401(k) · DOL Form 5500 · 2024
Espace Inc. 401(k) Plan
Data updated 2026-08-11
- $150M
- Total assets
- 1
- Participants
- 93rd
- Percentile by assets
- $149.5M
- Avg per participant
Official DOL plan name: Espace Shares Trust · Sponsored by Espace Inc. · Florida · Professional & Technical Services
$150M in assets, 1 participants
Espace Inc.'s Espace Shares Trust reported $150M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #18,982 in Professional & Technical Services (20,173 peers)
Where Espace Shares Trust sits by assets
Espace Shares Trust sits in the top 10% of all filed plans by assets, $150M for 1 participant (~$149.5M/participant), up 15.3% in 2024.
- $150M
- total plan assets (2024 EOY)
- 1
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $149.5M
- avg assets per participant
Where Espace Shares Trust sits by total assets
Espace Shares Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$149,547,740 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Espace Shares Trust reported net income rose from $12M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Espace Shares Trust end-of-year assets rose from $130M in the plan year 2023 filing to $150M in the plan year 2024 filing.
Espace Shares Trust vs the 2024 asset distribution
By assets, Espace Shares Trust outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $20M |
| Employer EIN | 871970747 |
| Plan Effective Date | 2021-07-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Espace Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $118M |
| 2023 | 1 | 1 | $130M |
| 2024 | 1 | 1 | $150M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Espace Shares Trust vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Espace Shares Trust by total assets, not by location.
- Juul Labs, Inc. 401(k) Plan (DC) $150M · 592
- Numotion 401(k) Retirement Plan (CT) $150M · 2,907
- Global 401(k) Retirement Plan (AK) $150M · 1,966
- Affirm, Inc. 401(k) Plan (CA) $150M · 1,670
Frequently Asked Questions
How did Espace Shares Trust assets move in 2024? ▼
How have Espace Inc. plan assets changed over time? ▼
Where does Espace Shares Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Espace Shares Trust? ▼
Next read for Espace Shares Trust
Scale reading
Ways to act on Espace Shares Trust's numbers.
- By total assets, Espace Shares Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Espace Inc.'s sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans