Money Purchase · DOL Form 5500 · 2023
Epstein Becker & Green, P.C. Money Purchase Plan
Data updated 2026-07-24
- $330
- Total assets
- N/A
- Participants
- 0th
- Percentile by assets
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.
- 0th percentile by assets (of 126,618 plans)
What the 2023 filing shows
Epstein Becker & Green, P.C. Target Benefit Plan holds $330 for N/A participants, among the smaller plans by assets on file, down 100.0% over the 2023 plan year.
- $330
- total plan assets (2023 EOY)
- N/A
- covered participants
- 0th
- percentile by assets (of 126,618 plans)
- -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.
Money Purchase · DOL Form 5500 · 2023
What the Filing Says About Epstein Becker & Green, P.C. Target Benefit Plan
Epstein Becker & Green, P.C. Target Benefit Plan is a Money Purchase retirement plan sponsored by Epstein Becker & Green, P.C., headquartered in New York. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $330 in total end-of-year assets and covers N/A participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133031033, and the plan has been effective since 1986-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets contracted severely from $58M at the beginning of 2023 to $330 at year-end - down 100.0%. Net assets (after liabilities) closed the year at $330, with reported net income of -$58M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Epstein Becker & Green, P.C. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $188M to $224M, a gain of 18.7%, while reported participants moved from 699 to 790 (+13.0%). The strongest year on file by total sponsor assets was 2024 at $224M; the softest was 2023 at $188M. Year-by-year, sponsor-wide filings show: 2022 - $188M in assets across 3 plans covering 699 participants; 2023 - $188M in assets across 4 plans covering 747 participants; 2024 - $224M in assets across 3 plans covering 790 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Epstein Becker & Green, P.C. Target Benefit Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Total Assets (End of Year) | $330 |
| Net Assets (End of Year) | $330 |
| Net Income | -$58M |
| Plan Type | Money Purchase |
| Employer EIN | 133031033 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epstein Becker & Green, P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 699 | $188M |
| 2023 | 4 | 747 | $188M |
| 2024 | 3 | 790 | $224M |
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
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Epstein Becker & Green, P.C. Target Benefit Plan by total assets, not by location.
Frequently Asked Questions
How much money is in the Epstein Becker & Green, P.C. Target Benefit Plan? ▼
What type of plan is Epstein Becker & Green, P.C. Target Benefit Plan? ▼
Who sponsors the Epstein Becker & Green, P.C. Target Benefit Plan? ▼
How did Epstein Becker & Green, P.C. Target Benefit Plan perform in 2023? ▼
What this filing means
Ways to act on Epstein Becker & Green, P.C. Target Benefit Plan's numbers.
- By total assets, Epstein Becker & Green, P.C. Target Benefit Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Epstein Becker & Green, P.C.'s sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans
- A Money Purchase plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.