Plan5500

Extra Space Management, Inc. 401(K) Plan — Form 5500 plan (Extra Space Management, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Extra Space Management, Inc. 401(K) Plan is a benefit plan reported by Extra Space Management, Inc. under EIN 87-0405300 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,894 participants and $136,429,573 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$136.4MPlan net assets, end of year$136,429,573
Participants4.9KCovered participants reported4,894
Assets / participant$27.9KComputed: assets ÷ participants$27,877 (computed)
Provider compensation$300.3K2 Schedule C provider row(s)$300,333
Plan sponsor
Extra Space Management, Inc.
EIN
87-0405300
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,894 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$136.4M total assets
Net assets$136.4MLiabilities$0
Money in vs. money out
Total income / additions$54.7M
Total expenses$12.6M
Benefits paid / distributions$12.3M
Contributions
Employer$6.5M
Participant$14.2M
Full reported line items

Net assets

Total assets (EOY)
$136,429,573
Total liabilities (EOY)
$0
Net assets (EOY)
$136,429,573
Net assets (BOY)
$94,329,555

Income & contributions

Employer contributions
$6,547,775
Participant contributions
$14,246,608
Total contributions
$35,220,980
Total income / additions
$54,677,063

Expenses & distributions

Benefits paid
$12,278,104
Administrative expenses
$300,191
Total expenses
$12,579,325
Net increase / (decrease)
$42,097,738
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$225.3K
    RECORDKEEPER · Direct $225.3K · Indirect $0
  2. 2
    Global Retirement Partners LLC$75K
    ADVISOR · Direct $75K

Related Form 5500 pages