ESSEX PROPERTY TRUST, INC. 401(K) PLAN

Plan Contact

  • Address: 1100 PARK PLACE,,SAN MATEO,CA
  • Contact person: KRISTEN KURLAND
  • Phone: (650) 494-3700

Plan General Information

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of ESSEX PROPERTY TRUST, INC. 401(K) PLAN is $56,886,962.00.This plan was established in 1977.

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in ESSEX PROPERTY TRUST, INC. 401(K) PLAN is 2780

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for ESSEX PROPERTY TRUST, INC. 401(K) PLAN is $20,462.00

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for ESSEX PROPERTY TRUST, INC. 401(K) PLAN is $3,849.00.

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in ESSEX PROPERTY TRUST, INC. 401(K) PLAN is approximately $674.00
Investing in this additonal $674.00 for 20 years would give you extra $43,178.00, assuming a 10% annual return.

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2016, ESSEX PROPERTY TRUST, INC. 401(K) PLAN allocates $1,875,575.00 to match its employees' contributions, providing an employer match rate of 35.05% of their contributions

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of ESSEX PROPERTY TRUST, INC. 401(K) PLAN is 7.69%.

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for ESSEX PROPERTY TRUST, INC. 401(K) PLAN is 6.89%. This measures the effectiveness of the plan participants' investments in the year.

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of ESSEX PROPERTY TRUST, INC. 401(K) PLAN is 0.34%.

Enrollment Features

ESSEX PROPERTY TRUST, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …