401(k) · DOL Form 5500 · 2024

Essen Medical Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,248
Participants Near avg headcount
72nd
Percentile by assets National rank
$17,216
Avg per participant Low balance/head
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Official DOL plan name: Essen Medical Associates, PC 401(k) Plan and Trust · Sponsored by Essen Medical Associates, P.C. · New York · Healthcare & Social Assistance

$21M in assets, 1,248 participants

Essen Medical Associates, P.C.'s Essen Medical Associates, PC 401(k) Plan and Trust reported $21M in total assets and 1,248 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,848 in Healthcare & Social Assistance (16,916 peers)

Essen Medical Associates, P.C. multi-year trail

Essen Medical Associates, P.C.'s plans moved +81.3% in assets from 2022 to 2024; this filing shows Essen Medical Associates, PC 401(k) Plan and Trust at $21M / 1,248 participants.

#12,848
in Healthcare & Social Assistance (16,916 peers)
+36.8%
assets growth YoY

Essen Medical Associates, PC 401(k) Plan and Trust's outsized position by total assets

Essen Medical Associates, PC 401(k) Plan and Trust vs every filed plan by assets

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

$21,485,756 Top 28% higher than 72% 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

Essen Medical Associates, PC 401(k) Plan and Trust'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. Essen Medical Associates, PC 401(k) Plan and Trust lands in the large band (1,248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essen Medical Associates, PC 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Essen Medical Associates, PC 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Essen Medical Associates, PC 401(k) Plan and Trust reported participants rose from 1,137 in the plan year 2023 filing to 1,248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 582501863 · Essen Medical Associates, P.C. PY 2024 · 401(k)

Essen Medical Associates, PC 401(k) Plan and Trust · $21M · 1,248 · 72nd

  • NET $21M
  • BOOK 1,248
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Foulke Management Corporation, Incorporated 401(k) Plan
  • EBSA ind #12848

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Essen Medical Associates, PC 401(k) Plan and Trust in the asset neighbourhood

Essen Medical Associates, PC 401(k) Plan and TrustEssen Medical Associates, PC…$21MFoulke Management Corporation, Incorporated 401(k) PlanFoulke Management Corporatio…$21MO'donnell & Naccarato Inc. Cash or Deferred Profit Sharing PlanO'donnell & Naccarato Inc. C…$21MBonney Forge Corp Deferred Profit Sharing PlanBonney Forge Corp Deferred P…$21MAbbyy USA Software House, Inc. 401(k) Profit Sharing PlanAbbyy USA Software House, In…$21M
End-of-year total assets ($M) among Essen Medical Associates, PC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Essen Medical Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Essen Medical Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 81.31661526660031% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.9M $21.5M ▲ +81.4%
Year Plans Participants Total Assets
2022 1 1,189 $12M
2023 1 1,137 $16M
2024 1 1,248 $21M

Essen Medical Associates, P.C. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN582501863
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Essen Medical Associates, PC 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Essen Medical Associates, PC 401(k) Plan and Trust, Total assets ($B): 0.021485756 · Participants: 1248Essen Medical Associates, PC 401(k) Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Essen Medical Associates, PC 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Essen Medical Associates, PC 401(k) Plan and Trust side-by-side with 3 peers →

Essen Medical Associates, PC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foulke Management Corporation, Incorporated 401(k) Plan in NJ ($21M); by covered participants it is Coupa Software, Inc. Retirement Trust in CA (1,248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,248 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 Essen Medical Associates, PC 401(k) Plan and Trust assets move in 2024? ▼
Essen Medical Associates, PC 401(k) Plan and Trust surged - up 36.8% during 2024, from $16M to $21M. Reported net income was $6M.
How have Essen Medical Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essen Medical Associates, P.C.'s sponsor-wide assets grew 81.3%, from $12M to $21M.
Which 401(k) plans are similar in size to Essen Medical Associates, PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Foulke Management Corporation, Incorporated 401(k) Plan in NJ ($21M, 496 participants).
Which 401(k) plans cover a similar participant headcount to Essen Medical Associates, PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coupa Software, Inc. Retirement Trust in CA (1,248 participants, $215M 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 582501863.

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.