401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$39M
Total assets Below avg plan size
155
Participants Small participant base
83rd
Percentile by assets National rank
$253,877
Avg per participant Above avg balance/head
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Official DOL plan name: Epstein Becker & Green, P.C. Associates' Savings Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services

$39M in assets, 155 participants

Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. Associates' Savings Plan reported $39M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,988 in Professional & Technical Services (20,321 peers)

Coverage in New York

Epstein Becker & Green, P.C. Associates' Savings Plan covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $39M.

#16,988
in Professional & Technical Services (20,321 peers)
+23.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Epstein Becker & Green, P.C. Associates' Savings Plan's outsized position by total assets

Epstein Becker & Green, P.C. Associates' Savings Plan vs every filed plan by assets

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

$39,350,968 Top 17% higher than 83% 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. Associates' 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. Associates' Savings Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epstein Becker & Green, P.C. Associates' Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Epstein Becker & Green, P.C. Associates' Savings Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Epstein Becker & Green, P.C. Associates' Savings Plan reported participants rose from 135 in the plan year 2022 filing to 155 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. Associates' Savings Plan · $39M · 155 · 83rd

  • BOY $39M
  • SCH 155
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Senta Partners 401(k) Retirement Plan
  • NET ind #16988

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. Associates' Savings Plan in the asset neighbourhood

Senta Partners 401(k) Retirement PlanSenta Partners 401(k) Retire…$39MCacique Foods LLC Profit Sharing /Salary Savings PlanCacique Foods LLC Profit Sha…$39MEpstein Becker & Green, P.C. Associates' Savings PlanEpstein Becker & Green, P.C.…$39MAkebia Therapeutics 401(k) PlanAkebia Therapeutics 401(k) P…$39MAurora Capital Group 401(k) PlanAurora Capital Group 401(k) …$39M
End-of-year total assets ($M) among Epstein Becker & Green, P.C. Associates' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$8M
Employer EIN133031033
Plan Effective Date1988-01-01
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. Associates' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Epstein Becker & Green, P.C. Associates' Savings Plan, Total assets ($B): 0.039350968 · Participants: 155Epstein Becker & Green, P.C. Associates' 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. Associates' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Epstein Becker & Green, P.C. Associates' Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Senta Partners 401(k) Retirement Plan in GA ($39M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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. Associates' Savings Plan assets move in 2023? ▼
Epstein Becker & Green, P.C. Associates' Savings Plan grew sharply - up 23.7% during 2023, from $32M to $39M. Reported net income was $8M.
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. Associates' Savings Plan rank by assets among Form 5500 filers? ▼
Epstein Becker & Green, P.C. Associates' Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Epstein Becker & Green, P.C. Associates' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Senta Partners 401(k) Retirement Plan in GA ($39M, 731 participants).
Which 401(k) plans cover a similar participant headcount to Epstein Becker & Green, P.C. Associates' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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.