401(k) · DOL Form 5500 · 2023

Epstein Becker & Green, P.C. 401(k) Plan

Data updated 2026-08-11

$143M
Total assets: 437
Participants: 93rd
Percentile by assets: $328,363
Avg per participant

Official DOL plan name: Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services

$143M in assets, 437 participants

Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan reported $143M in total assets and 437 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#19,211 in Professional & Technical Services (20,321 peers)

Where Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan sits by assets

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $143M for 437 participants (~$328,363/participant), up 45.9% in 2023.

$143M
total plan assets (2023 EOY): 437
covered participants: 93rd
percentile by assets (of 127,072 plans): $328,363
avg assets per participant

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $45M in the plan year 2023 filing.
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan end-of-year assets rose from $98M in the plan year 2022 filing to $143M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Professional & Technical Services

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$98M
Net Assets (End of Year)	$143M
Net Income	$45M
Employer EIN	133031033
Plan Effective Date	1991-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Epstein Becker & Green, P.C.)

Total plan assets by year, all Epstein Becker & Green, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	3	699	$188M
2023	4	747	$188M
2024	3	790	$224M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Epstein Becker & Green, P.C. 401(k) Reti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan by total assets, not by location.

Gpd Group 401(k) Retirement Plan (OH) $144M · 663
Shentel Management Company 401(k) Retirement Plan (VA) $143M · 832
Bimbo Bakeries USA Union Savings Plan (PA) $144M · 5,621
Cystic Fibrosis Foundation 401(k) Plan (MD) $143M · 708

Frequently Asked Questions

How did Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan assets move in 2023? ▼

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan surged - up 45.9% during 2023, from $98M to $143M. Reported net income was $45M.

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. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gpd Group 401(k) Retirement Plan in OH ($144M, 663 participants).

Next read for Epstein Becker & Green, P.C. 401(k) Reti…

Scale reading

Ways to act on Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan's numbers.

By total assets, Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) 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

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.