Defined Benefit (Pension) · DOL Form 5500 · 2024
Epstein Becker & Green, P.C. Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $54,430
- Avg per participant Low balance/head
Official DOL plan name: Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan · Sponsored by Epstein Becker & Green, P.C. · New York · Professional & Technical Services
$10M in assets, 178 participants
Epstein Becker & Green, P.C.'s Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan reported $10M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,759 in Professional & Technical Services (20,173 peers)
Coverage in New York
Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan covers 178 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $10M.
- #10,759
- in Professional & Technical Services (20,173 peers)
- +88.1%
- assets growth YoY
Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,688,599 Top 45% higher than 55% 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. Market Based Cash Balance Pension 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. Market Based Cash Balance Pension Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan reported participants rose from 155 in the plan year 2023 filing to 178 in the plan year 2024 filing.
- Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 133031033 · Epstein Becker & Green, P.C. PY 2024 · Defined Benefit (Pension)
Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan · $10M · 178 · 55th
- NET $10M
- BOOK 178
- VS-ST 55th
- BOY Defined Benefit (Pension)
- SCH near Hourly Employees Defined Benefit Pension Plan
- EBSA ind #10759
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. Market Based Cash Balance Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $5M |
| Employer EIN | 133031033 |
| Plan Effective Date | 2023-01-01 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Hourly Employees Defined Benefit Pension Plan in LA ($10M); by covered participants it is Penn Engineering Pension Plan in PA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Hourly Employees Defined Benefit Pension Plan (LA) $10M · 76
- Guy C. Lee Manufacturing Company Defined Benefit Pension Plan (NC) $10M · 71
- United Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust (MN) $10M · 77
- Retirement Plan for Drivers of Commercial Distributing Company Inc (MA) $10M · 32
Similar participant headcount
Nearest other-state filings by covered participants (178 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.