Profit Sharing · DOL Form 5500 · 2024

Neil Strefling, P.C., Epst Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 29th
Percentile by assets National rank: $969,665
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Neil Strefling, P.C., Epst · Sponsored by Neil Strefling, P.C., Epst · Michigan · Professional & Technical Services

$2M in assets, 2 participants

Neil Strefling, P.C., Epst's Neil Strefling, P.C., Epst reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#5,006 in Professional & Technical Services (20,173 peers)

Neil Strefling, P.C., Epst multi-year trail

Neil Strefling, P.C., Epst's plans moved +31.5% in assets from 2022 to 2024; this filing shows Neil Strefling, P.C., Epst at $2M / 2 participants.

#5,006
in Professional & Technical Services (20,173 peers): +11.9%
assets growth YoY

Neil Strefling, P.C., Epst among the smaller filed plans by assets

Neil Strefling, P.C., Epst vs every filed plan by assets

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

$1,939,330 29th percentile higher than 29% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Neil Strefling, P.C., Epst among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neil Strefling, P.C., Epst is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Neil Strefling, P.C., Epst reported net income fell from $265K in the plan year 2023 filing to $206K in the plan year 2024 filing.
Neil Strefling, P.C., Epst end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382540366 · Neil Strefling, P.C., Epst PY 2024 · Profit Sharing

Neil Strefling, P.C., Epst · $2M · 2 · 29th

BOOK $2M
VS-ST 2
BOY 29th
SCH Profit Sharing
EBSA near Derik I. Marrero Amadeo Md, LLC Retirement Plan
PART ind #5006

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 Michigan →

End-of-year total assets ($M) among Neil Strefling, P.C., Epst and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Neil Strefling, P.C., Epst multi-year asset trail

Latest sponsor-wide plan assets: $3M 31.45784836527931% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	4	$2M
2023	2	4	$3M
2024	2	4	$3M

Neil Strefling, P.C., Epst filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$206K
Employer EIN	382540366
Plan Effective Date	1984-08-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Neil Strefling, P.C., Epst vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
NECA-IBEW Memphis Retirement Plan $230M · 2,755
Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639

Compare Neil Strefling, P.C., Epst side-by-side with 3 peers →

Neil Strefling, P.C., Epst's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Derik I. Marrero Amadeo Md, LLC Retirement Plan in PR ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

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 Neil Strefling, P.C., Epst assets move in 2024? ▼

Neil Strefling, P.C., Epst grew at a solid clip - up 11.9% during 2024, from $2M to $2M. Reported net income was $206K.

How have Neil Strefling, P.C., Epst plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Neil Strefling, P.C., Epst's sponsor-wide assets grew 31.5%, from $2M to $3M.

Which Profit Sharing plans are similar in size to Neil Strefling, P.C., Epst? ▼

Among Profit Sharing plans in other states, the closest by assets is Derik I. Marrero Amadeo Md, LLC Retirement Plan in PR ($2M, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to Neil Strefling, P.C., Epst? ▼

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 382540366.