401(k) · DOL Form 5500 · 2022
Essex Management LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $140,405
- Avg per participant Near avg balance/head
Official DOL plan name: Essex Management LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Essex Management LLC · Vermont · Other Services
$17M in assets, 123 participants
Essex Management LLC's Essex Management LLC 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #7,236 in Other Services (8,398 peers)
Where Essex Management LLC 401(k) Profit Sharing Plan and Trust sits by assets
Essex Management LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $17M for 123 participants (~$140,405/participant), down 11.2% in 2022.
- #7,236
- in Other Services (8,398 peers)
- -11.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Essex Management LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Essex Management LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,269,835 Top 25% higher than 75% 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 Management LLC 401(k) Profit Sharing Plan and 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. Essex Management LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (123 participants).
Form 5500 schedule snapshot
Filing strip 264228149 · Essex Management LLC PY 2022 · 401(k)
Essex Management LLC 401(k) Profit Sharing Plan and Trust · $17M · 123 · 75th
- IND $17M
- IND 123
- IND 75th
- IND 401(k)
- IND near Stl Holding Company LLC 401(k) Plan
- IND ind #7236
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 Other Services retirement plans → · Plans in Vermont →
Essex Management LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 264228149 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essex Management LLC)
Sponsor-wide plan assets over time
All Essex Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $17M |
| 2023 | 1 | 133 | N/A |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Essex Management LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Stl Holding Company LLC 401(k) Plan in LA ($17M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Employment Background Investigations, Inc. 401(k) Plan (MD) 123 · 0 off
- Patina Solutions Group Inc. 401(k) Profit Sharing Plan (WI) 123 · 0 off
- Ahccms 401(k) Plan (AZ) 123 · 0 off
- Solar Innovations, Inc. - 401(k) Profit Sharing Plan (PA) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.