Profit Sharing · DOL Form 5500 · 2024

Epstein & Associates Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Epstein & Associates Realty, Inc. Profit Sharing Plan · Sponsored by Epstein & Associates Realty, Inc. · Maryland · Real Estate

$3M in assets, 2 participants

Epstein & Associates Realty, Inc.'s Epstein & Associates Realty, Inc. Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,384 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Epstein & Associates Realty, Inc. Profit Sharing Plan ranks #2,384 of 4,605 2024 filers by assets (998% of the sector average)-$3M for 2 participants.

#2,384
in Real Estate (4,605 peers)
-44.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epstein & Associates Realty, Inc. Profit Sharing Plan among the smaller filed plans by assets

Epstein & Associates Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,601,511 32nd percentile higher than 32% 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 & Associates Realty, 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 & Associates Realty, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epstein & Associates Realty, Inc. Profit Sharing Plan reported net income fell from $166K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Epstein & Associates Realty, Inc. Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521194206 · Epstein & Associates Realty, Inc. PY 2024 · Profit Sharing

Epstein & Associates Realty, Inc. Profit Sharing Plan · $3M · 2 · 32nd

  • BOY $3M
  • SCH 2
  • EBSA 32nd
  • PART Profit Sharing
  • TYPE near Hammill Accountancy, Profit Sharing Plan & Trust
  • NET ind #2384

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 Maryland →

Epstein & Associates Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Epstein & Associates Realty, Inc. Profit Sharing PlanEpstein & Associates Realty,…$3MHammill Accountancy, Profit Sharing Plan & TrustHammill Accountancy, Profit …$3MBinghamton Hardware & Hvac Supply Corp Profit Sharing PlanBinghamton Hardware & Hvac S…$3MFreda & Suriano Orthodontics, P.a. - Profit Sharing PlanFreda & Suriano Orthodontics…$3MKleinman, Guerra & Co P.C. Profit Sharing PlanKleinman, Guerra & Co P.C. P…$3M
End-of-year total assets ($M) among Epstein & Associates Realty, 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)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN521194206
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epstein & Associates Realty, Inc.)

Sponsor-wide plan assets over time

All Epstein & Associates Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.152817756241475% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.5M $2.6M ▼ -42.2%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $3M

Nearby Profit Sharing Plans in Maryland

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

Epstein & Associates Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Epstein & Associates Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.002601511 · Participants: 2Epstein & Associates Realty, Inc. Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 3.329766186 · Participants: 28393Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.965106048 · Participants: 2745Nfl Player Annuity ProgramUniversity of Maryland Medical System 403(b) Retirement Savings Plan, Total assets ($B): 0.730469763 · Participants: 19560University of Maryland Medical System 403(b) Retirement Savings PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.706794055 · Participants: 2693Nfl Player Capital Accumulation PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.64371577 · Participants: 10721International Painters and Allied Trades Industry Annuity Plan
Epstein & Associates Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Epstein & Associates Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Epstein & Associates Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Hammill Accountancy, Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 & Associates Realty, Inc. Profit Sharing Plan assets move in 2024? ▼
Epstein & Associates Realty, Inc. Profit Sharing Plan contracted severely - down 44.2% during 2024, from $5M to $3M. Reported net income was -$2M.
How have Epstein & Associates Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein & Associates Realty, Inc.'s sponsor-wide assets declined 42.2%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Epstein & Associates Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hammill Accountancy, Profit Sharing Plan & Trust in CA ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Epstein & Associates Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 521194206.

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.