401(k) · DOL Form 5500 · 2023

Alden Leeds, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
134
Participants Small participant base
66th
Percentile by assets National rank
$107,755
Avg per participant Below avg balance/head
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Official DOL plan name: Epstein Affiliated Companies 401(k) Pension Plan · Sponsored by Alden Leeds, Inc. · New Jersey · Wholesale Trade

$14M in assets, 134 participants

Alden Leeds, Inc.'s Epstein Affiliated Companies 401(k) Pension Plan reported $14M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,817 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Epstein Affiliated Companies 401(k) Pension Plan covers 134 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.

#3,817
in Wholesale Trade (6,309 peers)
+10.8%
assets growth YoY

Epstein Affiliated Companies 401(k) Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Epstein Affiliated Companies 401(k) Pension Plan vs every filed plan by assets

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

$14,439,105 Top 34% higher than 66% 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 Affiliated Companies 401(k) 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 Affiliated Companies 401(k) Pension Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epstein Affiliated Companies 401(k) Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Epstein Affiliated Companies 401(k) Pension Plan reported participants rose from 120 in the plan year 2022 filing to 134 in the plan year 2023 filing.
  • Epstein Affiliated Companies 401(k) Pension Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221683651 · Alden Leeds, Inc. PY 2023 · 401(k)

Epstein Affiliated Companies 401(k) Pension Plan · $14M · 134 · 66th

  • IND $14M
  • EOY 134
  • 5500 66th
  • ASSETS 401(k)
  • PCT near The Fikes Companies Profit Sharing Plan & Trust
  • EIN ind #3817

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Epstein Affiliated Companies 401(k) Pension Plan in the asset neighbourhood

Epstein Affiliated Companies 401(k) Pension PlanEpstein Affiliated Companies…$14MThe Fikes Companies Profit Sharing Plan & TrustThe Fikes Companies Profit S…$14MMerritt Trailers, Inc. 401(k) Profit Sharing PlanMerritt Trailers, Inc. 401(k…$14MLerner Universal Corporation 401(k) Retirement Savings PlanLerner Universal Corporation…$14MRobert James Sales, Inc 401(k) PlanRobert James Sales, Inc 401(…$14M
End-of-year total assets ($M) among Epstein Affiliated Companies 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN221683651
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alden Leeds, Inc.)

Sponsor-wide plan assets over time

All Alden Leeds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 22.339081754548342% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $13M $10.1M ▼ -22.4%
Year Plans Participants Total Assets
2022 1 120 $13M
2023 1 134 $14M
2024 1 206 $10M

Nearby 401(k) Plans in New Jersey

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

Epstein Affiliated Companies 401(k) Pension Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Epstein Affiliated Companies 401(k) Pension Plan, Total assets ($B): 0.014439105 · Participants: 134Epstein Affiliated Companies 401(k) Pension PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Epstein Affiliated Companies 401(k) Pension Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Epstein Affiliated Companies 401(k) Pension Plan side-by-side with 3 peers →

Epstein Affiliated Companies 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Fikes Companies Profit Sharing Plan & Trust in TX ($14M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Affiliated Companies 401(k) Pension Plan assets move in 2023? ▼
Epstein Affiliated Companies 401(k) Pension Plan grew at a solid clip - up 10.8% during 2023, from $13M to $14M. Reported net income was $2M.
How have Alden Leeds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alden Leeds, Inc.'s sponsor-wide assets declined 22.3%, from $13M to $10M.
Which 401(k) plans are similar in size to Epstein Affiliated Companies 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Fikes Companies Profit Sharing Plan & Trust in TX ($14M, 1,120 participants).
Which 401(k) plans cover a similar participant headcount to Epstein Affiliated Companies 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 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 221683651.

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.