401(k) · DOL Form 5500 · 2023

Epstein Family Members Properties, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
75
Participants Small participant base
24th
Percentile by assets National rank
$14,394
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epstein Family Members Properties 401(k) Plan · Sponsored by Epstein Family Members Properties, LLC · New Jersey · Arts, Entertainment & Recreation

$1M in assets, 75 participants

Epstein Family Members Properties, LLC's Epstein Family Members Properties 401(k) Plan reported $1M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,455 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Epstein Family Members Properties 401(k) Plan ranks #1,455 of 2,945 2023 filers by assets (2572% of the sector average)-$1M for 75 participants.

#1,455
in Arts, Entertainment & Recreation (2,945 peers)
+14.8%
assets growth YoY

Epstein Family Members Properties 401(k) Plan among the smaller filed plans by assets

Epstein Family Members Properties 401(k) Plan vs every filed plan by assets

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

$1,079,579 24th percentile higher than 24% 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 Family Members Properties 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epstein Family Members Properties 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epstein Family Members Properties 401(k) Plan reported net income rose from -$109K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Epstein Family Members Properties 401(k) Plan end-of-year assets rose from $940K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813445532 · Epstein Family Members Properties, LLC PY 2023 · 401(k)

Epstein Family Members Properties 401(k) Plan · $1M · 75 · 24th

  • EOY $1M
  • 5500 75
  • ASSETS 24th
  • PCT 401(k)
  • EIN near Linnemann Funeral Homes 401(k) Retirement Plan
  • RANK ind #1455

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 Arts, Entertainment & Recreation retirement plans → · Plans in New Jersey →

Epstein Family Members Properties 401(k) Plan in the asset neighbourhood

Epstein Family Members Properties 401(k) PlanEpstein Family Members Prope…$1MLinnemann Funeral Homes 401(k) Retirement PlanLinnemann Funeral Homes 401(…$1MDavid P a Seulean PC 401(k) PlanDavid P a Seulean PC 401(k) …$1MLb9 Partners, Inc. 401(k) PlanLb9 Partners, Inc. 401(k) Pl…$1MCygilant, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Epstein Family Members Properties 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$940K
Net Assets (End of Year)$1M
Net Income$139K
Employer EIN813445532
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epstein Family Members Properties, LLC)

Sponsor-wide plan assets over time

All Epstein Family Members Properties, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 38.113558255070096% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.94M $1.3M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 75 $940K
2023 1 75 $1M
2024 1 97 $1M

Nearby 401(k) Plans in New Jersey

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

Epstein Family Members Properties 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Epstein Family Members Properties 401(k) Plan, Total assets ($B): 0.001079579 · Participants: 75Epstein Family Members Properties 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Epstein Family Members Properties 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Epstein Family Members Properties 401(k) Plan side-by-side with 3 peers →

Epstein Family Members Properties 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Linnemann Funeral Homes 401(k) Retirement Plan in KY ($1M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Family Members Properties 401(k) Plan assets move in 2023? ▼
Epstein Family Members Properties 401(k) Plan grew at a solid clip - up 14.8% during 2023, from $940K to $1M. Reported net income was $139K.
How have Epstein Family Members Properties, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein Family Members Properties, LLC's sponsor-wide assets grew 38.1%, from $940K to $1M.
Where does Epstein Family Members Properties 401(k) Plan rank by assets among Form 5500 filers? ▼
Epstein Family Members Properties 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Epstein Family Members Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Linnemann Funeral Homes 401(k) Retirement Plan in KY ($1M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Epstein Family Members Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 813445532.

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.