401(k) · DOL Form 5500 · 2024

Epstein Tabor & Schorr 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$446,945
Avg per participant High balance/head
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Official DOL plan name: Epstein Tabor & Schorr 401(k) Profit Sharing Plan · Sponsored by Epstein Tabor & Schorr · Pennsylvania · Professional & Technical Services

$3M in assets, 6 participants

Epstein Tabor & Schorr's Epstein Tabor & Schorr 401(k) Profit Sharing Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,858 in Professional & Technical Services (20,173 peers)

Epstein Tabor & Schorr multi-year trail

Epstein Tabor & Schorr's plans moved +19.0% in assets from 2022 to 2024; this filing shows Epstein Tabor & Schorr 401(k) Profit Sharing Plan at $3M / 6 participants.

#5,858
in Professional & Technical Services (20,173 peers)
+5.4%
assets growth YoY

Epstein Tabor & Schorr 401(k) Profit Sharing Plan among the smaller filed plans by assets

Epstein Tabor & Schorr 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,681,669 33rd percentile higher than 33% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Epstein Tabor & Schorr 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epstein Tabor & Schorr 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epstein Tabor & Schorr 401(k) Profit Sharing Plan reported net income fell from $291K in the plan year 2023 filing to $137K in the plan year 2024 filing.
  • Epstein Tabor & Schorr 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251267850 · Epstein Tabor & Schorr PY 2024 · 401(k)

Epstein Tabor & Schorr 401(k) Profit Sharing Plan · $3M · 6 · 33rd

  • IND $3M
  • EOY 6
  • 5500 33rd
  • ASSETS 401(k)
  • PCT near Hickory Hollow Landscapers 401(k) Profit Sharing Plan & Trust
  • EIN ind #5858

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 Pennsylvania →

Epstein Tabor & Schorr 401(k) Profit Sharing Plan in the asset neighbourhood

Epstein Tabor & Schorr 401(k) Profit Sharing PlanEpstein Tabor & Schorr 401(k…$3MHickory Hollow Landscapers 401(k) Profit Sharing Plan & TrustHickory Hollow Landscapers 4…$3MBridgeman Dental Inc., P.a. 401(k) PlanBridgeman Dental Inc., P.a. …$3MJensen Endodontics, Inc. Profit Sharing PlanJensen Endodontics, Inc. Pro…$3MRiver City Enterprises Employee Retirement PlanRiver City Enterprises Emplo…$3M
End-of-year total assets ($M) among Epstein Tabor & Schorr 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Epstein Tabor & Schorr multi-year asset trail

Sponsor-wide plan assets over time

All Epstein Tabor & Schorr plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.023047250703154% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.25M $2.68M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 6 $3M
2024 1 6 $3M

Epstein Tabor & Schorr filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$137K
Employer EIN251267850
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Epstein Tabor & Schorr 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Epstein Tabor & Schorr 401(k) Profit Sharing Plan, Total assets ($B): 0.002681669 · Participants: 6Epstein Tabor & Schorr 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Epstein Tabor & Schorr 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Epstein Tabor & Schorr 401(k) Profit Sharing Plan side-by-side with 3 peers →

Epstein Tabor & Schorr 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hickory Hollow Landscapers 401(k) Profit Sharing Plan & Trust in NY ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Epstein Tabor & Schorr 401(k) Profit Sharing Plan assets move in 2024? ▼
Epstein Tabor & Schorr 401(k) Profit Sharing Plan grew at a solid clip - up 5.4% during 2024, from $3M to $3M. Reported net income was $137K.
How have Epstein Tabor & Schorr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epstein Tabor & Schorr's sponsor-wide assets grew 19.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Epstein Tabor & Schorr 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hickory Hollow Landscapers 401(k) Profit Sharing Plan & Trust in NY ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Epstein Tabor & Schorr 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

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 251267850.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.