Profit Sharing · DOL Form 5500 · 2023
Epstein Properties Co Inc Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 33rd
- Percentile by assets National rank
Official DOL plan name: Epstein Properties Co Inc Profit-Sharing Plan · Sponsored by Epstein Properties Co Inc · Arizona · Real Estate
$3M in assets, N/A participants
Epstein Properties Co Inc's Epstein Properties Co Inc Profit-Sharing Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,525 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Epstein Properties Co Inc Profit-Sharing Plan ranks #2,525 of 4,727 2023 filers by assets (1015% of the sector average)-$3M for N/A participants.
- #2,525
- in Real Estate (4,727 peers)
- +70.0%
- assets growth YoY
Epstein Properties Co Inc Profit-Sharing Plan among the smaller filed plans by assets
Epstein Properties Co Inc Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,558,961 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Epstein Properties Co Inc Profit-Sharing Plan reported net income rose from -$1000K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Epstein Properties Co Inc Profit-Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 130682020 · Epstein Properties Co Inc PY 2023 · Profit Sharing
Epstein Properties Co Inc Profit-Sharing Plan · $3M · N/A · 33rd
- BOOK $3M
- BOOK N/A
- BOOK 33rd
- BOOK Profit Sharing
- BOOK near Home Savings Bank Profit Sharing Plan and Trust
- BOOK ind #2525
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 Real Estate retirement plans → · Plans in Arizona →
Epstein Properties Co Inc Profit-Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 130682020 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epstein Properties Co Inc)
Sponsor-wide plan assets over time
All Epstein Properties Co Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 219.13681836815644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $2M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | 1 | $5M |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Epstein Properties Co Inc Profit-Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Arizona, the nearest Profit Sharing by end-of-year assets is Home Savings Bank Profit Sharing Plan and Trust in KS at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.