ESOP · DOL Form 5500 · 2023
A. Epstein & Sons International, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $92,734
- Avg per participant Below avg balance/head
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.
- #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.
- #12,615
- in Professional & Technical Services (20,321 peers)
- +15.9%
- assets growth YoY
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
A. Epstein & Sons International, Inc. Employee Stock Ownership 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. A. Epstein & Sons International, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).
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.
Published 5500 schedule card
Filing strip 363513737 · A. Epstein & Sons International, Inc. PY 2023 · ESOP
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan · $12M · 132 · 63rd
- BOOK $12M
- BOOK 132
- BOOK 63rd
- BOOK ESOP
- BOOK near Starkey Laboratories, Inc. Employee Stock Ownership Plan
- BOOK ind #12615
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 What is an ESOP? → · Plans in Illinois →
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 363513737 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. Epstein & Sons International, Inc.)
Sponsor-wide plan assets over time
All A. Epstein & Sons International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 25.95783729371191% vs 2022
- 2024 filing year
| 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.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Starkey Laboratories, Inc. Employee Stock Ownership Plan in MN ($12M); by covered participants it is Financial Corporation of Louisiana ESOP Stock Ownership Plan in LA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 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.