401(k) · DOL Form 5500 · 2024

Espec North America, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
240
Participants Below avg headcount
70th
Percentile by assets National rank
$82,079
Avg per participant Below avg balance/head
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Official DOL plan name: Espec North America, Inc. 401(k) Retirement Savings Plan · Sponsored by Espec North America, Inc. · Michigan · Manufacturing

$20M in assets, 240 participants

Espec North America, Inc.'s Espec North America, Inc. 401(k) Retirement Savings Plan reported $20M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,566 in Manufacturing (17,777 peers)

Coverage in Michigan

Espec North America, Inc. 401(k) Retirement Savings Plan covers 240 participants in Michigan, about 38% of the average Michigan filer (state average ~638 per filing). Assets: $20M.

#10,566
in Manufacturing (17,777 peers)
+13.3%
assets growth YoY

Espec North America, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Espec North America, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$19,699,025 Top 30% higher than 70% 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

Espec North America, Inc. 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Espec North America, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Espec North America, Inc. 401(k) Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Espec North America, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Espec North America, Inc. 401(k) Retirement Savings Plan reported participants rose from 237 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133183033 · Espec North America, Inc. PY 2024 · 401(k)

Espec North America, Inc. 401(k) Retirement Savings Plan · $20M · 240 · 70th

  • BOOK $20M
  • VS-ST 240
  • BOY 70th
  • SCH 401(k)
  • EBSA near Hubbardton Forge Savings and Retirement Plan
  • PART ind #10566

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 Manufacturing retirement plans → · Plans in Michigan →

Espec North America, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Espec North America, Inc. 401(k) Retirement Savings PlanEspec North America, Inc. 40…$20MHubbardton Forge Savings and Retirement PlanHubbardton Forge Savings and…$20MHeartland Bank 401(k) Retirement PlanHeartland Bank 401(k) Retire…$20MEnvalior Engineering Materials Inc. Retirement PlanEnvalior Engineering Materia…$20MVillager Construction, Inc. Prevailing Wage Rate and 401(k) Retirement PlanVillager Construction, Inc. …$20M
End-of-year total assets ($M) among Espec North America, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN133183033
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Espec North America, Inc.)

Sponsor-wide plan assets over time

All Espec North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.80392306077095% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $19.7M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 245 $14M
2023 1 237 $17M
2024 1 240 $20M

Nearby 401(k) Plans in Michigan

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

Espec North America, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Espec North America, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.019699025 · Participants: 240Espec North America, Inc. 401(k) Retirement Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Espec North America, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Espec North America, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Espec North America, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Hubbardton Forge Savings and Retirement Plan in VT ($20M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Espec North America, Inc. 401(k) Retirement Savings Plan assets move in 2024? ▼
Espec North America, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 13.3% during 2024, from $17M to $20M. Reported net income was $2M.
How have Espec North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Espec North America, Inc.'s sponsor-wide assets grew 38.8%, from $14M to $20M.
Which 401(k) plans are similar in size to Espec North America, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hubbardton Forge Savings and Retirement Plan in VT ($20M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Espec North America, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 participants, N/A 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 133183033.

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.