401(k) · DOL Form 5500 · 2022
Essex Portfolio L.P. 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 1,604
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $60,799
- Avg per participant Low balance/head
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.
- #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.
- #4,955
- in Real Estate (5,057 peers)
- -15.8%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Essex Portfolio L.P. 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Essex Portfolio L.P. 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. Essex Portfolio L.P. 401(k) Plan lands in the large band (1,604 participants).
EBSA filing schedule strip
Filing strip 770369575 · Essex Portfolio L.P. PY 2022 · 401(k)
Essex Portfolio L.P. 401(k) Plan · $98M · 1,604 · 93rd
- NET $98M
- NET 1,604
- NET 93rd
- NET 401(k)
- NET near The Shurtape Technologies Profit Sharing and Retirement Savings Plan
- NET ind #4955
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 Real Estate retirement plans → · Plans in California →
Essex Portfolio L.P. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$18M |
| Employer EIN | 770369575 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essex Portfolio L.P.)
Sponsor-wide plan assets over time
All Essex Portfolio L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 41.692121911389776% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Essex Portfolio L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Shurtape Technologies Profit Sharing and Retirement Savings Plan in NC ($98M); by covered participants it is Autokiniton Retirement Savings Plan in MI (1,604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan (NC) $98M · 1,372
- Bayerische Landesbank Ny Employees Retirement Plan (NY) $98M · 90
- Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan (NC) $98M · 427
- International Bancshares Corporation Employees Profit Sharing Plan and Trust (TX) $98M · 2,247
Similar participant headcount
Nearest other-state filings by covered participants (1,604 participants); asset peers above are excluded.
- Autokiniton Retirement Savings Plan (MI) 1,604 · 0 off
- Taher, Inc. 401(k) Plan (MN) 1,604 · 0 off
- Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) (OH) 1,605 · 1 off
- Prokarma, Inc. 401(k) Plan (OR) 1,605 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.