401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$81M
Total assets Below avg plan size
1,685
Participants Near avg headcount
89th
Percentile by assets National rank
$48,332
Avg per participant Low balance/head
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Official DOL plan name: Esp Management, LLC 401(k) Profit Sharing Plan · Sponsored by Katzen Medical Associates, P.C. · Texas · Healthcare & Social Assistance

$81M in assets, 1,685 participants

Katzen Medical Associates, P.C.'s Esp Management, LLC 401(k) Profit Sharing Plan reported $81M in total assets and 1,685 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.

  • #15,282 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Esp Management, LLC 401(k) Profit Sharing Plan covers 1,685 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $81M.

#15,282
in Healthcare & Social Assistance (16,916 peers)
+10.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Esp Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Esp Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$81,439,776 Top 11% higher than 89% 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

Esp Management, LLC 401(k) Profit Sharing 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. Esp Management, LLC 401(k) Profit Sharing Plan lands in the large band (1,685 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Esp Management, LLC 401(k) Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Esp Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $74M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Esp Management, LLC 401(k) Profit Sharing Plan reported participants fell from 1,695 in the plan year 2023 filing to 1,685 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522000021 · Katzen Medical Associates, P.C. PY 2024 · 401(k)

Esp Management, LLC 401(k) Profit Sharing Plan · $81M · 1,685 · 89th

  • RANK $81M
  • RANK 1,685
  • RANK 89th
  • RANK 401(k)
  • RANK near Crutchfield Corporation Profit Sharing Plan
  • RANK ind #15282

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 Texas →

Esp Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

First American Bank 401(k) Employee Stock Ownership PlanFirst American Bank 401(k) E…$81MEsp Management, LLC 401(k) Profit Sharing PlanEsp Management, LLC 401(k) P…$81MCrutchfield Corporation Profit Sharing PlanCrutchfield Corporation Prof…$81MWideorbit LLC 401(k) Plan$81MYear Up, Inc. 401(k) Plan$81M
End-of-year total assets ($M) among Esp Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$81M
Net Income$8M
Employer EIN522000021
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katzen Medical Associates, P.C.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$81M 31.697871121667742% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.8M $81.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 1,597 $62M
2023 1 1,695 $74M
2024 1 1,685 $81M

Nearby 401(k) Plans in Texas

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

Esp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Esp Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.081439776 · Participants: 1685Esp Management, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Esp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Esp Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Esp Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Crutchfield Corporation Profit Sharing Plan in VA ($81M); by covered participants it is Kik Custom Products 401(k) Retirement Savings Plan in GA (1,684 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 (1,685 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 Esp Management, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Esp Management, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 10.4% during 2024, from $74M to $81M. Reported net income was $8M.
How have Katzen Medical Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katzen Medical Associates, P.C.'s sponsor-wide assets grew 31.7%, from $62M to $81M.
Where does Esp Management, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Esp Management, LLC 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Esp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crutchfield Corporation Profit Sharing Plan in VA ($81M, 596 participants).
Which 401(k) plans cover a similar participant headcount to Esp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kik Custom Products 401(k) Retirement Savings Plan in GA (1,684 participants, $93M 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 522000021.

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.