401(k) · DOL Form 5500 · 2023

ESSENDANT 401(k) Plan

Data updated 2026-08-25

$409M
Total assets Above avg plan size
3,678
Participants Above avg headcount
97th
Percentile by assets National rank
$111,324
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Essendant 401(k) Savings Plan · Sponsored by ESSENDANT · Illinois · Wholesale Trade

$409M in assets, 3,678 participants

ESSENDANT's Essendant 401(k) Savings Plan reported $409M in total assets and 3,678 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,186 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Essendant 401(k) Savings Plan covers 3,678 participants in Illinois, 4.7x the typical Illinois plan (state average ~779 per filing). Assets: $409M.

#6,186
in Wholesale Trade (6,309 peers)
+10.2%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Essendant 401(k) Savings Plan's outsized position by total assets

Essendant 401(k) Savings Plan vs every filed plan by assets

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

$409,451,428 Top 3% higher than 97% 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

Essendant 401(k) Savings 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. Essendant 401(k) Savings Plan lands in the large band (3,678 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essendant 401(k) Savings Plan reported net income rose from -$99M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Essendant 401(k) Savings Plan reported participants rose from 3,303 in the plan year 2022 filing to 3,678 in the plan year 2023 filing.
  • Essendant 401(k) Savings Plan end-of-year assets rose from $372M in the plan year 2022 filing to $409M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362431718 · ESSENDANT PY 2023 · 401(k)

Essendant 401(k) Savings Plan · $409M · 3,678 · 97th

  • IND $409M
  • IND 3,678
  • IND 97th
  • IND 401(k)
  • IND near Bcd Travel USA LLC Profit Sharing Retirement Plan
  • IND ind #6186

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 Wholesale Trade retirement plans → · Plans in Illinois →

Essendant 401(k) Savings Plan in the asset neighbourhood

Retirement Plan for Employees of Scotiabank U. S. 401(k)Retirement Plan for Employee…$410MMoss Adams LLP Profit Sharing 401(k) Plan-Partners and PrincipalsMoss Adams LLP Profit Sharin…$410MBcd Travel USA LLC Profit Sharing Retirement PlanBcd Travel USA LLC Profit Sh…$409MEssendant 401(k) Savings Plan$409MToppan Merrill 401(k) Plan$409M
End-of-year total assets ($M) among Essendant 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$372M
Net Assets (End of Year)$409M
Net Income$38M
Employer EIN362431718
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ESSENDANT)

Sponsor-wide plan assets over time

All ESSENDANT plans reported in each filing year

Latest sponsor-wide plan assets
$535M 2.9464882873080485% vs 2022
2024 filing year
$510M$520M$530M$540M$550M 202220232024 $519M $535M ▲ +2.9%
Year Plans Participants Total Assets
2022 3 4,642 $519M
2023 3 4,884 $540M
2024 3 4,027 $535M

Nearby 401(k) Plans in Illinois

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

Essendant 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Essendant 401(k) Savings Plan, Total assets ($B): 0.409451428 · Participants: 3678Essendant 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Essendant 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Essendant 401(k) Savings Plan side-by-side with 3 peers →

Essendant 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bcd Travel USA LLC Profit Sharing Retirement Plan in GA ($409M); by covered participants it is Select Water Solutions, Inc. 401(k) Plan in TX (3,677 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,678 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 Essendant 401(k) Savings Plan assets move in 2023? ▼
Essendant 401(k) Savings Plan grew at a solid clip - up 10.2% during 2023, from $372M to $409M. Reported net income was $38M.
How have ESSENDANT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ESSENDANT's sponsor-wide assets grew 2.9%, from $519M to $535M.
Where does Essendant 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Essendant 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Essendant 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bcd Travel USA LLC Profit Sharing Retirement Plan in GA ($409M, 4,065 participants).
Which 401(k) plans cover a similar participant headcount to Essendant 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Select Water Solutions, Inc. 401(k) Plan in TX (3,677 participants, $106M 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 362431718.

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.