Money Purchase · DOL Form 5500 · 2022
Epstein Becker & Green, P.C. Money Purchase Plan
Data updated 2026-08-11
- $58M
- Total assets
- 123
- Participants
- 89th
- Percentile by assets
- $472,718
- Avg per participant
Official DOL plan name: Epstein Becker & Green, P.C. Target Benefit Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services
$58M in assets, 123 participants
Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. Target Benefit Plan reported $58M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #19,471 in Professional & Technical Services (21,562 peers)
Coverage in New York
Epstein Becker & Green, P.C. Target Benefit Plan covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $58M.
- $58M
- total plan assets (2022 EOY)
- 123
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $472,718
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Epstein Becker & Green, P.C. Target Benefit Plan reports 123 participants - about 15% of that state average ($58M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$14M |
| Employer EIN | 133031033 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epstein Becker & Green, P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 699 | $188M |
| 2023 | 4 | 747 | $188M |
| 2024 | 3 | 790 | $224M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Epstein Becker & Green, P.C. Target Benefit Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Epstein Becker & Green, P.C. Target Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Epstein Becker & Green, P.C. Target Benefit Plan assets move in 2022? ▼
How have Epstein Becker & Green, P.C. plan assets changed over time? ▼
Where does Epstein Becker & Green, P.C. Target Benefit Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Epstein Becker & Green, P.C. Target Benefit Plan? ▼
Next read for Epstein Becker & Green, P.C. Target Bene…
Filing takeaways
Ways to act on Epstein Becker & Green, P.C. Target Benefit Plan's numbers.
- By total assets, Epstein Becker & Green, P.C. Target Benefit Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Epstein Becker & Green, P.C.'s sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans