Defined Benefit (Pension) · DOL Form 5500 · 2023

Epstein Becker & Green, P.C. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
155
Participants Small participant base
45th
Percentile by assets National rank
$33,238
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services

$5M in assets, 155 participants

Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan reported $5M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,706 in Professional & Technical Services (20,321 peers)

Coverage in New York

Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,706
in Professional & Technical Services (20,321 peers)
$5M
reported net income

Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan vs every filed plan by assets

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

$5,151,874 45th percentile higher than 45% 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. Market Based Cash Balance Pension 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. Market Based Cash Balance Pension Plan sits mid-pack in the medium band (155 participants).

DOL schedule card

Filing strip 133031033 · Epstein Becker & Green, P.C. PY 2023 · Defined Benefit (Pension)

Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan · $5M · 155 · 45th

  • EOY $5M
  • EOY 155
  • EOY 45th
  • EOY Defined Benefit (Pension)
  • EOY near Parham Tabibian, M.D., Inc. Defined Benefit Pension Plan
  • EOY ind #8706

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. Market Based Cash Balance Pension Plan in the asset neighbourhood

Civitas Engineering Group, Inc. Defined Benefit Pension PlanCivitas Engineering Group, I…$5MBanner Team, LLC Cash Balance Pension PlanBanner Team, LLC Cash Balanc…$5MRetirement Plan of Gcp Applied Technologies Inc. Chemical Group (Chicago Dewey & Almy Plant)Retirement Plan of Gcp Appli…$5MEpstein Becker & Green, P.C. Market Based Cash Balance Pension PlanEpstein Becker & Green, P.C.…$5MParham Tabibian, M.D., Inc. Defined Benefit Pension PlanParham Tabibian, M.D., Inc. …$5M
End-of-year total assets ($M) among Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$5M
Net Income$5M
Employer EIN133031033
Plan Effective Date2023-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan, Total assets ($B): 0.005151874 · Participants: 155Epstein Becker & Green, P.C. Market Based Cash Balance Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan side-by-side with 3 peers →

Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Parham Tabibian, M.D., Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is Beachfleischman PLLC Employees' Cash Balance Plan in AZ (155 participants). Same-state nearby plans are listed separately above.

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 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.
Which Defined Benefit (Pension) plans are similar in size to Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Parham Tabibian, M.D., Inc. Defined Benefit Pension Plan in CA ($5M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Beachfleischman PLLC Employees' Cash Balance Plan in AZ (155 participants, $10M 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.