401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$143M
Total assets Near avg plan size
437
Participants Below avg headcount
93rd
Percentile by assets National rank
$328,363
Avg per participant High balance/head
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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.

  • #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.

#19,211
in Professional & Technical Services (20,321 peers)
+45.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan's outsized position by total assets

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$143,494,784 Top 7% higher than 93% 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

Epstein Becker & Green, P.C. 401(k) Retirement Savings 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. Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 133031033 · Epstein Becker & Green, P.C. PY 2023 · 401(k)

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan · $143M · 437 · 93rd

  • IND $143M
  • EOY 437
  • 5500 93rd
  • ASSETS 401(k)
  • PCT near Gpd Group 401(k) Retirement Plan
  • EIN ind #19211

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. 401(k) Retirement Savings Plan in the asset neighbourhood

Bimbo Bakeries USA Union Savings PlanBimbo Bakeries USA Union Sav…$144MGpd Group 401(k) Retirement PlanGpd Group 401(k) Retirement …$144MEpstein Becker & Green, P.C. 401(k) Retirement Savings PlanEpstein Becker & Green, P.C.…$143MShentel Management Company 401(k) Retirement PlanShentel Management Company 4…$143MCystic Fibrosis Foundation 401(k) PlanCystic Fibrosis Foundation 4…$143M
End-of-year total assets ($M) among Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$143M
Net Income$45M
Employer EIN133031033
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

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

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

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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan, Total assets ($B): 0.143494784 · Participants: 437Epstein Becker & Green, P.C. 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gpd Group 401(k) Retirement Plan in OH ($144M); by covered participants it is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($143M here).

Similar participant headcount

Nearest other-state filings by covered participants (437 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.

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).
Which 401(k) plans cover a similar participant headcount to Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants, $15M in assets).

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.