Profit Sharing · DOL Form 5500 · 2023
Essential Insurance Management, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $768K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $85,373
- Avg per participant Below avg balance/head
Official DOL plan name: Essential Insurance Management, Inc. Retirement Plan · Sponsored by Essential Insurance Management, Inc. · Texas · Finance & Insurance
$768K in assets, 9 participants
Essential Insurance Management, Inc.'s Essential Insurance Management, Inc. Retirement Plan reported $768K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,183 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Essential Insurance Management, Inc. Retirement Plan holds $768K for 9 participants - about $85,373 per participant, among the smaller plans by assets on file.
- #1,183
- in Finance & Insurance (8,869 peers)
- -4.2%
- assets change YoY
The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Essential Insurance Management, Inc. Retirement Plan among the smaller filed plans by assets
Essential Insurance Management, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$768,355 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Essential Insurance Management, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essential Insurance Management, Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Essential Insurance Management, Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 9 in the plan year 2023 filing.
- Essential Insurance Management, Inc. Retirement Plan reported net income fell from $802K in the plan year 2022 filing to -$34K in the plan year 2023 filing.
- Essential Insurance Management, Inc. Retirement Plan end-of-year assets fell from $802K in the plan year 2022 filing to $768K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 884380329 · Essential Insurance Management, Inc. PY 2023 · Profit Sharing
Essential Insurance Management, Inc. Retirement Plan · $768K · 9 · 21st
- PART $768K
- PART 9
- PART 21st
- PART Profit Sharing
- PART near Hop Vine, Inc. Retirement Plan
- PART ind #1183
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 Finance & Insurance retirement plans → · Plans in Texas →
Essential Insurance Management, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $802K |
|---|---|
| Net Assets (End of Year) | $768K |
| Net Income | -$34K |
| Employer EIN | 884380329 |
| Plan Effective Date | 2022-12-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essential Insurance Management, Inc.)
Sponsor-wide plan assets over time
All Essential Insurance Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $766K 4.502433478278214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $802K |
| 2023 | 1 | 9 | $768K |
| 2024 | 1 | 9 | $766K |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Essential Insurance Management, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Hop Vine, Inc. Retirement Plan in FL ($769K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($768K here).
- Hop Vine, Inc. Retirement Plan (FL) $769K · 26
- Supermercados Econo, Inc Savings and Retirement Plan (PR) $768K · 471
- Santa Fe Trail Senior Services Inc (CO) $769K · 7
- Kiran R Bais Profit Sharing Plan & Trust (IL) $768K · 1
Similar participant headcount
Nearest other-state filings by covered participants (9 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.