401(k) · DOL Form 5500 · 2024
A. Epstein and Sons International, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 112
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $235,254
- Avg per participant Above avg balance/head
Official DOL plan name: A. Epstein and Sons International, Inc Salary Savings Plan · Sponsored by A. Epstein and Sons International, Inc. · Illinois · Professional & Technical Services
$26M in assets, 112 participants
A. Epstein and Sons International, Inc.'s A. Epstein and Sons International, Inc Salary Savings Plan reported $26M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,162 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
A. Epstein and Sons International, Inc Salary Savings Plan covers 112 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $26M.
- #15,162
- in Professional & Technical Services (20,173 peers)
- +16.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
A. Epstein and Sons International, Inc Salary Savings Plan's outsized position by total assets
A. Epstein and Sons International, Inc Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,348,464 Top 25% higher than 75% 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
A. Epstein and Sons International, Inc Salary Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Epstein and Sons International, Inc Salary Savings Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A. Epstein and Sons International, Inc Salary Savings Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- A. Epstein and Sons International, Inc Salary Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- A. Epstein and Sons International, Inc Salary Savings Plan reported participants fell from 133 in the plan year 2023 filing to 112 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 363513737 · A. Epstein and Sons International, Inc. PY 2024 · 401(k)
A. Epstein and Sons International, Inc Salary Savings Plan · $26M · 112 · 75th
- VS-ST $26M
- BOY 112
- SCH 75th
- EBSA 401(k)
- PART near Laughlin / Constable, Inc. 401(k) Savings Plan
- TYPE ind #15162
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 Illinois →
A. Epstein and Sons International, Inc Salary Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 363513737 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. Epstein and Sons International, Inc.)
Sponsor-wide plan assets over time
All A. Epstein and Sons International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 25.95783729371191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 281 | $31M |
| 2023 | 2 | 265 | $35M |
| 2024 | 2 | 224 | $40M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
A. Epstein and Sons International, Inc Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Laughlin / Constable, Inc. 401(k) Savings Plan in WI ($26M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Wiseway LLC 401(k) Profit Sharing Plan (KY) 112 · 0 off
- Ellicott Dredge Group Plan (WI) 112 · 0 off
- Cascade Auto Center 401(k) Plan (WA) 112 · 0 off
- Washman LLC 401(k) Plan (OR) 112 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.