401(k) · DOL Form 5500 · 2024

Epstein Becker & Green, P.C. 401(k) Plan

Data updated 2026-08-11

$168M
Total assets: 463
Participants: 93rd
Percentile by assets: $362,291
Avg per participant

Official DOL plan name: Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services

$168M in assets, 463 participants

Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan reported $168M in total assets and 463 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 123,622 plans)
#19,077 in Professional & Technical Services (20,173 peers)

Where Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan sits by assets

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $168M for 463 participants (~$362,291/participant), up 16.9% in 2024.

$168M
total plan assets (2024 EOY): 463
covered participants: 93rd
percentile by assets (of 123,622 plans): $362,291
avg assets per participant

Where Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan sits by total assets

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$167,740,626 Top 7% higher than 93% 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

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan reported net income fell from $45M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan end-of-year assets rose from $143M in the plan year 2023 filing to $168M in the plan year 2024 filing.
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan reported participants rose from 437 in the plan year 2023 filing to 463 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Professional & Technical Services

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan vs the 2024 asset distribution

By assets, Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$143M
Net Assets (End of Year)	$168M
Net Income	$24M
Employer EIN	133031033
Plan Effective Date	1991-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Epstein Becker & Green, P.C.)

Total plan assets by year, all Epstein Becker & Green, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	3	699	$188M
2023	4	747	$188M
2024	3	790	$224M

Nearby 401(k) Plans in New York

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

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Epstein Becker & Green, P.C. 401(k) Reti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan by total assets, not by location.

Cenlar Capital Corporation 401(k) Savings Plan (NJ) $168M · 2,382
Loram Retirement Plan (MN) $168M · 1,100
Kawasaki Motors Corp., U.S.a. 401(k) Profit Sharing Plan (CA) $168M · 677
Apella Health Management, Inc. Retirement Savings Plan (SC) $168M · 6,429

Frequently Asked Questions

How did Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan assets move in 2024? ▼

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan grew sharply - up 16.9% during 2024, from $143M to $168M. Reported net income was $24M.

How have Epstein Becker & Green, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Epstein Becker & Green, P.C.'s sponsor-wide assets grew 18.7%, from $188M to $224M.

Where does Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cenlar Capital Corporation 401(k) Savings Plan in NJ ($168M, 2,382 participants).

Next read for Epstein Becker & Green, P.C. 401(k) Reti…

Scale reading

Ways to act on Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan's numbers.

By total assets, Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Epstein Becker & Green, P.C.'s sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 133031033.