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 69 $16M
2023 1 179 $19M
2024 1 169 $21M

The Rabbi Harry H. Epstein School, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN581164034
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Epstein School Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants The Epstein School Retirement Plan, Total assets ($B): 0.01617576 · Participants: 69The Epstein School Retirement PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
The Epstein School Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Epstein School Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Las Vegas Urology, LLP 401(k) Profit Sharing Plan in NV ($16M); by covered participants it is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 The Epstein School Retirement Plan assets move in 2022?
The Epstein School Retirement Plan declined sharply - down 15.4% during 2022, from $19M to $16M. Reported net income was -$3M.
How have The Rabbi Harry H. Epstein School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Rabbi Harry H. Epstein School, Inc.'s sponsor-wide assets grew 28.3%, from $16M to $21M.
Which 401(k) plans are similar in size to The Epstein School Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Las Vegas Urology, LLP 401(k) Profit Sharing Plan in NV ($16M, 116 participants).
Which 401(k) plans cover a similar participant headcount to The Epstein School Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants, N/A in assets).