401(k) · DOL Form 5500 · 2023
The Rabbi Harry H. Epstein School, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $106,044
- Avg per participant Below avg balance/head
Official DOL plan name: The Epstein School Retirement Plan · Sponsored by The Rabbi Harry H. Epstein School, Inc. · Georgia · Educational Services
$19M in assets, 179 participants
The Rabbi Harry H. Epstein School, Inc.'s The Epstein School Retirement Plan reported $19M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,038 in Educational Services (3,735 peers)
Coverage in Georgia
The Epstein School Retirement Plan covers 179 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.
- #2,038
- in Educational Services (3,735 peers)
- +17.3%
- assets growth YoY
The Epstein School Retirement Plan's outsized position by total assets
The Epstein School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,981,796 Top 28% higher than 72% 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
The Epstein School Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Epstein School Retirement Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Epstein School Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Epstein School Retirement Plan reported participants rose from 69 in the plan year 2022 filing to 179 in the plan year 2023 filing.
- The Epstein School Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 581164034 · The Rabbi Harry H. Epstein School, Inc. PY 2023 · 401(k)
The Epstein School Retirement Plan · $19M · 179 · 72nd
- 5500 $19M
- 5500 179
- 5500 72nd
- 5500 401(k)
- 5500 near Sansiveri, Kimball & Co., L.L.P. 401(k) Plan
- 5500 ind #2038
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 Educational Services retirement plans → · Plans in Georgia →
The Epstein School Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 581164034 |
| Plan Effective Date | 1986-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rabbi Harry H. Epstein School, Inc.)
Sponsor-wide plan assets over time
All The Rabbi Harry H. Epstein School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 28.324159112152998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $16M |
| 2023 | 1 | 179 | $19M |
| 2024 | 1 | 169 | $21M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
The Epstein School Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Sansiveri, Kimball & Co., L.L.P. 401(k) Plan in RI ($19M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust (MD) 179 · 0 off
- Bitdefender 401(k) Plan (FL) 179 · 0 off
- Integrity Fund 401(k) Plan (KY) 179 · 0 off
- Healthcare Association of New York State, Inc Retirement Savings Plan (NY) 179 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.