ESOP · DOL Form 5500 · 2024
The Essex Agency, Inc. ESOP
Data updated 2026-08-25
- $440K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 17th
- Percentile by assets National rank
Official DOL plan name: The Essex Agency, Inc. Employee Stock Ownership Plan · Sponsored by The Essex Agency, Inc. · Vermont · Finance & Insurance
$440K in assets, N/A participants
The Essex Agency, Inc.'s The Essex Agency, Inc. Employee Stock Ownership Plan reported $440K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #741 in Finance & Insurance (8,549 peers)
The Essex Agency, Inc. multi-year trail
The Essex Agency, Inc.'s plans moved -58.8% in assets from 2022 to 2024; this filing shows The Essex Agency, Inc. Employee Stock Ownership Plan at $440K / N/A participants.
- #741
- in Finance & Insurance (8,549 peers)
- +0.0%
- assets growth YoY
The Essex Agency, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
The Essex Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$439,726 17th percentile higher than 17% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Essex Agency, Inc. Employee Stock Ownership Plan reported participants fell from 20 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 030229768 · The Essex Agency, Inc. PY 2024 · ESOP
The Essex Agency, Inc. Employee Stock Ownership Plan · $440K · N/A · 17th
- VS-ST $440K
- BOY N/A
- SCH 17th
- EBSA ESOP
- PART near Measurement Analysis Corporation Employee Stock Ownership Plan
- TYPE ind #741
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 What is an ESOP? → · Plans in Vermont →
The Essex Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood
The Essex Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Essex Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $440K 58.77902382275935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 20 | $440K |
| 2024 | 1 | N/A | $440K |
The Essex Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $440K |
|---|---|
| Net Assets (End of Year) | $440K |
| Employer EIN | 030229768 |
| Plan Effective Date | 1996-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $676M · 566
- King Arthur Employee Stock Ownership Plan $328M · 320
- Cfc ESOP $98M · 431
- Hallam Associates Inc. Employee Stock Ownership Plan $24M · 146
- Trust Company of Vermont Employee Stock Ownership Plan $22M · 42
The Essex Agency, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Vermont, the nearest ESOP by end-of-year assets is Measurement Analysis Corporation Employee Stock Ownership Plan in CA at $441K (this filing: $440K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($440K here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.