401(k) · DOL Form 5500 · 2023
Essex Management LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 133
- Participants Small participant base
Official DOL plan name: Essex Management LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Essex Management LLC · Vermont · Other Services
N/A in assets, 133 participants
Essex Management LLC's Essex Management LLC 401(k) Profit Sharing Plan and Trust reported N/A in total assets and 133 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Essex Management LLC 401(k) Profit Sharing Plan and Trust holds N/A for 133 participants.
- -$17M
- reported net income
The plan reported a net loss of $17M 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 among mid-size filed plans by headcount
Plan-year 2023 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 (133 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Essex Management LLC 401(k) Profit Sharing Plan and Trust reported net income fell from -$2M in the plan year 2022 filing to -$17M in the plan year 2023 filing.
- Essex Management LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 123 in the plan year 2022 filing to 133 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 264228149 · Essex Management LLC PY 2023 · 401(k)
Essex Management LLC 401(k) Profit Sharing Plan and Trust · N/A · 133
- BOOK N/A
- VS-ST 133
- BOY PY 2023
- SCH 401(k)
- EBSA near Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust
- PART -$17M
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 →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$17M |
| 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 $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Essex Management LLC 401(k) Profit Sharing Plan and Trust's closest out-of-state 401(k) peers by headcount
Outside Vermont, the nearest 401(k) by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants; this filing: 133 participants).
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.