ESOP · DOL Form 5500 · 2022

A. Epstein & Sons International, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
141
Participants Small participant base
66th
Percentile by assets National rank
$74,905
Avg per participant Below avg balance/head
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Official DOL plan name: A. Epstein & Sons International, Inc. Employee Stock Ownership Plan · Sponsored by A. Epstein & Sons International, Inc. · Illinois · Professional & Technical Services

$11M in assets, 141 participants

A. Epstein & Sons International, Inc.'s A. Epstein & Sons International, Inc. Employee Stock Ownership Plan reported $11M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,988 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan covers 141 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#13,988
in Professional & Technical Services (21,562 peers)
+19.5%
assets growth YoY

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,561,610 Top 34% higher than 66% 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

A. Epstein & Sons International, Inc. Employee Stock Ownership 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 & Sons International, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (141 participants).

Plan-year Form 5500 strip

Filing strip 363513737 · A. Epstein & Sons International, Inc. PY 2022 · ESOP

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan · $11M · 141 · 66th

  • TYPE $11M
  • NET 141
  • BOOK 66th
  • VS-ST ESOP
  • BOY near Hmn Financial, Inc. Employee Stock Ownership Plan
  • SCH ind #13988

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 What is an ESOP? → · Plans in Illinois →

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$11MA. Epstein & Sons International, Inc. Employee Stock Ownership PlanA. Epstein & Sons Internatio…$11MHmn Financial, Inc. Employee Stock Ownership PlanHmn Financial, Inc. Employee…$11MWilson Senior Care, Inc. Employee Stock Ownership PlanWilson Senior Care, Inc. Emp…$11MSimventions, Inc. Employee Stock Ownership PlanSimventions, Inc. Employee S…$11M
End-of-year total assets ($M) among A. Epstein & Sons International, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN363513737
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. Epstein & Sons International, Inc.)

Sponsor-wide plan assets over time

All A. Epstein & Sons International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 25.95783729371191% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.4M $39.6M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 281 $31M
2023 2 265 $35M
2024 2 224 $40M

Nearby ESOP Plans in Illinois

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

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants A. Epstein & Sons International, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01056161 · Participants: 141A. Epstein & Sons International, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare A. Epstein & Sons International, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Hmn Financial, Inc. Employee Stock Ownership Plan in MN ($11M); by covered participants it is Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust in MN (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 A. Epstein & Sons International, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan grew sharply - up 19.5% during 2022, from $9M to $11M. Reported net income was $2M.
How have A. Epstein & Sons International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Epstein & Sons International, Inc.'s sponsor-wide assets grew 26.0%, from $31M to $40M.
Which ESOP plans are similar in size to A. Epstein & Sons International, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hmn Financial, Inc. Employee Stock Ownership Plan in MN ($11M, 157 participants).
Which ESOP plans cover a similar participant headcount to A. Epstein & Sons International, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust in MN (141 participants, $51M 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 363513737.

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.