401(k) · DOL Form 5500 · 2023

Essex Portfolio L.P. 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
1,755
Participants Near avg headcount
92nd
Percentile by assets National rank
$68,942
Avg per participant Below avg balance/head
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Official DOL plan name: Essex Portfolio L.P. 401(k) Plan · Sponsored by Essex Portfolio L.P. · California · Real Estate

$121M in assets, 1,755 participants

Essex Portfolio L.P.'s Essex Portfolio L.P. 401(k) Plan reported $121M in total assets and 1,755 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,630 in Real Estate (4,727 peers)

Coverage in California

Essex Portfolio L.P. 401(k) Plan covers 1,755 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $121M.

#4,630
in Real Estate (4,727 peers)
+24.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$120,993,825 Top 8% higher than 92% 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

Essex Portfolio L.P. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (1,755 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essex Portfolio L.P. 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Essex Portfolio L.P. 401(k) Plan end-of-year assets rose from $98M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Essex Portfolio L.P. 401(k) Plan reported participants rose from 1,604 in the plan year 2022 filing to 1,755 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770369575 · Essex Portfolio L.P. PY 2023 · 401(k)

Essex Portfolio L.P. 401(k) Plan · $121M · 1,755 · 92nd

  • PART $121M
  • PART 1,755
  • PART 92nd
  • PART 401(k)
  • PART near Apogee Medical Group Inc 401(k) Plan
  • PART ind #4630

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

IBEW Local Union No. 520 Annuity PlanIBEW Local Union No. 520 Ann…$121MPinebridge 401(k) Retirement Savings PlanPinebridge 401(k) Retirement…$121MApogee Medical Group Inc 401(k) PlanApogee Medical Group Inc 401…$121MEssex Portfolio L.P. 401(k) PlanEssex Portfolio L.P. 401(k) …$121MThrift Plan of Rhi Magnesita$121M
End-of-year total assets ($M) among Essex Portfolio L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$121M
Net Income$23M
Employer EIN770369575
Plan Effective Date1997-01-01
Filing StatusFILING 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
$80M$100M$120M$140M$160M 202220232024 $97.5M $138M ▲ +41.7%
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.

Essex Portfolio L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Essex Portfolio L.P. 401(k) Plan, Total assets ($B): 0.120993825 · Participants: 1755Essex Portfolio L.P. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Essex Portfolio L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Essex Portfolio L.P. 401(k) Plan side-by-side with 3 peers →

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 Apogee Medical Group Inc 401(k) Plan in AZ ($121M); by covered participants it is Olsson, Inc. 401(k) Profit Sharing Plan in NE (1,755 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,755 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.

Frequently Asked Questions

How did Essex Portfolio L.P. 401(k) Plan assets move in 2023? ▼
Essex Portfolio L.P. 401(k) Plan grew sharply - up 24.1% during 2023, from $98M to $121M. Reported net income was $23M.
How have Essex Portfolio L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essex Portfolio L.P.'s sponsor-wide assets grew 41.7%, from $98M to $138M.
Where does Essex Portfolio L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Essex Portfolio L.P. 401(k) Plan ranks in the 92nd 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 Essex Portfolio L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apogee Medical Group Inc 401(k) Plan in AZ ($121M, 991 participants).
Which 401(k) plans cover a similar participant headcount to Essex Portfolio L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Olsson, Inc. 401(k) Profit Sharing Plan in NE (1,755 participants, $226M 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 770369575.

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.