Esg Holdings 401(k) and pension plans

Esg Holdings, LLC, Milwaukee, WI. EIN 38-3926387. Annual reports 2009–2023. Also filed as Everett Smith Group, Ltd.

Esg Holdings, LLC has no active retirement plan on file. Its last annual report was for 2023. Its Esg Holdings, LLC Pension Plan was merged into Esg Holdings, LLC 401(k) Plan in 2023.

Active plans: 0
Plans on file: 2
Industry: Holding companies

All 2 plans

Active plans first

Esg Holdings, LLC Pension Plan

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2023 its assets moved to the Esg Holdings, LLC 401(k) Plan, sponsored by Esg Holdings, LLC (EIN 38-3926387, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 38-3926387
Participants (2021): 1,238
Net assets (2021): $63.0 million
Plan administrator: Esg Holdings, LLC
330 E. Kilbourn Avenue, Suite 1400
Milwaukee, WI 53202
(414) 223-1560As filed for 2023
In effect since: July 1, 1967

Earlier sponsor: Everett Smith Group, Ltd. (2009–2012).

Earlier plan names: Everett Smith Group, Ltd. Pension Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	0	$0	not listed
2021	1,238	$63.0 million	not listed
2020	1,278	$77.6 million	not listed
2019	1,309	$73.8 million	not listed
2018	1,334	$72.8 million	not listed
2017	1,364	$70.3 million	not listed
2016	1,390	$74.9 million	not listed
2015	1,447	$66.1 million	not listed
2014	2,567	$109 million	not listed
2013	2,601	$102 million	not listed
2012	2,636	$90.0 million	not listed
2011	2,667	$93.0 million	not listed
2010	2,688	$83.2 million	not listed
2009	2,735	$71.6 million	not listed

Esg Holdings, LLC 401(k) Plan

401(k)Merged

Merged. In 2018 its assets moved to the Preferred Compounding Corp. 401(k) Plan (EIN 27-0013235, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 38-3926387
Participants (2017): 512
Net assets (2017): $37.5 million
Recordkeeper: Wells Fargo2009–2018
Plan administrator: Esg Holdings, LLC
330 East Kilbourn Ave, Suite 1400
Milwaukee, WI 53202
(414) 223-1560As filed for 2018
In effect since: October 1, 1985

Plans merged into this one: Esg Holdings, LLC Pension Plan (2023).

Earlier sponsor: Everett Smith Group, Ltd. (2009–2013).

Earlier plan names: Everett Smith Group, Ltd. 401(k) Plan.

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Wells Fargo
2017	512	$37.5 million	Wells Fargo
2016	628	$45.4 million	Wells Fargo
2015	705	$48.6 million	Wells Fargo
2014	946	$73.9 million	Wells Fargo
2013	1,180	$95.9 million	Wells Fargo
2012	1,604	$98.3 million	Wells Fargo
2011	1,955	$88.8 million	Wells Fargo
2010	2,099	$92.4 million	Wells Fargo
2009	2,313	$88.2 million	Wells Fargo

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Esg Holdings, LLC Pension Plan

Esg Holdings, LLC 401(k) Plan

If you had money in one of these plans

What these numbers are

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