Money Purchase · DOL Form 5500 · 2022
Epstein Becker & Green, P.C. Money Purchase Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $472,718
- Avg per participant High balance/head
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.
- #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.
- #19,471
- in Professional & Technical Services (21,562 peers)
- -19.0%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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.
Epstein Becker & Green, P.C. Target Benefit Plan's outsized position by total assets
Epstein Becker & Green, P.C. Target Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$58,144,302 Top 11% higher than 89% 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
Epstein Becker & Green, P.C. Target Benefit 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. Epstein Becker & Green, P.C. Target Benefit Plan sits mid-pack in the medium band (123 participants).
DOL schedule card
Filing strip 133031033 · Epstein Becker & Green, P.C. PY 2022 · Money Purchase
Epstein Becker & Green, P.C. Target Benefit Plan · $58M · 123 · 89th
- EBSA $58M
- EBSA 123
- EBSA 89th
- EBSA Money Purchase
- EBSA near International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust
- EBSA ind #19471
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 New York →
Epstein Becker & Green, P.C. Target Benefit Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Epstein Becker & Green, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 18.746445131229052% vs 2022
- 2024 filing year
| 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.
- 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
Epstein Becker & Green, P.C. Target Benefit Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust in IN ($58M); by covered participants it is St. Benedict Health Center Employees Pension Plan in SD (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- St. Benedict Health Center Employees Pension Plan (SD) 123 · 0 off
- California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan (CA) 122 · 1 off
- Ironworkers Employees' Benefit Corporation 401(k) Plan (CA) 124 · 1 off
- Hardin County General Hospital Employees Pension Plan (IL) 124 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.