ESOP · DOL Form 5500 · 2024
A. Epstein & Sons International, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $118,210
- Avg per participant Near avg balance/head
Official DOL plan name: A. Epstein & Sons International, Inc. Employee Stock Ownership Plan · Sponsored by A. Epstein & Sons International, Inc. · Illinois · Professional & Technical Services
$13M in assets, 112 participants
A. Epstein & Sons International, Inc.'s A. Epstein & Sons International, Inc. Employee Stock Ownership Plan reported $13M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,243 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan covers 112 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $13M.
- #12,243
- in Professional & Technical Services (20,173 peers)
- +8.2%
- assets growth YoY
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,239,491 Top 38% higher than 62% 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 & Sons International, Inc. Employee Stock Ownership 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 & Sons International, Inc. Employee Stock Ownership 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 & Sons International, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $999K in the plan year 2024 filing.
- A. Epstein & Sons International, Inc. Employee Stock Ownership Plan reported participants fell from 132 in the plan year 2023 filing to 112 in the plan year 2024 filing.
- A. Epstein & Sons International, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363513737 · A. Epstein & Sons International, Inc. PY 2024 · ESOP
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan · $13M · 112 · 62nd
- SCH $13M
- SCH 112
- SCH 62nd
- SCH ESOP
- SCH near Pickering, Inc. Employee Stock Ownership Plan
- SCH ind #12243
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 What is an ESOP? → · Plans in Illinois →
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $999K |
| Employer EIN | 363513737 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. Epstein & Sons International, Inc.)
Sponsor-wide plan assets over time
All A. Epstein & 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 ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Pickering, Inc. Employee Stock Ownership Plan in TN ($13M); by covered participants it is R. W. Dake & Co., Inc. Employee Stock Ownership Plan in NY (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.