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
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,894 | H, C | 20240717145026NAL0004223057001 |
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
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $225,333 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |