Other · DOL Form 5500 · 2022

Edith Wharton Restoration, Inc. Retirement Plan

Data updated 2026-08-25

$398K
Total assets Small plan by assets
20
Participants Small participant base
16th
Percentile by assets National rank
$19,893
Avg per participant Low balance/head
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Official DOL plan name: Edith Wharton Restoration Defined Contribution Retirement Plan · Sponsored by Edith Wharton Restoration, Inc. · Massachusetts · Educational Services

$398K in assets, 20 participants

Edith Wharton Restoration, Inc.'s Edith Wharton Restoration Defined Contribution Retirement Plan reported $398K in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #471 in Educational Services (4,024 peers)

Edith Wharton Restoration, Inc. multi-year trail

Edith Wharton Restoration, Inc.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows Edith Wharton Restoration Defined Contribution Retirement Plan at $398K / 20 participants.

#471
in Educational Services (4,024 peers)
-16.3%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edith Wharton Restoration Defined Contribution Retirement Plan among the smaller filed plans by assets

Edith Wharton Restoration Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$397,852 16th percentile higher than 16% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Edith Wharton Restoration Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edith Wharton Restoration Defined Contribution Retirement Plan is a small filing (20 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042666846 · Edith Wharton Restoration, Inc. PY 2022 · Other

Edith Wharton Restoration Defined Contribution Retirement Plan · $398K · 20 · 16th

  • PCT $398K
  • EIN 20
  • RANK 16th
  • PHOTO Other
  • IND near Chinese Staff & Workers Assoc Retirement Plan
  • EOY ind #471

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →

Edith Wharton Restoration Defined Contribution Retirement Plan in the asset neighbourhood

Edith Wharton Restoration Defined Contribution Retirement PlanEdith Wharton Restoration De…$398KChinese Staff & Workers Assoc Retirement PlanChinese Staff & Workers Asso…$398KPrevention Resources, Inc. 403(b)Prevention Resources, Inc. 4…$398KMixteco/Indigena Community Organizing Project 403(b) PlanMixteco/Indigena Community O…$396KThe Little School$395K
End-of-year total assets ($M) among Edith Wharton Restoration Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Edith Wharton Restoration, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Edith Wharton Restoration, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$882K 36.3765538994372% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.65M $0.88M ▲ +35.4%
Year Plans Participants Total Assets
2022 2 37 $647K
2023 2 42 $782K
2024 2 41 $882K

Edith Wharton Restoration, Inc. filing trail (2022)

Total Assets (Beginning of Year)$476K
Net Assets (End of Year)$398K
Net Income-$78K
Employer EIN042666846
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Edith Wharton Restoration Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Edith Wharton Restoration Defined Contribution Retirement Plan, Total assets ($B): 0.000397852 · Participants: 20Edith Wharton Restoration Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Edith Wharton Restoration Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Edith Wharton Restoration Defined Contribution Retirement Plan side-by-side with 3 peers →

Edith Wharton Restoration Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Chinese Staff & Workers Assoc Retirement Plan in NY ($398K); by covered participants it is Young Americans Christian Group Plan in GA (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($398K here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edith Wharton Restoration Defined Contribution Retirement Plan assets move in 2022? ▼
Edith Wharton Restoration Defined Contribution Retirement Plan declined sharply - down 16.3% during 2022, from $476K to $398K. Reported net income was -$78K.
How have Edith Wharton Restoration, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edith Wharton Restoration, Inc.'s sponsor-wide assets grew 36.4%, from $647K to $882K.
Where does Edith Wharton Restoration Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Edith Wharton Restoration Defined Contribution Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Edith Wharton Restoration Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Chinese Staff & Workers Assoc Retirement Plan in NY ($398K, 1 participant).
Which Other plans cover a similar participant headcount to Edith Wharton Restoration Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Young Americans Christian Group Plan in GA (20 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042666846.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.