Profit Sharing · DOL Form 5500 · 2023

Neil Strefling, P.C., Epst Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$866,609
Avg per participant High balance/head
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Official DOL plan name: Neil Strefling, P.C., Epst · Sponsored by Neil Strefling, P.C., Epst · Michigan · Professional & Technical Services

$2M in assets, 2 participants

Neil Strefling, P.C., Epst's Neil Strefling, P.C., Epst reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,976 in Professional & Technical Services (20,321 peers)

Neil Strefling, P.C., Epst multi-year trail

Neil Strefling, P.C., Epst's plans moved +31.5% in assets from 2022 to 2024; this filing shows Neil Strefling, P.C., Epst at $2M / 2 participants.

#4,976
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY

Neil Strefling, P.C., Epst among the smaller filed plans by assets

Neil Strefling, P.C., Epst vs every filed plan by assets

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

$1,733,218 29th percentile higher than 29% 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

Neil Strefling, P.C., Epst among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neil Strefling, P.C., Epst is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neil Strefling, P.C., Epst reported net income rose from -$260K in the plan year 2022 filing to $265K in the plan year 2023 filing.
  • Neil Strefling, P.C., Epst end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382540366 · Neil Strefling, P.C., Epst PY 2023 · Profit Sharing

Neil Strefling, P.C., Epst · $2M · 2 · 29th

  • EIN $2M
  • EIN 2
  • EIN 29th
  • EIN Profit Sharing
  • EIN near Em, Inc. Retirement Plan
  • EIN ind #4976

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 Michigan →

Neil Strefling, P.C., Epst in the asset neighbourhood

Neil Strefling, P.C., Epst$2MEm, Inc. Retirement Plan$2MCollado Pacheco and Candelario Lopez Retirement PlanCollado Pacheco and Candelar…$2MSalary Deferral Retirement Plan 1081.01(D) Programa Head Start Municipio De ManatiSalary Deferral Retirement P…$2MGary Cohen Corporation Profit Sharing PlanGary Cohen Corporation Profi…$2M
End-of-year total assets ($M) among Neil Strefling, P.C., Epst and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Neil Strefling, P.C., Epst multi-year asset trail

Sponsor-wide plan assets over time

All Neil Strefling, P.C., Epst plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.45784836527931% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.36M $3.11M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $3M

Neil Strefling, P.C., Epst filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$265K
Employer EIN382540366
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Neil Strefling, P.C., Epst vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Neil Strefling, P.C., Epst, Total assets ($B): 0.001733218 · Participants: 2Neil Strefling, P.C., EpstHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Neil Strefling, P.C., Epst vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Neil Strefling, P.C., Epst side-by-side with 3 peers →

Neil Strefling, P.C., Epst's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Em, Inc. Retirement Plan in NY ($2M); 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 Neil Strefling, P.C., Epst assets move in 2023? ▼
Neil Strefling, P.C., Epst grew sharply - up 18.0% during 2023, from $1M to $2M. Reported net income was $265K.
How have Neil Strefling, P.C., Epst plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Strefling, P.C., Epst's sponsor-wide assets grew 31.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Neil Strefling, P.C., Epst? ▼
Among Profit Sharing plans in other states, the closest by assets is Em, Inc. Retirement Plan in NY ($2M, 35 participants).
Which Profit Sharing plans cover a similar participant headcount to Neil Strefling, P.C., Epst? ▼
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 382540366.

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.