Essex Portfolio 401(k) match, vesting and fees
What Essex Portfolio's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Mun Cpas, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Essex Portfolio: employer contribution per participant | $1,436 | |
| Peer median | $1,502 |
| Essex Portfolio: average balance | $56,585 | |
| Peer median | $49,651 |
| Essex Portfolio: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $116M at the end of plan year 2021 to $138M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,530 | $138M | $3.5M | $1,436 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 2,504 | $121M | $3.6M | $1,454 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 2,463 | $97.5M | $3.2M | $1,360 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 2,266 | $116M | $3.4M | $1,481 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Essex Portfolio match 401(k) contributions?
The match terms for the Essex Portfolio L.P. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $1,436 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Essex Portfolio 401(k) match vested?
The vesting schedule for the Essex Portfolio L.P. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Essex Portfolio 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Essex Portfolio L.P..
I left Essex Portfolio. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Essex Portfolio L.P., (650) 494-3700) or the recordkeeper, Fidelity Investments Institutional. The Essex Portfolio old 401(k) page lists the contacts from every plan filing. Find an old Essex Portfolio 401(k)
Data from the public Form 5500 annual reports Essex Portfolio filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Essex Portfolio. Not financial advice. Report a correction · Methodology