401(k) · DOL Form 5500 · 2024
Epstein Becker & Green, P.C. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $309,755
- Avg per participant High balance/head
Official DOL plan name: Epstein Becker & Green, P.C. Associates' Savings Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services
$46M in assets, 149 participants
Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. Associates' Savings Plan reported $46M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,926 in Professional & Technical Services (20,173 peers)
Coverage in New York
Epstein Becker & Green, P.C. Associates' Savings Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $46M.
- #16,926
- in Professional & Technical Services (20,173 peers)
- +17.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Epstein Becker & Green, P.C. Associates' Savings Plan's outsized position by total assets
Epstein Becker & Green, P.C. Associates' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,153,449 Top 17% higher than 83% 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. Associates' 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. Associates' Savings Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Epstein Becker & Green, P.C. Associates' Savings Plan end-of-year assets rose from $39M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Epstein Becker & Green, P.C. Associates' Savings Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Epstein Becker & Green, P.C. Associates' Savings Plan reported participants fell from 155 in the plan year 2023 filing to 149 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133031033 · Epstein Becker & Green, P.C. PY 2024 · 401(k)
Epstein Becker & Green, P.C. Associates' Savings Plan · $46M · 149 · 83rd
- ASSETS $46M
- ASSETS 149
- ASSETS 83rd
- ASSETS 401(k)
- ASSETS near Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan
- ASSETS ind #16926
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. Associates' Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $7M |
| Employer EIN | 133031033 |
| Plan Effective Date | 1988-01-01 |
| 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. Associates' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan in PA ($46M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan (PA) $46M · 1,089
- Buck Institute for Research on Aging 401(k) Plan (CA) $46M · 242
- Merrill Technologies Group Inc 401(k) Profit Sharing Plan & Trust (MI) $46M · 399
- Wood-Fruitticher Grocery Company, Inc Profit Sharing & 401(k) Plan (AL) $46M · 278
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
- E.K.G. Security, Inc. Retirement Plan (GA) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.