401(k) · DOL Form 5500 · 2023

Espace Inc. 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
1
Participants Small participant base
93rd
Percentile by assets National rank
$129.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Espace Shares Trust · Sponsored by Espace Inc. · Florida · Professional & Technical Services

$130M in assets, 1 participants

Espace Inc.'s Espace Shares Trust reported $130M in total assets and 1 participant in its 2023 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.

  • #19,114 in Professional & Technical Services (20,321 peers)

Where Espace Shares Trust sits by assets

Espace Shares Trust sits in the top 10% of all filed plans by assets, $130M for 1 participant (~$129.7M/participant), up 10.1% in 2023.

#19,114
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Espace Shares Trust's outsized position by total assets

Espace Shares Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$129,665,120 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 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 2023

Espace Shares Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Espace Shares Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Espace Shares Trust end-of-year assets rose from $118M in the plan year 2022 filing to $130M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 871970747 · Espace Inc. PY 2023 · 401(k)

Espace Shares Trust · $130M · 1 · 93rd

  • VS-ST $130M
  • VS-ST 1
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Lisi Companies 401(k) Plan
  • VS-ST ind #19114

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 Professional & Technical Services retirement plans → · Plans in Florida →

Espace Shares Trust in the asset neighbourhood

Espace Shares Trust$130MFacility Solutions Group, Inc. 401(k) PlanFacility Solutions Group, In…$130MLisi Companies 401(k) Plan$130MIsc Group, LLC 401(k) Retirement PlanIsc Group, LLC 401(k) Retire…$130MJamf Software, LLC 401(k) Profit Sharing PlanJamf Software, LLC 401(k) Pr…$130M
End-of-year total assets ($M) among Espace Shares Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$130M
Net Income$12M
Employer EIN871970747
Plan Effective Date2021-07-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Espace Inc.)

Sponsor-wide plan assets over time

All Espace Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150M 26.98908200069206% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $118M $150M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 1 $118M
2023 1 1 $130M
2024 1 1 $150M

Nearby 401(k) Plans in Florida

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

Espace Shares Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Espace Shares Trust, Total assets ($B): 0.12966512 · Participants: 1Espace Shares TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Espace Shares Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Espace Shares Trust side-by-side with 3 peers →

Espace Shares Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lisi Companies 401(k) Plan in CA ($130M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Espace Shares Trust assets move in 2023? ▼
Espace Shares Trust grew at a solid clip - up 10.1% during 2023, from $118M to $130M. Reported net income was $12M.
How have Espace Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Espace Inc.'s sponsor-wide assets grew 27.0%, from $118M to $150M.
Where does Espace Shares Trust rank by assets among Form 5500 filers? ▼
Espace Shares Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Espace Shares Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lisi Companies 401(k) Plan in CA ($130M, 1,426 participants).
Which 401(k) plans cover a similar participant headcount to Espace Shares Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 871970747.

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.