401(k)
2023 plan-year 401(k) DOL Form 5500

Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Environmental Systems Research Institute, Inc. · California · Professional & Technical Services

What the 2023 filing shows

Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan holds $1.9B for 4,822 participants — about $385,838 per participant, up 22.3% over the 2023 plan year.

$1.9B
total plan assets (2023 EOY)
4,822
covered participants
$385,838
avg assets per participant
+22.3%
assets growth YoY
Total Assets (2023)
$1.9B
Participants
4,822
State
Industry
Professional & Technical Services

What the Filing Says About Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan

Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan is a 401(k) retirement plan sponsored by Environmental Systems Research Institute, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $1.9B in total end-of-year assets and covers 4,822 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952775732, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.5B at the beginning of 2023 to $1.9B at year-end — a gain of 22.3%. Net assets (after liabilities) closed the year at $1.9B, with reported net income of $339M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.5B
Total Assets (End of Year)$1.9B
Net Assets (End of Year)$1.9B
Net Income$339M
Plan Type401(k)
Employer EIN952775732
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Environmental Systems Research Institute, Inc.)

Year Plans Participants Total Assets
2022 1 4,478 $1.5B
2023 1 4,822 $1.9B
2024 1 4,996 $2.1B

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Frequently Asked Questions

How much money is in the Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan?
As of the 2023 Form 5500 filing, Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan holds $1.9B in total assets with 4,822 participants. It is sponsored by Environmental Systems Research Institute, Inc..
What type of plan is Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan?
Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan is a 401(k) plan. It has been effective since 1980-01-01. The plan is filed with the U.S. Department of Labor under EIN 952775732.
Who sponsors the Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan?
Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan is sponsored by Environmental Systems Research Institute, Inc., located in California. The sponsor's EIN is 952775732 and the plan operates in the Professional & Technical Services industry.
How did Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan perform in 2023?
Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan grew by 22.3% during 2023, moving from $1.5B to $1.9B in total assets. Net income was $339M.
Where can I find official filings for Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan?
Official Form 5500 filings for Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952775732 or plan name at efast.dol.gov.
How does Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan compare to other plans?
You can compare Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 952775732.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.