401(k) · DOL Form 5500 · 2022

Edelman Financial Engines, LLC 401(k) Plan

Data updated 2026-08-25

$349M
Total assets Above avg plan size
1,443
Participants Near avg headcount
97th
Percentile by assets National rank
$241,526
Avg per participant Above avg balance/head
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Official DOL plan name: Edelman Financial Engines 401(k) Plan · Sponsored by Edelman Financial Engines, LLC · California · Finance & Insurance

$349M in assets, 1,443 participants

Edelman Financial Engines, LLC's Edelman Financial Engines 401(k) Plan reported $349M in total assets and 1,443 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,796 in Finance & Insurance (9,261 peers)

Coverage in California

Edelman Financial Engines 401(k) Plan covers 1,443 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $349M.

#8,796
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY
3.5×
vs typical plan assets (national mean)

The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edelman Financial Engines 401(k) Plan's outsized position by total assets

Edelman Financial Engines 401(k) Plan vs every filed plan by assets

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

$348,521,737 Top 3% higher than 97% 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

Edelman Financial Engines 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edelman Financial Engines 401(k) Plan lands in the large band (1,443 participants).

EBSA filing schedule strip

Filing strip 943250323 · Edelman Financial Engines, LLC PY 2022 · 401(k)

Edelman Financial Engines 401(k) Plan · $349M · 1,443 · 97th

  • RANK $349M
  • PHOTO 1,443
  • IND 97th
  • EOY 401(k)
  • 5500 near Triniplus Retirement Plan
  • ASSETS ind #8796

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 Finance & Insurance retirement plans → · Plans in California →

Edelman Financial Engines 401(k) Plan in the asset neighbourhood

Sterling National Bank 401(k) and Profit Sharing PlanSterling National Bank 401(k…$349MEdelman Financial Engines 401(k) PlanEdelman Financial Engines 40…$349MTriniplus Retirement Plan$348MSavings & Investment Plan of Sasol (USA) CorporationSavings & Investment Plan of…$348MMathematica Group Holding Inc. Profit Sharing PlanMathematica Group Holding In…$348M
End-of-year total assets ($M) among Edelman Financial Engines 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$407M
Net Assets (End of Year)$349M
Net Income-$59M
Employer EIN943250323
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edelman Financial Engines, LLC)

Sponsor-wide plan assets over time

All Edelman Financial Engines, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$501M 43.6156959128205% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $349M $501M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 1,443 $349M
2023 1 1,575 $432M
2024 1 1,532 $501M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Edelman Financial Engines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Edelman Financial Engines 401(k) Plan, Total assets ($B): 0.348521737 · Participants: 1443Edelman Financial Engines 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Edelman Financial Engines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Edelman Financial Engines 401(k) Plan side-by-side with 3 peers →

Edelman Financial Engines 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Triniplus Retirement Plan in ND ($348M); by covered participants it is Seneca Nation of Indians 401(k) Plan in NY (1,443 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($349M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,443 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 Edelman Financial Engines 401(k) Plan assets move in 2022? ▼
Edelman Financial Engines 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $407M to $349M. Reported net income was -$59M.
How have Edelman Financial Engines, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edelman Financial Engines, LLC's sponsor-wide assets grew 43.6%, from $349M to $501M.
Where does Edelman Financial Engines 401(k) Plan rank by assets among Form 5500 filers? ▼
Edelman Financial Engines 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Edelman Financial Engines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triniplus Retirement Plan in ND ($348M, 2,645 participants).
Which 401(k) plans cover a similar participant headcount to Edelman Financial Engines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seneca Nation of Indians 401(k) Plan in NY (1,443 participants, $27M 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 943250323.

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.