401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$390M
Total assets
3,068
Participants
97th
Percentile by assets
$127,008
Avg per participant
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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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$390M
total plan assets (2022 EOY)
3,068
covered participants
97th
percentile by assets (of 139,126 plans)
$127,008
avg assets per participant

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.

Where Daniel J. Edelman Holdings, Inc. Profit Sharing Plan sits 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 $2,010,000,000 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

State
Illinois
Industry
Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Daniel J. Edelman Holdings, Inc. Profit Sharing Plan reports 3,068 participants - 3.9x that state average ($390M EOY assets).

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.)

$350M$400M$450M$500M$550M$600M 202220232024 $390M $544M ▲ +39.5%
Total plan assets by year, all Daniel J. Edelman Holdings, Inc. plans on file
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 ($B) Participants Daniel J. Edelman Ho…, Total assets ($B): 0.389659929 · Participants: 3068Daniel J. Edelman Ho…State Farm 401(k) Sa…, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Sa…Accenture United Sta…, Total assets ($B): 14.283954811 · Participants: 66653Accenture United Sta…Abbott Laboratories …, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement…
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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Daniel J. Edelman Holdings, Inc. Profit Sharing Plan by total assets, not by location.

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).

Next read for Daniel J. Edelman Holdings, Inc. Profit …

Filing takeaways

Ways to act on Daniel J. Edelman Holdings, Inc. Profit Sharing Plan's numbers.

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.