401(k) · DOL Form 5500 · 2023
Espec North America, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 237
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $73,329
- Avg per participant Below avg balance/head
Official DOL plan name: Espec North America, Inc. 401(k) Retirement Savings Plan · Sponsored by Espec North America, Inc. · Michigan · Manufacturing
$17M in assets, 237 participants
Espec North America, Inc.'s Espec North America, Inc. 401(k) Retirement Savings Plan reported $17M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #11,075 in Manufacturing (18,722 peers)
Coverage in Michigan
Espec North America, Inc. 401(k) Retirement Savings Plan covers 237 participants in Michigan, about 37% of the average Michigan filer (state average ~638 per filing). Assets: $17M.
- #11,075
- in Manufacturing (18,722 peers)
- +22.5%
- assets growth YoY
Espec North America, Inc. 401(k) Retirement Savings Plan's outsized position by total assets
Espec North America, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,378,948 Top 30% higher than 70% 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
Espec North America, Inc. 401(k) Retirement Savings Plan 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. Espec North America, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (237 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Espec North America, Inc. 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Espec North America, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Espec North America, Inc. 401(k) Retirement Savings Plan reported participants fell from 245 in the plan year 2022 filing to 237 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 133183033 · Espec North America, Inc. PY 2023 · 401(k)
Espec North America, Inc. 401(k) Retirement Savings Plan · $17M · 237 · 70th
- BOOK $17M
- BOOK 237
- BOOK 70th
- BOOK 401(k)
- BOOK near Mcgarrah Jessee, LP Retirement Plan
- BOOK ind #11075
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 Manufacturing retirement plans → · Plans in Michigan →
Espec North America, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 133183033 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Espec North America, Inc.)
Sponsor-wide plan assets over time
All Espec North America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 38.80392306077095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $14M |
| 2023 | 1 | 237 | $17M |
| 2024 | 1 | 240 | $20M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Espec North America, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Mcgarrah Jessee, LP Retirement Plan in TX ($17M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Mcgarrah Jessee, LP Retirement Plan (TX) $17M · 127
- Access Vg LLC 401(k) Plan (UT) $17M · 115
- Nei General Contracting, Inc. 401(k) Plan (MA) $17M · 212
- Cotting School 401(k) Retirement Plan (MA) $17M · 123
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Precision Document Solutions, Inc. 401(k) Plan (TX) 237 · 0 off
- Gcr, Inc. 401(k) Plan (NC) 237 · 0 off
- Argo Data Resource Corporation 401(k) Plan (TX) 237 · 0 off
- Mirantis, Inc 401(k) Profit Sharing Plan Trust (CA) 237 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.