Money Purchase · DOL Form 5500 · 2023

Epstein Becker & Green, P.C. Money Purchase Plan

Data updated 2026-08-25

$330
Total assets Small plan by assets
N/A
Participants Small participant base
0th
Percentile by assets National rank
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Official DOL plan name: Epstein Becker & Green, P.C. Target Benefit Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services

$330 in assets, N/A participants

Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. Target Benefit Plan reported $330 in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

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

Epstein Becker & Green, P.C. multi-year trail

Epstein Becker & Green, P.C.'s plans moved +18.7% in assets from 2022 to 2024; this filing shows Epstein Becker & Green, P.C. Target Benefit Plan at $330 / N/A participants.

#49
in Professional & Technical Services (20,321 peers)
-100.0%
assets change YoY

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epstein Becker & Green, P.C. Target Benefit Plan among the smaller filed plans by assets

Epstein Becker & Green, P.C. Target Benefit Plan vs every filed plan by assets

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

$330 0th percentile higher than 0% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epstein Becker & Green, P.C. Target Benefit Plan reported net income fell from -$14M in the plan year 2022 filing to -$58M in the plan year 2023 filing.
  • Epstein Becker & Green, P.C. Target Benefit Plan reported participants fell from 123 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Epstein Becker & Green, P.C. Target Benefit Plan end-of-year assets fell from $58M in the plan year 2022 filing to $330 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133031033 · Epstein Becker & Green, P.C. PY 2023 · Money Purchase

Epstein Becker & Green, P.C. Target Benefit Plan · $330 · N/A · 0th

  • IND $330
  • IND N/A
  • IND 0th
  • IND Money Purchase
  • IND near Northwestern Medical Center, Inc. Money Purchase Pension Plan
  • IND ind #49

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 New York →

Epstein Becker & Green, P.C. Target Benefit Plan in the asset neighbourhood

Epstein Becker & Green, P.C. Target Benefit PlanEpstein Becker & Green, P.C.…$330Northwestern Medical Center, Inc. Money Purchase Pension PlanNorthwestern Medical Center,…$276Mundie & Co Profit Sharing PlanMundie & Co Profit Sharing P…$110Employee Benefits Plan of Sumter Senior Services, Inc.Employee Benefits Plan of Su…$102Burrell Behavioral Health 403a Retirement PlanBurrell Behavioral Health 40…$752
End-of-year total assets ($M) among Epstein Becker & Green, P.C. Target Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Epstein Becker & Green, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Epstein Becker & Green, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$224M 18.746445131229052% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $188M $224M ▲ +18.7%
Year Plans Participants Total Assets
2022 3 699 $188M
2023 4 747 $188M
2024 3 790 $224M

Epstein Becker & Green, P.C. filing trail (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$330
Net Income-$58M
Employer EIN133031033
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Epstein Becker & Green, P.C. Target Benefit Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Epstein Becker & Green, P.C. Target Benefit Plan, Total assets ($B): 3.3e-7 · Participants: 0Epstein Becker & Green, P.C. Target Benefit PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Epstein Becker & Green, P.C. Target Benefit Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Epstein Becker & Green, P.C. Target Benefit Plan side-by-side with 3 peers →

Epstein Becker & Green, P.C. Target Benefit Plan's closest out-of-state Money Purchase peers by assets

Outside New York, the nearest Money Purchase by end-of-year assets is Northwestern Medical Center, Inc. Money Purchase Pension Plan in VT at $276 (this filing: $330).

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 Becker & Green, P.C. Target Benefit Plan assets move in 2023? ▼
Epstein Becker & Green, P.C. Target Benefit Plan contracted severely - down 100.0% during 2023, from $58M to $330. Reported net income was -$58M.
How have Epstein Becker & Green, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein Becker & Green, P.C.'s sponsor-wide assets grew 18.7%, from $188M to $224M.
Where does Epstein Becker & Green, P.C. Target Benefit Plan rank by assets among Form 5500 filers? ▼
Epstein Becker & Green, P.C. Target Benefit Plan ranks in the 0th 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 Money Purchase plans are similar in size to Epstein Becker & Green, P.C. Target Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northwestern Medical Center, Inc. Money Purchase Pension Plan in VT ($276, 453 participants).

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 133031033.

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.