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Department of Labor filing

THE ESSEX GROUP INC.

THE ESSEX GROUP INC. 401K PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

18filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$0

Reported employer contributions per active participant.

Higher than about 7% of comparable plans
#People in the filing
1,002

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$67 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 43% of comparable plans
↗Investment performance
Not available

Plan assets changed 10.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202418out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions7th percentileTypical peer $404 · based on 237 comparable plans
Lower reported administrative expense43rd percentileTypical peer $61 · based on 259 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE ESSEX GROUP INC. reported $84 in employer contributions across the plan and 1,002 active participants. That works out to $0 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy96%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 95.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 24.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context18/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$84
Participant contributions
$328,897
Other contributions
$3,787
Employer share of reported contributions
0.0%
Beginning assets
$4,189,550
Ending assets
$4,610,307
Ending net assets
$4,610,307
Ending liabilities
$0
Total income
$842,278
Total expenses
$421,521
Administrative expenses
$54,536
Participant loans
$75,129

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2
2023
$1
2024
$0
Plan-paid administrative expenses per participant
2022
$54
2023
$59
2024
$67
Active participants
2022
661
2023
773
2024
1,002
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$01,0024.6M20251014085244NAL0003461008001
2023$17734.2M20241010151622NAL0011650451001
2022$26613.6M20231011081045NAL0039473888001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
042557391-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1998
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTORS2024Not reportedunknown
AMERICAN FUNDS SERVICE COMPANY2024Not reportedunknown
BENEFIT PLANS ADMIN SERVICES, INC.2024Not reportedunknown
COLUMBIA THREADNEEDLE INVESTMENTS2024Not reportedunknown
DELAWARE SERVICE CO2024Not reportedunknown
DODGE & COX2024Not reportedunknown
FEDERATED HERMES SERVICES CO2024Not reportedunknown
FIDELITY INVESTMENT INSTITUTIONAL S2024Not reportedunknown
INVESCO INVESTMENTS2024Not reportedunknown
JP MORGAN FUNDS2024Not reportedunknown
MFS INVESTMENT MGMT.2024Not reportedunknown
T. ROWE PRICE ASSOCIATES2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251014085244NAL0003461008001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗