401(k) · DOL Form 5500 · 2024

Essex Portfolio L.P. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
1,695
Participants Near avg headcount
92nd
Percentile by assets National rank
$81,523
Avg per participant Below avg balance/head
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Official DOL plan name: Essex Portfolio L.P. 401(k) Plan · Sponsored by Essex Portfolio L.P. · California · Real Estate

$138M in assets, 1,695 participants

Essex Portfolio L.P.'s Essex Portfolio L.P. 401(k) Plan reported $138M in total assets and 1,695 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,505 in Real Estate (4,605 peers)

Coverage in California

Essex Portfolio L.P. 401(k) Plan covers 1,695 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $138M.

#4,505
in Real Estate (4,605 peers)
+14.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Essex Portfolio L.P. 401(k) Plan's outsized position by total assets

Essex Portfolio L.P. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$138,180,729 Top 8% higher than 92% of 123,620 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 2024

Essex Portfolio L.P. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essex Portfolio L.P. 401(k) Plan lands in the large band (1,695 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essex Portfolio L.P. 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Essex Portfolio L.P. 401(k) Plan end-of-year assets rose from $121M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • Essex Portfolio L.P. 401(k) Plan reported participants fell from 1,755 in the plan year 2023 filing to 1,695 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 770369575 · Essex Portfolio L.P. PY 2024 · 401(k)

Essex Portfolio L.P. 401(k) Plan · $138M · 1,695 · 92nd

  • PCT $138M
  • PCT 1,695
  • PCT 92nd
  • PCT 401(k)
  • PCT near Stella-Jones Corporation Retirement Plan
  • PCT ind #4505

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 Real Estate retirement plans → · Plans in California →

Essex Portfolio L.P. 401(k) Plan in the asset neighbourhood

Miller & Martin Profit Sharing PlanMiller & Martin Profit Shari…$138MLife and Specialty Ventures, LLC 401(k) PlanLife and Specialty Ventures,…$138MFounders Federal Credit Union Defined Contribution PlanFounders Federal Credit Unio…$138MStella-Jones Corporation Retirement PlanStella-Jones Corporation Ret…$138MEssex Portfolio L.P. 401(k) PlanEssex Portfolio L.P. 401(k) …$138M
End-of-year total assets ($M) among Essex Portfolio L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$138M
Net Income$17M
Employer EIN770369575
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essex Portfolio L.P.)

Sponsor-wide plan assets over time

All Essex Portfolio L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 41.692121911389776% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $97.5M $138M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 1,604 $98M
2023 1 1,755 $121M
2024 1 1,695 $138M

Nearby 401(k) Plans in California

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

Essex Portfolio L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Essex Portfolio L.P. 401(k) Plan, Total assets ($B): 0.138180729 · Participants: 1695Essex Portfolio L.P. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Essex Portfolio L.P. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Essex Portfolio L.P. 401(k) Plan side-by-side with 3 peers →

Essex Portfolio L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stella-Jones Corporation Retirement Plan in PA ($138M); by covered participants it is Abiomed Retirement Savings Plan in MA (1,694 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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Essex Portfolio L.P. 401(k) Plan assets move in 2024? ▼
Essex Portfolio L.P. 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $121M to $138M. Reported net income was $17M.
How have Essex Portfolio L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essex Portfolio L.P.'s sponsor-wide assets grew 41.7%, from $98M to $138M.
Where does Essex Portfolio L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Essex Portfolio L.P. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Essex Portfolio L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stella-Jones Corporation Retirement Plan in PA ($138M, 1,797 participants).
Which 401(k) plans cover a similar participant headcount to Essex Portfolio L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abiomed Retirement Savings Plan in MA (1,694 participants, $211M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770369575.

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.