401(k) · DOL Form 5500 · 2022
The Essex Group Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 740
- Participants Near avg headcount
- 44th
- Percentile by assets National rank
- $4,906
- Avg per participant Low balance/head
Official DOL plan name: The Essex Group Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by The Essex Group Inc. · Massachusetts · Healthcare & Social Assistance
$4M in assets, 740 participants
The Essex Group Inc.'s The Essex Group Inc. 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 740 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,756 in Healthcare & Social Assistance (20,060 peers)
The Essex Group Inc. multi-year trail
The Essex Group Inc.'s plans moved +27.0% in assets from 2022 to 2024; this filing shows The Essex Group Inc. 401(k) Profit Sharing Plan & Trust at $4M / 740 participants.
- #9,756
- in Healthcare & Social Assistance (20,060 peers)
- -16.4%
- assets change YoY
The plan reported a net loss of $715K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,630,442 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Essex Group Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (740 participants).
DOL schedule card
Filing strip 042557391 · The Essex Group Inc. PY 2022 · 401(k)
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust · $4M · 740 · 44th
- EOY $4M
- 5500 740
- ASSETS 44th
- PCT 401(k)
- EIN near Insight One 401(k) Savings Plan
- RANK ind #9756
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 Massachusetts →
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
The Essex Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Essex Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 26.990239755930546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 740 | $4M |
| 2023 | 1 | 661 | $4M |
| 2024 | 1 | 773 | $5M |
The Essex Group Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$715K |
| Employer EIN | 042557391 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Insight One 401(k) Savings Plan in TX ($4M); by covered participants it is Westmont Living 401(k) Plan in CA (740 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (740 participants); asset peers above are excluded.
- Westmont Living 401(k) Plan (CA) 740 · 0 off
- C.N. Brown Co. 401(k) Plan (ME) 740 · 0 off
- Pennsylvania State Employees Credit Union 401(k) Retirement Plan (PA) 740 · 0 off
- Oncue 401(k) Retirement Plan (OK) 740 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.