401(k) · DOL Form 5500 · 2023

The Essex Group Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
661
Participants Below avg headcount
41st
Percentile by assets National rank
$6,338
Avg per participant Low balance/head
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Official DOL plan name: The Essex Group Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by The Essex Group Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 661 participants

The Essex Group Inc.'s The Essex Group Inc. 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,789 in Healthcare & Social Assistance (17,684 peers)

The Essex Group Inc. multi-year trail

The Essex Group Inc.'s plans moved +27.0% in assets from 2022 to 2024; this filing shows The Essex Group Inc. 401(k) Profit Sharing Plan & Trust at $4M / 661 participants.

#7,789
in Healthcare & Social Assistance (17,684 peers)
+15.4%
assets growth YoY

The Essex Group Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Essex Group Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,189,550 41st percentile higher than 41% 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

The Essex Group Inc. 401(k) Profit Sharing Plan & Trust 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. The Essex Group Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Essex Group Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$715K in the plan year 2022 filing to $559K in the plan year 2023 filing.
  • The Essex Group Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Essex Group Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 740 in the plan year 2022 filing to 661 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042557391 · The Essex Group Inc. PY 2023 · 401(k)

The Essex Group Inc. 401(k) Profit Sharing Plan & Trust · $4M · 661 · 41st

  • EOY $4M
  • 5500 661
  • ASSETS 41st
  • PCT 401(k)
  • EIN near Navajo Manufacturing Company Inc 401(k) Retirement
  • RANK ind #7789

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

The Essex Group Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Essex Group Inc. 401(k) Profit Sharing Plan & TrustThe Essex Group Inc. 401(k) …$4MNavajo Manufacturing Company Inc 401(k) RetirementNavajo Manufacturing Company…$4MSave the Children Action Network, Inc. 401(k) PlanSave the Children Action Net…$4MDickey's Barbecue Restaurants, Inc. 401(k) PlanDickey's Barbecue Restaurant…$4MFreedom Plaza Arizona Retirement Savings PlanFreedom Plaza Arizona Retire…$4M
End-of-year total assets ($M) among The Essex Group Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Essex Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Essex Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.990239755930546% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.63M $4.61M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 740 $4M
2023 1 661 $4M
2024 1 773 $5M

The Essex Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$559K
Employer EIN042557391
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The Essex Group Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Essex Group Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00418955 · Participants: 661The Essex Group Inc. 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Essex Group Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The Essex Group Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Navajo Manufacturing Company Inc 401(k) Retirement in CO ($4M); by covered participants it is Jrmb II, Inc. 401(k) Plan in OK (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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 The Essex Group Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
The Essex Group Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 15.4% during 2023, from $4M to $4M. Reported net income was $559K.
How have The Essex Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Essex Group Inc.'s sponsor-wide assets grew 27.0%, from $4M to $5M.
Which 401(k) plans are similar in size to The Essex Group Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Navajo Manufacturing Company Inc 401(k) Retirement in CO ($4M, 288 participants).
Which 401(k) plans cover a similar participant headcount to The Essex Group Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jrmb II, Inc. 401(k) Plan in OK (661 participants, $28M 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 042557391.

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.