401(k) · DOL Form 5500 · 2022

Daniel J. Edelman Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$390M
Total assets Above avg plan size
3,068
Participants Above avg headcount
97th
Percentile by assets National rank
$127,008
Avg per participant Near avg balance/head
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Official DOL plan name: Daniel J. Edelman Holdings, Inc. Profit Sharing Plan · Sponsored by Daniel J. Edelman Holdings, Inc. · Illinois · Professional & Technical Services

$390M in assets, 3,068 participants

Daniel J. Edelman Holdings, Inc.'s Daniel J. Edelman Holdings, Inc. Profit Sharing Plan reported $390M in total assets and 3,068 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.

  • #21,171 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan covers 3,068 participants in Illinois, 3.9x the typical Illinois plan (state average ~779 per filing). Assets: $390M.

#21,171
in Professional & Technical Services (21,562 peers)
-13.0%
assets change YoY
3.9×
vs typical plan assets (national mean)

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan's outsized position by total assets

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan vs every filed plan by assets

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

$389,659,929 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

Daniel J. Edelman Holdings, Inc. Profit Sharing 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. Daniel J. Edelman Holdings, Inc. Profit Sharing Plan lands in the large band (3,068 participants).

EBSA filing schedule strip

Filing strip 800830746 · Daniel J. Edelman Holdings, Inc. PY 2022 · 401(k)

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan · $390M · 3,068 · 97th

  • BOOK $390M
  • VS-ST 3,068
  • BOY 97th
  • SCH 401(k)
  • EBSA near Six3 Advanced Systems Profit Sharing Plan
  • PART ind #21171

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan in the asset neighbourhood

Kutak Rock LLP 401(k) Profit Sharing PlanKutak Rock LLP 401(k) Profit…$390MSix3 Advanced Systems Profit Sharing PlanSix3 Advanced Systems Profit…$390MDaniel J. Edelman Holdings, Inc. Profit Sharing PlanDaniel J. Edelman Holdings, …$390MThe Lamar Savings and Profit Sharing PlanThe Lamar Savings and Profit…$390MNec Corporation of America Retirement PlanNec Corporation of America R…$389M
End-of-year total assets ($M) among Daniel J. Edelman Holdings, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$448M
Net Assets (End of Year)$390M
Net Income-$58M
Employer EIN800830746
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniel J. Edelman Holdings, Inc.)

Sponsor-wide plan assets over time

All Daniel J. Edelman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$544M 39.52136659143106% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $390M $544M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 3,068 $390M
2023 1 3,537 $474M
2024 1 3,203 $544M

Nearby 401(k) Plans in Illinois

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

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Daniel J. Edelman Holdings, Inc. Profit Sharing Plan, Total assets ($B): 0.389659929 · Participants: 3068Daniel J. Edelman Holdings, Inc. Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Daniel J. Edelman Holdings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Daniel J. Edelman Holdings, Inc. Profit Sharing Plan side-by-side with 3 peers →

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Six3 Advanced Systems Profit Sharing Plan in VA ($390M); by covered participants it is Parade Enterprises LLC, 401(k) Plan in NJ (3,068 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($390M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,068 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 Daniel J. Edelman Holdings, Inc. Profit Sharing Plan assets move in 2022? ▼
Daniel J. Edelman Holdings, Inc. Profit Sharing Plan pulled back noticeably - down 13.0% during 2022, from $448M to $390M. Reported net income was -$58M.
How have Daniel J. Edelman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel J. Edelman Holdings, Inc.'s sponsor-wide assets grew 39.5%, from $390M to $544M.
Where does Daniel J. Edelman Holdings, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Daniel J. Edelman Holdings, Inc. Profit Sharing 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 Daniel J. Edelman Holdings, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Six3 Advanced Systems Profit Sharing Plan in VA ($390M, 1,435 participants).
Which 401(k) plans cover a similar participant headcount to Daniel J. Edelman Holdings, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parade Enterprises LLC, 401(k) Plan in NJ (3,068 participants, $267K 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 800830746.

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.