401(k) · DOL Form 5500 · 2024
Esa Management, LLC 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 7,293
- Participants Very large workforce
- 89th
- Percentile by assets National rank
- $11,087
- Avg per participant Low balance/head
Official DOL plan name: Esa Management, LLC 401(k) Plan · Sponsored by Esa Management, LLC · North Carolina · Food Services & Accommodation
$81M in assets, 7,293 participants
Esa Management, LLC's Esa Management, LLC 401(k) Plan reported $81M in total assets and 7,293 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #3,558 in Food Services & Accommodation (3,672 peers)
Coverage in North Carolina
Esa Management, LLC 401(k) Plan covers 7,293 participants in North Carolina, 8.9x the typical North Carolina plan (state average ~819 per filing). Assets: $81M.
- #3,558
- in Food Services & Accommodation (3,672 peers)
- +14.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Esa Management, LLC 401(k) Plan's outsized position by total assets
Esa Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,858,527 Top 11% higher than 89% 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
Esa Management, LLC 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. Esa Management, LLC 401(k) Plan lands in the large band (7,293 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Esa Management, LLC 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Esa Management, LLC 401(k) Plan end-of-year assets rose from $71M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- Esa Management, LLC 401(k) Plan reported participants fell from 7,930 in the plan year 2023 filing to 7,293 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 901015925 · Esa Management, LLC PY 2024 · 401(k)
Esa Management, LLC 401(k) Plan · $81M · 7,293 · 89th
- BOOK $81M
- VS-ST 7,293
- BOY 89th
- SCH 401(k)
- EBSA near Madison Gas and Electric Company Retirement Savings Plan
- PART ind #3558
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 Food Services & Accommodation retirement plans → · Plans in North Carolina →
Esa Management, LLC 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $10M |
| Employer EIN | 901015925 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Esa Management, LLC)
Sponsor-wide plan assets over time
All Esa Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 40.254419491022254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,790 | $58M |
| 2023 | 1 | 7,930 | $71M |
| 2024 | 1 | 7,293 | $81M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Scale composition for Esa Management, LLC 401(k) Plan
Esa Management, LLC 401(k) Plan reports $81M in end-of-year assets across 7,293 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $11,087 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $10M.
This plan identity (EIN 901015925, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $58M to $81M (+40.3%) while covered participants moved from 6,790 to 7,293 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,790 | $58M | Open filing |
| 2023 | 7,930 | $71M | Open filing |
| 2024 · index core | 7,293 | $81M | This page |
Esa Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Madison Gas and Electric Company Retirement Savings Plan in WI ($81M); by covered participants it is First Horizon Corporation Savings Plan in TN (7,294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,293 participants); asset peers above are excluded.
- First Horizon Corporation Savings Plan (TN) 7,294 · 1 off
- Bimbo Bakeries USA Savings Plan (PA) 7,292 · 1 off
- Rexel USA, Inc. Section 401(k) Savings Plan (TX) 7,290 · 3 off
- Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan (MN) 7,298 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.