401(k) · DOL Form 5500 · 2022

Epstein Tabor & Schorr 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$321,867
Avg per participant High balance/head
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Official DOL plan name: Epstein Tabor & Schorr 401(k) Profit Sharing Plan · Sponsored by Epstein Tabor & Schorr · Pennsylvania · Professional & Technical Services

$2M in assets, 7 participants

Epstein Tabor & Schorr's Epstein Tabor & Schorr 401(k) Profit Sharing Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,966 in Professional & Technical Services (21,562 peers)

Epstein Tabor & Schorr multi-year trail

Epstein Tabor & Schorr's plans moved +19.0% in assets from 2022 to 2024; this filing shows Epstein Tabor & Schorr 401(k) Profit Sharing Plan at $2M / 7 participants.

#6,966
in Professional & Technical Services (21,562 peers)
+11.5%
assets growth YoY

Epstein Tabor & Schorr 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Epstein Tabor & Schorr 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,253,067 36th percentile higher than 36% 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

Epstein Tabor & Schorr 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epstein Tabor & Schorr 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 251267850 · Epstein Tabor & Schorr PY 2022 · 401(k)

Epstein Tabor & Schorr 401(k) Profit Sharing Plan · $2M · 7 · 36th

  • BOOK $2M
  • VS-ST 7
  • BOY 36th
  • SCH 401(k)
  • EBSA near Intercool USA, LLC 401(k) & Profit Sharing Plan & Trust
  • PART ind #6966

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 Pennsylvania →

Epstein Tabor & Schorr 401(k) Profit Sharing Plan in the asset neighbourhood

Epstein Tabor & Schorr 401(k) Profit Sharing PlanEpstein Tabor & Schorr 401(k…$2MIntercool USA, LLC 401(k) & Profit Sharing Plan & TrustIntercool USA, LLC 401(k) & …$2MJrc Mechanical, LLC 401(k) PlanJrc Mechanical, LLC 401(k) P…$2MReference Data Services, LLC 401(k) PlanReference Data Services, LLC…$2MAll City Management Services, Inc. 401(k) PlanAll City Management Services…$2M
End-of-year total assets ($M) among Epstein Tabor & Schorr 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Epstein Tabor & Schorr multi-year asset trail

Sponsor-wide plan assets over time

All Epstein Tabor & Schorr plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.023047250703154% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.25M $2.68M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 6 $3M
2024 1 6 $3M

Epstein Tabor & Schorr filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$233K
Employer EIN251267850
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Epstein Tabor & Schorr 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Epstein Tabor & Schorr 401(k) Profit Sharing Plan, Total assets ($B): 0.002253067 · Participants: 7Epstein Tabor & Schorr 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Epstein Tabor & Schorr 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Epstein Tabor & Schorr 401(k) Profit Sharing Plan side-by-side with 3 peers →

Epstein Tabor & Schorr 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Intercool USA, LLC 401(k) & Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Epstein Tabor & Schorr 401(k) Profit Sharing Plan assets move in 2022? ▼
Epstein Tabor & Schorr 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2022, from $2M to $2M. Reported net income was $233K.
How have Epstein Tabor & Schorr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein Tabor & Schorr's sponsor-wide assets grew 19.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Epstein Tabor & Schorr 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intercool USA, LLC 401(k) & Profit Sharing Plan & Trust in TX ($2M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Epstein Tabor & Schorr 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 251267850.

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.