401(k) · DOL Form 5500 · 2024

Nueva Esperanza, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
174
Participants Small participant base
35th
Percentile by assets National rank
$18,780
Avg per participant Low balance/head
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Official DOL plan name: Esperanza 401(k) Plan · Sponsored by Nueva Esperanza, Inc. · Pennsylvania · Other Services

$3M in assets, 174 participants

Nueva Esperanza, Inc.'s Esperanza 401(k) Plan reported $3M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,549 in Other Services (7,719 peers)

Coverage in Pennsylvania

Esperanza 401(k) Plan covers 174 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#4,549
in Other Services (7,719 peers)
+23.3%
assets growth YoY

Esperanza 401(k) Plan's mid-pack asset rank among Other Services and all filers

Esperanza 401(k) Plan vs every filed plan by assets

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

$3,267,774 35th percentile higher than 35% 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

Esperanza 401(k) 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. Esperanza 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Esperanza 401(k) Plan reported participants rose from 140 in the plan year 2023 filing to 174 in the plan year 2024 filing.
  • Esperanza 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Esperanza 401(k) Plan reported net income fell from $708K in the plan year 2023 filing to $618K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232552707 · Nueva Esperanza, Inc. PY 2024 · 401(k)

Esperanza 401(k) Plan · $3M · 174 · 35th

  • PHOTO $3M
  • IND 174
  • EOY 35th
  • 5500 401(k)
  • ASSETS near Eps Operations, LLC 401(k) Plan
  • PCT ind #4549

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 Other Services retirement plans → · Plans in Pennsylvania →

Esperanza 401(k) Plan in the asset neighbourhood

Esperanza 401(k) Plan$3MEps Operations, LLC 401(k) PlanEps Operations, LLC 401(k) P…$3MGoodheart 401(k) Plan$3MStaff Force, Inc. 401(k) Retirement PlanStaff Force, Inc. 401(k) Ret…$3MMayco Savings Plan$3M
End-of-year total assets ($M) among Esperanza 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$618K
Employer EIN232552707
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nueva Esperanza, Inc.)

Sponsor-wide plan assets over time

All Nueva Esperanza, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 68.36645421898427% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.94M $3.27M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 133 $2M
2023 1 140 $3M
2024 1 174 $3M

Nearby 401(k) Plans in Pennsylvania

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

Esperanza 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Esperanza 401(k) Plan, Total assets ($B): 0.003267774 · Participants: 174Esperanza 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Esperanza 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Esperanza 401(k) Plan side-by-side with 3 peers →

Esperanza 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Eps Operations, LLC 401(k) Plan in MD ($3M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Esperanza 401(k) Plan assets move in 2024? ▼
Esperanza 401(k) Plan grew sharply - up 23.3% during 2024, from $3M to $3M. Reported net income was $618K.
How have Nueva Esperanza, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nueva Esperanza, Inc.'s sponsor-wide assets grew 68.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Esperanza 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eps Operations, LLC 401(k) Plan in MD ($3M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Esperanza 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M 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 232552707.

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.