401(k) · DOL Form 5500 · 2022

Esa Management, LLC 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
6,790
Participants Above avg headcount
89th
Percentile by assets National rank
$8,491
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Esa Management, LLC 401(k) Plan · Sponsored by Esa Management, LLC · North Carolina · Food Services & Accommodation

$58M in assets, 6,790 participants

Esa Management, LLC's Esa Management, LLC 401(k) Plan reported $58M in total assets and 6,790 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,471 in Food Services & Accommodation (4,592 peers)

Coverage in North Carolina

Esa Management, LLC 401(k) Plan covers 6,790 participants in North Carolina, 8.3x the typical North Carolina plan (state average ~819 per filing). Assets: $58M.

#4,471
in Food Services & Accommodation (4,592 peers)
-15.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Esa Management, LLC 401(k) Plan's outsized position by total assets

Esa Management, LLC 401(k) Plan vs every filed plan by assets

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

$57,651,322 Top 11% higher than 89% 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

Esa Management, LLC 401(k) 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. Esa Management, LLC 401(k) Plan lands in the large band (6,790 participants).

DOL schedule card

Filing strip 901015925 · Esa Management, LLC PY 2022 · 401(k)

Esa Management, LLC 401(k) Plan · $58M · 6,790 · 89th

  • 5500 $58M
  • ASSETS 6,790
  • PCT 89th
  • EIN 401(k)
  • RANK near Defi Auto, LLC 401(k) Plan
  • PHOTO ind #4471

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Esa Management, LLC 401(k) Plan in the asset neighbourhood

Lexicon 401(k) Plan$58MEsa Management, LLC 401(k) PlanEsa Management, LLC 401(k) P…$58MDefi Auto, LLC 401(k) Plan$58MPacific Rim Mechanical Contractors, Inc. 401(k) PlanPacific Rim Mechanical Contr…$58MRetail Specialists 401(k) PlanRetail Specialists 401(k) Pl…$58M
End-of-year total assets ($M) among Esa Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$58M
Net Income-$10M
Employer EIN901015925
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Esa Management, LLC)

Sponsor-wide plan assets over time

All Esa Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 40.254419491022254% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.7M $80.9M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 6,790 $58M
2023 1 7,930 $71M
2024 1 7,293 $81M

Nearby 401(k) Plans in North Carolina

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

Esa Management, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Esa Management, LLC 401(k) Plan, Total assets ($B): 0.057651322 · Participants: 6790Esa Management, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Esa Management, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Esa Management, LLC 401(k) Plan side-by-side with 3 peers →

Scale composition for Esa Management, LLC 401(k) Plan

Esa Management, LLC 401(k) Plan reports $58M in end-of-year assets across 6,790 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $8,491 per participant (6% of the national average assets-per-participant) . Net income for plan year 2022 was -$10M.

This plan identity (EIN 901015925, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $58M to $81M (+40.3%) while covered participants moved from 6,790 to 7,293 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,790 $58M This page
2023 7,930 $71M Open filing
2024 · index core 7,293 $81M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside North Carolina, the nearest 401(k) by assets is Defi Auto, LLC 401(k) Plan in TX ($58M); by covered participants it is Nationstar Mortgage 401(k) Retirement Plan in TX (6,789 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,790 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 Esa Management, LLC 401(k) Plan assets move in 2022? ▼
Esa Management, LLC 401(k) Plan declined sharply - down 15.1% during 2022, from $68M to $58M. Reported net income was -$10M.
How have Esa Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Esa Management, LLC's sponsor-wide assets grew 40.3%, from $58M to $81M.
Where does Esa Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Esa Management, LLC 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Esa Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Defi Auto, LLC 401(k) Plan in TX ($58M, 386 participants).
Which 401(k) plans cover a similar participant headcount to Esa Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nationstar Mortgage 401(k) Retirement Plan in TX (6,789 participants, $465M 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 901015925.

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.