401(k) · DOL Form 5500 · 2022

Essex Portfolio L.P. 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
1,604
Participants
93rd
Percentile by assets
$60,799
Avg per participant
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Official DOL plan name: Essex Portfolio L.P. 401(k) Plan · Sponsored by Essex Portfolio L.P. · California · Real Estate

$98M in assets, 1,604 participants

Essex Portfolio L.P.'s Essex Portfolio L.P. 401(k) Plan reported $98M in total assets and 1,604 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #4,955 in Real Estate (5,057 peers)

Coverage in California

Essex Portfolio L.P. 401(k) Plan covers 1,604 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $98M.

$98M
total plan assets (2022 EOY)
1,604
covered participants
93rd
percentile by assets (of 139,126 plans)
$60,799
avg assets per participant

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Essex Portfolio L.P. 401(k) Plan sits by total assets

Essex Portfolio L.P. 401(k) Plan vs every filed plan by assets

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

$97,521,815 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Real Estate

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Essex Portfolio L.P. 401(k) Plan reports 1,604 participants - 2.5x that state average ($98M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$98M
Net Income-$18M
Employer EIN770369575
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essex Portfolio L.P.)

$80M$100M$120M$140M$160M 202220232024 $97.5M $138M ▲ +41.7%
Total plan assets by year, all Essex Portfolio L.P. plans on file
Year Plans Participants Total Assets
2022 1 1,604 $98M
2023 1 1,755 $121M
2024 1 1,695 $138M

Nearby 401(k) Plans in California

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

Essex Portfolio L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Essex Portfolio L.P.…, Total assets ($B): 0.097521815 · Participants: 1604Essex Portfolio L.P.…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Essex Portfolio L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Essex Portfolio L.P. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Essex Portfolio L.P. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Essex Portfolio L.P. 401(k) Plan assets move in 2022? ▼
Essex Portfolio L.P. 401(k) Plan declined sharply - down 15.8% during 2022, from $116M to $98M. Reported net income was -$18M.
How have Essex Portfolio L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essex Portfolio L.P.'s sponsor-wide assets grew 41.7%, from $98M to $138M.
Where does Essex Portfolio L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Essex Portfolio L.P. 401(k) Plan ranks in the 93rd 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 Essex Portfolio L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Shurtape Technologies Profit Sharing and Retirement Savings Plan in NC ($98M, 1,372 participants).

Next read for Essex Portfolio L.P. 401(k) Plan

Filing takeaways

Ways to act on Essex Portfolio L.P. 401(k) Plan's numbers.

  • By total assets, Essex Portfolio L.P. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Essex Portfolio L.P.'s sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Real Estate plans

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 770369575.

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.