ESOP · DOL Form 5500 · 2023

The Essex Agency, Inc. ESOP

Data updated 2026-08-25

$440K
Total assets Small plan by assets
20
Participants Small participant base
17th
Percentile by assets National rank
$21,977
Avg per participant Low balance/head
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Official DOL plan name: The Essex Agency, Inc. Employee Stock Ownership Plan · Sponsored by The Essex Agency, Inc. · Vermont · Finance & Insurance

$440K in assets, 20 participants

The Essex Agency, Inc.'s The Essex Agency, Inc. Employee Stock Ownership Plan reported $440K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #903 in Finance & Insurance (8,869 peers)

The Essex Agency, Inc. multi-year trail

The Essex Agency, Inc.'s plans moved -58.8% in assets from 2022 to 2024; this filing shows The Essex Agency, Inc. Employee Stock Ownership Plan at $440K / 20 participants.

#903
in Finance & Insurance (8,869 peers)
-58.8%
assets change YoY

The plan reported a net loss of $627K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Essex Agency, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

The Essex Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$439,537 17th percentile higher than 17% 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 Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Essex Agency, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Essex Agency, Inc. Employee Stock Ownership Plan reported net income fell from -$36K in the plan year 2022 filing to -$627K in the plan year 2023 filing.
  • The Essex Agency, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $440K in the plan year 2023 filing.
  • The Essex Agency, Inc. Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030229768 · The Essex Agency, Inc. PY 2023 · ESOP

The Essex Agency, Inc. Employee Stock Ownership Plan · $440K · 20 · 17th

  • EBSA $440K
  • EBSA 20
  • EBSA 17th
  • EBSA ESOP
  • EBSA near Certified Roofing Systems & Contracting Corporation Employee Stock Ownership Plan
  • EBSA ind #903

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 What is an ESOP? → · Plans in Vermont →

The Essex Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Essex Agency, Inc. Employee Stock Ownership PlanThe Essex Agency, Inc. Emplo…$440KCertified Roofing Systems & Contracting Corporation Employee Stock Ownership PlanCertified Roofing Systems & …$440KJ.M. Carden Sprinkler Co., Inc. ESOPJ.M. Carden Sprinkler Co., I…$441KDevelopment Strategies, Inc. Employee Stock Ownership PlanDevelopment Strategies, Inc.…$442KJ.B. Esker & Sons, Inc. Employee Stock Ownership PlanJ.B. Esker & Sons, Inc. Empl…$442K
End-of-year total assets ($M) among The Essex Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Essex Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Essex Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$440K 58.77902382275935% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $1.07M $0.44M ▼ -58.9%
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 20 $440K
2024 1 N/A $440K

The Essex Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$440K
Net Income-$627K
Employer EIN030229768
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Essex Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants The Essex Agency, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.439537 · Participants: 20The Essex Agency, Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
The Essex Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare The Essex Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Essex Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Certified Roofing Systems & Contracting Corporation Employee Stock Ownership Plan in MD ($440K); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Agency, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Essex Agency, Inc. Employee Stock Ownership Plan contracted severely - down 58.8% during 2023, from $1M to $440K. Reported net income was -$627K.
How have The Essex Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Essex Agency, Inc.'s sponsor-wide assets declined 58.8%, from $1M to $440K.
Where does The Essex Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Essex Agency, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Essex Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Certified Roofing Systems & Contracting Corporation Employee Stock Ownership Plan in MD ($440K, 13 participants).
Which ESOP plans cover a similar participant headcount to The Essex Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 030229768.

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.