Profit Sharing · DOL Form 5500 · 2024

Epstein Properties Co Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
41st
Percentile by assets National rank
$4.8M
Avg per participant High balance/head
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Official DOL plan name: Epstein Properties Co Inc Profit-Sharing Plan · Sponsored by Epstein Properties Co Inc · Arizona · Real Estate

$5M in assets, 1 participants

Epstein Properties Co Inc's Epstein Properties Co Inc Profit-Sharing Plan reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,813 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Epstein Properties Co Inc Profit-Sharing Plan ranks #2,813 of 4,605 2024 filers by assets (541% of the sector average)-$5M for 1 participant.

#2,813
in Real Estate (4,605 peers)
+87.7%
assets growth YoY

Epstein Properties Co Inc Profit-Sharing Plan's mid-pack asset rank among Real Estate and all filers

Epstein Properties Co Inc Profit-Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,803,274 41st percentile higher than 41% of 123,620 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 2024

Epstein Properties Co Inc Profit-Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epstein Properties Co Inc Profit-Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epstein Properties Co Inc Profit-Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Epstein Properties Co Inc Profit-Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 130682020 · Epstein Properties Co Inc PY 2024 · Profit Sharing

Epstein Properties Co Inc Profit-Sharing Plan · $5M · 1 · 41st

  • PHOTO $5M
  • IND 1
  • EOY 41st
  • 5500 Profit Sharing
  • ASSETS near The Contractors Retirement Plan
  • PCT ind #2813

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 Real Estate retirement plans → · Plans in Arizona →

Epstein Properties Co Inc Profit-Sharing Plan in the asset neighbourhood

Rsm Puerto Rico Profit Sharing Retirement PlanRsm Puerto Rico Profit Shari…$5MStewart G Greisman M.D. Profit Sharing Pension PlanStewart G Greisman M.D. Prof…$5MEpstein Properties Co Inc Profit-Sharing PlanEpstein Properties Co Inc Pr…$5MThe Contractors Retirement PlanThe Contractors Retirement P…$5MDerderian Kann Seyferth & Salucci PC Profit Sharing PlanDerderian Kann Seyferth & Sa…$5M
End-of-year total assets ($M) among Epstein Properties Co Inc Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN130682020
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epstein Properties Co Inc)

Sponsor-wide plan assets over time

All Epstein Properties Co Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 219.13681836815644% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.51M $4.8M ▲ +217.9%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $3M
2024 1 1 $5M

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Epstein Properties Co Inc Profit-Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 020406080 Total assets ($M) Participants Epstein Properties Co Inc Profit-Sharing Plan, Total assets ($M): 4.803274 · Participants: 1Epstein Properties Co Inc Profit-Sharing PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Epstein Properties Co Inc Profit-Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Epstein Properties Co Inc Profit-Sharing Plan side-by-side with 3 peers →

Epstein Properties Co Inc Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is The Contractors Retirement Plan in FL ($5M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Epstein Properties Co Inc Profit-Sharing Plan assets move in 2024? ▼
Epstein Properties Co Inc Profit-Sharing Plan surged - up 87.7% during 2024, from $3M to $5M. Reported net income was $2M.
How have Epstein Properties Co Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein Properties Co Inc's sponsor-wide assets grew 219.1%, from $2M to $5M.
Which Profit Sharing plans are similar in size to Epstein Properties Co Inc Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Contractors Retirement Plan in FL ($5M, 154 participants).
Which Profit Sharing plans cover a similar participant headcount to Epstein Properties Co Inc Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 130682020.

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.