401(k) · DOL Form 5500 · 2023

Katzen Medical Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
1,695
Participants Near avg headcount
89th
Percentile by assets National rank
$43,520
Avg per participant Low balance/head
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Official DOL plan name: Esp Management, LLC 401(k) Profit Sharing Plan · Sponsored by Katzen Medical Associates, P.C. · Texas · Healthcare & Social Assistance

$74M in assets, 1,695 participants

Katzen Medical Associates, P.C.'s Esp Management, LLC 401(k) Profit Sharing Plan reported $74M in total assets and 1,695 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.

  • #16,022 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Esp Management, LLC 401(k) Profit Sharing Plan covers 1,695 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $74M.

#16,022
in Healthcare & Social Assistance (17,684 peers)
+19.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Esp Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Esp Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$73,766,871 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

Esp Management, LLC 401(k) Profit Sharing 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. Esp Management, LLC 401(k) Profit Sharing Plan lands in the large band (1,695 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Esp Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Esp Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Esp Management, LLC 401(k) Profit Sharing Plan reported participants rose from 1,597 in the plan year 2022 filing to 1,695 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522000021 · Katzen Medical Associates, P.C. PY 2023 · 401(k)

Esp Management, LLC 401(k) Profit Sharing Plan · $74M · 1,695 · 89th

  • EOY $74M
  • 5500 1,695
  • ASSETS 89th
  • PCT 401(k)
  • EIN near A. Morton Thomas and Associates, Inc. 401(k) Plan
  • RANK ind #16022

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 Texas →

Esp Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Esp Management, LLC 401(k) Profit Sharing PlanEsp Management, LLC 401(k) P…$74MA. Morton Thomas and Associates, Inc. 401(k) PlanA. Morton Thomas and Associa…$74MArtesian 401(k) Retirement PlanArtesian 401(k) Retirement P…$74MMirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and TrustMirick, O'connell, Demallie …$74MSavings & Protection Plan for Plant Employees of Green Bay Packaging Inc.Savings & Protection Plan fo…$74M
End-of-year total assets ($M) among Esp Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$74M
Net Income$12M
Employer EIN522000021
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katzen Medical Associates, P.C.)

Sponsor-wide plan assets over time

All Katzen Medical Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 31.697871121667742% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.8M $81.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 1,597 $62M
2023 1 1,695 $74M
2024 1 1,685 $81M

Nearby 401(k) Plans in Texas

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

Esp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Esp Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.073766871 · Participants: 1695Esp Management, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Esp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Esp Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is A. Morton Thomas and Associates, Inc. 401(k) Plan in MD ($74M); by covered participants it is Evapco, Inc. Pretax Savings and Investment Plan in MD (1,695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,695 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 Esp Management, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Esp Management, LLC 401(k) Profit Sharing Plan grew sharply - up 19.3% during 2023, from $62M to $74M. Reported net income was $12M.
How have Katzen Medical Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katzen Medical Associates, P.C.'s sponsor-wide assets grew 31.7%, from $62M to $81M.
Where does Esp Management, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Esp Management, LLC 401(k) Profit Sharing 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 Esp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is A. Morton Thomas and Associates, Inc. 401(k) Plan in MD ($74M, 438 participants).
Which 401(k) plans cover a similar participant headcount to Esp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evapco, Inc. Pretax Savings and Investment Plan in MD (1,695 participants, $8M 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 522000021.

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.