401(k) · DOL Form 5500 · 2022
A. Epstein and Sons International, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $149,057
- Avg per participant Above avg balance/head
Official DOL plan name: A. Epstein and Sons International, Inc Salary Savings Plan · Sponsored by A. Epstein and Sons International, Inc. · Illinois · Professional & Technical Services
$21M in assets, 140 participants
A. Epstein and Sons International, Inc.'s A. Epstein and Sons International, Inc Salary Savings Plan reported $21M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #16,857 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
A. Epstein and Sons International, Inc Salary Savings Plan covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $21M.
- #16,857
- in Professional & Technical Services (21,562 peers)
- -17.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A. Epstein and Sons International, Inc Salary Savings Plan's outsized position by total assets
A. Epstein and Sons International, Inc Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,867,919 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
A. Epstein and Sons International, Inc Salary Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Epstein and Sons International, Inc Salary Savings Plan sits mid-pack in the medium band (140 participants).
Plan-year Form 5500 strip
Filing strip 363513737 · A. Epstein and Sons International, Inc. PY 2022 · 401(k)
A. Epstein and Sons International, Inc Salary Savings Plan · $21M · 140 · 78th
- SCH $21M
- EBSA 140
- PART 78th
- TYPE 401(k)
- NET near Associated Clinicians of East Texas Retirement Plan
- BOOK ind #16857
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 Illinois →
A. Epstein and Sons International, Inc Salary Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 363513737 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. Epstein and Sons International, Inc.)
Sponsor-wide plan assets over time
All A. Epstein and Sons International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 25.95783729371191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 281 | $31M |
| 2023 | 2 | 265 | $35M |
| 2024 | 2 | 224 | $40M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
A. Epstein and Sons International, Inc Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Associated Clinicians of East Texas Retirement Plan in TX ($21M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 140 · 0 off
- Color, Inc. 401(k)Retirement Plan (MA) 140 · 0 off
- Tower Industries, Inc. 401(k) Profit Sharing Plan (CA) 140 · 0 off
- Aero Simulation, Inc. 401(k) Plan (FL) 140 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.