Profit Sharing · DOL Form 5500 · 2023

Epstein & Associates Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
43rd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Epstein & Associates Realty, Inc. Profit Sharing Plan · Sponsored by Epstein & Associates Realty, Inc. · Maryland · Real Estate

$5M in assets, 2 participants

Epstein & Associates Realty, Inc.'s Epstein & Associates Realty, Inc. Profit Sharing Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,967 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Epstein & Associates Realty, Inc. Profit Sharing Plan ranks #2,967 of 4,727 2023 filers by assets (557% of the sector average)-$5M for 2 participants.

#2,967
in Real Estate (4,727 peers)
+3.7%
assets growth YoY

Epstein & Associates Realty, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Epstein & Associates Realty, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,663,131 43rd percentile higher than 43% of 127,068 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 2023

Epstein & Associates Realty, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epstein & Associates Realty, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epstein & Associates Realty, Inc. Profit Sharing Plan reported net income rose from -$189K in the plan year 2022 filing to $166K in the plan year 2023 filing.
  • Epstein & Associates Realty, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521194206 · Epstein & Associates Realty, Inc. PY 2023 · Profit Sharing

Epstein & Associates Realty, Inc. Profit Sharing Plan · $5M · 2 · 43rd

  • EOY $5M
  • 5500 2
  • ASSETS 43rd
  • PCT Profit Sharing
  • EIN near Kreuter & Gordon, P.C. Profit Sharing Plan
  • RANK ind #2967

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 Maryland →

Epstein & Associates Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Epstein & Associates Realty, Inc. Profit Sharing PlanEpstein & Associates Realty,…$5MKreuter & Gordon, P.C. Profit Sharing PlanKreuter & Gordon, P.C. Profi…$5MTae, Inc. Profit Sharing Retirement PlanTae, Inc. Profit Sharing Ret…$5MPerry & Associates Inc Employee Profit Sharing PlanPerry & Associates Inc Emplo…$5MIntegrated Circuit Support, Inc. Profit Sharing Plan and TrustIntegrated Circuit Support, …$5M
End-of-year total assets ($M) among Epstein & Associates Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$166K
Employer EIN521194206
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epstein & Associates Realty, Inc.)

Sponsor-wide plan assets over time

All Epstein & Associates Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.152817756241475% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.5M $2.6M ▼ -42.2%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $3M

Nearby Profit Sharing Plans in Maryland

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

Epstein & Associates Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Epstein & Associates Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.004663131 · Participants: 2Epstein & Associates Realty, Inc. Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Epstein & Associates Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Epstein & Associates Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Epstein & Associates Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Kreuter & Gordon, P.C. Profit Sharing Plan in MO ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Epstein & Associates Realty, Inc. Profit Sharing Plan assets move in 2023? ▼
Epstein & Associates Realty, Inc. Profit Sharing Plan edged up modestly - up 3.7% during 2023, from $4M to $5M. Reported net income was $166K.
How have Epstein & Associates Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein & Associates Realty, Inc.'s sponsor-wide assets declined 42.2%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Epstein & Associates Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kreuter & Gordon, P.C. Profit Sharing Plan in MO ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Epstein & Associates Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521194206.

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.