401(k) · DOL Form 5500 · 2024
Epstein Becker & Green, P.C. 401(k) Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 463
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $362,291
- Avg per participant High balance/head
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.
- #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.
- #19,077
- in Professional & Technical Services (20,173 peers)
- +16.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan's outsized position 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 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. Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan sits mid-pack in the medium band (463 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
DOL schedule card
Filing strip 133031033 · Epstein Becker & Green, P.C. PY 2024 · 401(k)
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan · $168M · 463 · 93rd
- ASSETS $168M
- PCT 463
- EIN 93rd
- RANK 401(k)
- PHOTO near Cenlar Capital Corporation 401(k) Savings Plan
- IND ind #19077
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 New York →
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Epstein Becker & Green, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 18.746445131229052% vs 2022
- 2024 filing year
| 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.
- 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
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cenlar Capital Corporation 401(k) Savings Plan in NJ ($168M); by covered participants it is Ti 401(k) Savings Plan in TX (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (463 participants); asset peers above are excluded.
- Ti 401(k) Savings Plan (TX) 463 · 0 off
- Protein for Pets Opco, LLC 401(k) Plan (MO) 463 · 0 off
- Texas Spine and Joint Hospital 401(k) Profit Sharing Plan (TX) 463 · 0 off
- Schwartz Farms, Inc. 401(k) Profit Sharing Plan (MN) 463 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.