ESOP · DOL Form 5500 · 2023

A. Epstein & Sons International, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
132
Participants
63rd
Percentile by assets
$92,734
Avg per participant
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Official DOL plan name: A. Epstein & Sons International, Inc. Employee Stock Ownership Plan · Sponsored by A. Epstein & Sons International, Inc. · Illinois · Professional & Technical Services

$12M in assets, 132 participants

A. Epstein & Sons International, Inc.'s A. Epstein & Sons International, Inc. Employee Stock Ownership Plan reported $12M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #12,615 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

$12M
total plan assets (2023 EOY)
132
covered participants
63rd
percentile by assets (of 127,072 plans)
$92,734
avg assets per participant

Where A. Epstein & Sons International, Inc. Employee Stock Ownership Plan sits by total assets

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,240,890 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. Epstein & Sons International, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • A. Epstein & Sons International, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • A. Epstein & Sons International, Inc. Employee Stock Ownership Plan reported participants fell from 141 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. A. Epstein & Sons International, Inc. Employee Stock Ownership Plan reports 132 participants - about 17% of that state average ($12M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN363513737
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. Epstein & Sons International, Inc.)

$30M$35M$40M$45M 202220232024 $31.4M $39.6M ▲ +26.0%
Total plan assets by year, all A. Epstein & Sons International, Inc. plans on file
Year Plans Participants Total Assets
2022 2 281 $31M
2023 2 265 $35M
2024 2 224 $40M

Nearby ESOP Plans in Illinois

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

A. Epstein & Sons International, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants A. Epstein & Sons In…, Total assets ($B): 0.01224089 · Participants: 132A. Epstein & Sons In…Amsted Industries In…, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare A. Epstein & Sons International, Inc. Em… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to A. Epstein & Sons International, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did A. Epstein & Sons International, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan grew sharply - up 15.9% during 2023, from $11M to $12M. Reported net income was $2M.
How have A. Epstein & Sons International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Epstein & Sons International, Inc.'s sponsor-wide assets grew 26.0%, from $31M to $40M.
Which ESOP plans are similar in size to A. Epstein & Sons International, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Starkey Laboratories, Inc. Employee Stock Ownership Plan in MN ($12M, 807 participants).

Next read for A. Epstein & Sons International, Inc. Em…

Filing takeaways

Ways to act on A. Epstein & Sons International, Inc. Employee Stock Ownership Plan's numbers.

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 363513737.

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.