Other · DOL Form 5500 · 2022

Edith Wharton Restoration, Inc. Retirement Plan

Data updated 2026-08-25

$249K
Total assets Small plan by assets
17
Participants Small participant base
12th
Percentile by assets National rank
$14,642
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edith Wharton Restoration Tax Deferred Annuity Plan · Sponsored by Edith Wharton Restoration, Inc. · Massachusetts · Educational Services

$249K in assets, 17 participants

Edith Wharton Restoration, Inc.'s Edith Wharton Restoration Tax Deferred Annuity Plan reported $249K in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #371 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 Tax Deferred Annuity Plan at $249K / 17 participants.

#371
in Educational Services (4,024 peers)
-23.2%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edith Wharton Restoration Tax Deferred Annuity Plan among the smaller filed plans by assets

Edith Wharton Restoration Tax Deferred Annuity Plan vs every filed plan by assets

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

$248,908 12th percentile higher than 12% 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan is a small filing (17 participants) on this national headcount ladder.

Plan-year Form 5500 strip

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

Edith Wharton Restoration Tax Deferred Annuity Plan · $249K · 17 · 12th

  • VS-ST $249K
  • VS-ST 17
  • VS-ST 12th
  • VS-ST Other
  • VS-ST near Allied Lending Group Private Retirement Plan and Trust
  • VS-ST ind #371

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 Tax Deferred Annuity Plan in the asset neighbourhood

Americano XII Realty Corp 401(k) PlanAmericano XII Realty Corp 40…$256KEdith Wharton Restoration Tax Deferred Annuity PlanEdith Wharton Restoration Ta…$249KAllied Lending Group Private Retirement Plan and TrustAllied Lending Group Private…$248KEmpac Group, Inc. 403(b) Retirement PlanEmpac Group, Inc. 403(b) Ret…$253KCalifornia Teaching Fellows Foundation 403(b) Retirement PlanCalifornia Teaching Fellows …$241K
End-of-year total assets ($M) among Edith Wharton Restoration Tax Deferred Annuity 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)$324K
Net Assets (End of Year)$249K
Net Income-$75K
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 Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Edith Wharton Restoration Tax Deferred Annuity Plan, Total assets ($B): 0.000248908 · Participants: 17Edith Wharton Restoration Tax Deferred Annuity 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 Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Edith Wharton Restoration Tax Deferred Annuity Plan side-by-side with 3 peers →

Edith Wharton Restoration Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Allied Lending Group Private Retirement Plan and Trust in CA ($248K); by covered participants it is Union Mission, Inc. 403(b) Retirement Savings Plan in GA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Tax Deferred Annuity Plan assets move in 2022? ▼
Edith Wharton Restoration Tax Deferred Annuity Plan declined sharply - down 23.2% during 2022, from $324K to $249K. Reported net income was -$75K.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Edith Wharton Restoration Tax Deferred Annuity Plan ranks in the 12th 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 Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Allied Lending Group Private Retirement Plan and Trust in CA ($248K, 3 participants).
Which Other plans cover a similar participant headcount to Edith Wharton Restoration Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Union Mission, Inc. 403(b) Retirement Savings Plan in GA (17 participants, $900K 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.