401(k) · DOL Form 5500 · 2022

Katzen Medical Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
1,597
Participants Near avg headcount
90th
Percentile by assets National rank
$38,722
Avg per participant Low balance/head
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Official DOL plan name: Esp Management, LLC 401(k) Profit Sharing Plan · Sponsored by Katzen Medical Associates, P.C. · Texas · Healthcare & Social Assistance

$62M in assets, 1,597 participants

Katzen Medical Associates, P.C.'s Esp Management, LLC 401(k) Profit Sharing Plan reported $62M in total assets and 1,597 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,298 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Esp Management, LLC 401(k) Profit Sharing Plan covers 1,597 participants in Texas, 2.3x the typical Texas plan (state average ~688 per filing). Assets: $62M.

#18,298
in Healthcare & Social Assistance (20,060 peers)
-18.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Esp Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Esp Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$61,838,339 Top 10% higher than 90% of 139,123 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 2022

Esp Management, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Esp Management, LLC 401(k) Profit Sharing Plan lands in the large band (1,597 participants).

Plan-year Form 5500 strip

Filing strip 522000021 · Katzen Medical Associates, P.C. PY 2022 · 401(k)

Esp Management, LLC 401(k) Profit Sharing Plan · $62M · 1,597 · 90th

  • BOY $62M
  • SCH 1,597
  • EBSA 90th
  • PART 401(k)
  • TYPE near Johnson Electric 401(k) Retirement Savings Plan
  • NET ind #18298

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Esp Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Mcgregor Company Qualified Profit Sharing 401(k) PlanThe Mcgregor Company Qualifi…$62MEsp Management, LLC 401(k) Profit Sharing PlanEsp Management, LLC 401(k) P…$62MJohnson Electric 401(k) Retirement Savings PlanJohnson Electric 401(k) Reti…$62MFirst Security Bancorp 401(k) PlanFirst Security Bancorp 401(k…$62MThe Leslie's Poolmart, Inc. 401(k) Savings PlanThe Leslie's Poolmart, Inc. …$62M
End-of-year total assets ($M) among Esp Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$62M
Net Income-$14M
Employer EIN522000021
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katzen Medical Associates, P.C.)

Sponsor-wide plan assets over time

All Katzen Medical Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 31.697871121667742% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.8M $81.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 1,597 $62M
2023 1 1,695 $74M
2024 1 1,685 $81M

Nearby 401(k) Plans in Texas

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

Esp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Esp Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.061838339 · Participants: 1597Esp Management, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Esp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Esp Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Esp Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Johnson Electric 401(k) Retirement Savings Plan in OH ($62M); by covered participants it is Paramount Care Centers, LLC 401(k) Plan in NJ (1,597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,597 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Esp Management, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Esp Management, LLC 401(k) Profit Sharing Plan declined sharply - down 18.0% during 2022, from $75M to $62M. Reported net income was -$14M.
How have Katzen Medical Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katzen Medical Associates, P.C.'s sponsor-wide assets grew 31.7%, from $62M to $81M.
Where does Esp Management, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Esp Management, LLC 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Esp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Electric 401(k) Retirement Savings Plan in OH ($62M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Esp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramount Care Centers, LLC 401(k) Plan in NJ (1,597 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522000021.

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.