401(k) · DOL Form 5500 · 2024
Esi-Exchange Solutions, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $821,075
- Avg per participant High balance/head
Official DOL plan name: Esi-Exchange Solutions Inc 401(k) Plan · Sponsored by Esi-Exchange Solutions, Inc. · Massachusetts · Professional & Technical Services
$2M in assets, 2 participants
Esi-Exchange Solutions, Inc.'s Esi-Exchange Solutions Inc 401(k) Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,623 in Professional & Technical Services (20,173 peers)
Esi-Exchange Solutions, Inc. multi-year trail
Esi-Exchange Solutions, Inc.'s plans moved +39.7% in assets from 2022 to 2024; this filing shows Esi-Exchange Solutions Inc 401(k) Plan at $2M / 2 participants.
- #4,623
- in Professional & Technical Services (20,173 peers)
- +16.0%
- assets growth YoY
Esi-Exchange Solutions Inc 401(k) Plan among the smaller filed plans by assets
Esi-Exchange Solutions Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,642,150 27th percentile higher than 27% 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
Esi-Exchange Solutions Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Esi-Exchange Solutions Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Esi-Exchange Solutions Inc 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Esi-Exchange Solutions Inc 401(k) Plan reported net income fell from $240K in the plan year 2023 filing to $227K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043546919 · Esi-Exchange Solutions, Inc. PY 2024 · 401(k)
Esi-Exchange Solutions Inc 401(k) Plan · $2M · 2 · 27th
- VS-ST $2M
- VS-ST 2
- VS-ST 27th
- VS-ST 401(k)
- VS-ST near Timber Architecture Office 401(k) Plan
- VS-ST ind #4623
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Esi-Exchange Solutions Inc 401(k) Plan in the asset neighbourhood
Esi-Exchange Solutions, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Esi-Exchange Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 39.65190562366484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $2M |
Esi-Exchange Solutions, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $227K |
| Employer EIN | 043546919 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Esi-Exchange Solutions Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Timber Architecture Office 401(k) Plan in NJ ($2M); by covered participants it is Frozen Smiles Retirement Plan in TN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Timber Architecture Office 401(k) Plan (NJ) $2M · 13
- Sherman Group Retirement Plan (OH) $2M · 564
- Della Barba Co 401(k) (DC) $2M · 1
- Blue Coupe Partners, Inc. 401(k) Plan (CA) $2M · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
- Premier Martial Arts 401(k) Trust (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.