401(k) · DOL Form 5500 · 2023

Esa Management, LLC 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
7,930
Participants Very large workforce
89th
Percentile by assets National rank
$8,948
Avg per participant Low balance/head
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Official DOL plan name: Esa Management, LLC 401(k) Plan · Sponsored by Esa Management, LLC · North Carolina · Food Services & Accommodation

$71M in assets, 7,930 participants

Esa Management, LLC's Esa Management, LLC 401(k) Plan reported $71M in total assets and 7,930 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,712 in Food Services & Accommodation (3,828 peers)

Coverage in North Carolina

Esa Management, LLC 401(k) Plan covers 7,930 participants in North Carolina, 9.7x the typical North Carolina plan (state average ~819 per filing). Assets: $71M.

#3,712
in Food Services & Accommodation (3,828 peers)
+23.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Esa Management, LLC 401(k) Plan's outsized position by total assets

Esa Management, LLC 401(k) Plan vs every filed plan by assets

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

$70,953,744 Top 11% higher than 89% 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

Esa Management, LLC 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. Esa Management, LLC 401(k) Plan lands in the large band (7,930 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Esa Management, LLC 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Esa Management, LLC 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Esa Management, LLC 401(k) Plan reported participants rose from 6,790 in the plan year 2022 filing to 7,930 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 901015925 · Esa Management, LLC PY 2023 · 401(k)

Esa Management, LLC 401(k) Plan · $71M · 7,930 · 89th

  • BOY $71M
  • SCH 7,930
  • EBSA 89th
  • PART 401(k)
  • TYPE near The Sensia 401(k) Savings Plan
  • NET ind #3712

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Esa Management, LLC 401(k) Plan in the asset neighbourhood

Lexicon 401(k) Plan$71MBullivant Houser Bailey PC 401(k) Profit Sharing Plan and TrustBullivant Houser Bailey PC 4…$71MAssociated Employers for the Help of the Developmentally Disabled 403(b) PlanAssociated Employers for the…$71MThe Sensia 401(k) Savings PlanThe Sensia 401(k) Savings Pl…$71MEsa Management, LLC 401(k) PlanEsa Management, LLC 401(k) P…$71M
End-of-year total assets ($M) among Esa Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$71M
Net Income$13M
Employer EIN901015925
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Esa Management, LLC)

Sponsor-wide plan assets over time

All Esa Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 40.254419491022254% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.7M $80.9M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 6,790 $58M
2023 1 7,930 $71M
2024 1 7,293 $81M

Nearby 401(k) Plans in North Carolina

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

Esa Management, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Esa Management, LLC 401(k) Plan, Total assets ($B): 0.070953744 · Participants: 7930Esa Management, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Esa Management, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Esa Management, LLC 401(k) Plan side-by-side with 3 peers →

Scale composition for Esa Management, LLC 401(k) Plan

Esa Management, LLC 401(k) Plan reports $71M in end-of-year assets across 7,930 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $8,948 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $13M.

This plan identity (EIN 901015925, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $58M to $81M (+40.3%) while covered participants moved from 6,790 to 7,293 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,790 $58M Open filing
2023 7,930 $71M This page
2024 · index core 7,293 $81M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Esa Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Sensia 401(k) Savings Plan in WI ($71M); by covered participants it is Rose International 401(k) Plan in MO (7,933 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,930 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 Esa Management, LLC 401(k) Plan assets move in 2023? ▼
Esa Management, LLC 401(k) Plan grew sharply - up 23.1% during 2023, from $58M to $71M. Reported net income was $13M.
How have Esa Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Esa Management, LLC's sponsor-wide assets grew 40.3%, from $58M to $81M.
Where does Esa Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Esa Management, LLC 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Esa Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sensia 401(k) Savings Plan in WI ($71M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Esa Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rose International 401(k) Plan in MO (7,933 participants, $50M 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 901015925.

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.