401(k) · DOL Form 5500 · 2022

Edelstein & Company, LLP 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
134
Participants Small participant base
81st
Percentile by assets National rank
$200,375
Avg per participant Above avg balance/head
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Official DOL plan name: Edelstein & Company Profit Sharing Plan · Sponsored by Edelstein & Company, LLP · Massachusetts · Professional & Technical Services

$27M in assets, 134 participants

Edelstein & Company, LLP's Edelstein & Company Profit Sharing Plan reported $27M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,678 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Edelstein & Company Profit Sharing Plan covers 134 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#17,678
in Professional & Technical Services (21,562 peers)
-13.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edelstein & Company Profit Sharing Plan's outsized position by total assets

Edelstein & Company Profit Sharing Plan vs every filed plan by assets

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

$26,850,286 Top 19% higher than 81% 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

Edelstein & Company Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edelstein & Company Profit Sharing Plan sits mid-pack in the medium band (134 participants).

EBSA filing schedule strip

Filing strip 042442519 · Edelstein & Company, LLP PY 2022 · 401(k)

Edelstein & Company Profit Sharing Plan · $27M · 134 · 81st

  • 5500 $27M
  • 5500 134
  • 5500 81st
  • 5500 401(k)
  • 5500 near Chicago White Sox Employee Retirement Plan
  • 5500 ind #17678

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 Massachusetts →

Edelstein & Company Profit Sharing Plan in the asset neighbourhood

Edelstein & Company Profit Sharing PlanEdelstein & Company Profit S…$27MChicago White Sox Employee Retirement PlanChicago White Sox Employee R…$27MNot-for-Profit Retirement Savings PlanNot-for-Profit Retirement Sa…$27MGroup Services, LLC 401(k) and Profit Sharing PlanGroup Services, LLC 401(k) a…$27MRoy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$27M
End-of-year total assets ($M) among Edelstein & Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN042442519
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edelstein & Company, LLP)

Sponsor-wide plan assets over time

All Edelstein & Company, LLP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $26.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 134 $27M
2023 1 144 $32M
2024 1 136 N/A

Nearby 401(k) Plans in Massachusetts

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

Edelstein & Company Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Edelstein & Company Profit Sharing Plan, Total assets ($B): 0.026850286 · Participants: 134Edelstein & Company Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Edelstein & Company Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Edelstein & Company Profit Sharing Plan side-by-side with 3 peers →

Edelstein & Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Chicago White Sox Employee Retirement Plan in IL ($27M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Edelstein & Company Profit Sharing Plan assets move in 2022? ▼
Edelstein & Company Profit Sharing Plan pulled back noticeably - down 13.6% during 2022, from $31M to $27M. Reported net income was -$4M.
Where does Edelstein & Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Edelstein & Company Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Edelstein & Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago White Sox Employee Retirement Plan in IL ($27M, 413 participants).
Which 401(k) plans cover a similar participant headcount to Edelstein & Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 042442519.

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.