401(k) · DOL Form 5500 · 2022

Edgewood Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
2,302
Participants Above avg headcount
82nd
Percentile by assets National rank
$11,820
Avg per participant Low balance/head
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Official DOL plan name: Edgewood Management Group, LLC 401(k) Profit Sharing Plan · Sponsored by Edgewood Management Group, LLC · North Dakota · Healthcare & Social Assistance

$27M in assets, 2,302 participants

Edgewood Management Group, LLC's Edgewood Management Group, LLC 401(k) Profit Sharing Plan reported $27M in total assets and 2,302 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,922 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Dakota

Edgewood Management Group, LLC 401(k) Profit Sharing Plan covers 2,302 participants in North Dakota, 4.6x the typical North Dakota plan (state average ~504 per filing). Assets: $27M.

#16,922
in Healthcare & Social Assistance (20,060 peers)
-8.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edgewood Management Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Edgewood Management Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,210,728 Top 18% higher than 82% 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

Edgewood Management Group, LLC 401(k) 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. Edgewood Management Group, LLC 401(k) Profit Sharing Plan lands in the large band (2,302 participants).

Plan-year Form 5500 strip

Filing strip 263415102 · Edgewood Management Group, LLC PY 2022 · 401(k)

Edgewood Management Group, LLC 401(k) Profit Sharing Plan · $27M · 2,302 · 82nd

  • IND $27M
  • IND 2,302
  • IND 82nd
  • IND 401(k)
  • IND near Olo Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #16922

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 Healthcare & Social Assistance retirement plans → · Plans in North Dakota →

Edgewood Management Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Edgewood Management Group, LLC 401(k) Profit Sharing PlanEdgewood Management Group, L…$27MOlo Inc. 401(k) Profit Sharing Plan & TrustOlo Inc. 401(k) Profit Shari…$27MApg Electric Inc 401(k) Plan$27MKtimehr Profit Sharing and Retirement Savings 401(k) PlanKtimehr Profit Sharing and R…$27MHeritage Plastics, Inc. 401(k) PlanHeritage Plastics, Inc. 401(…$27M
End-of-year total assets ($M) among Edgewood Management Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Dakota filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$27M
Net Income-$2M
Employer EIN263415102
Plan Effective Date2007-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgewood Management Group, LLC)

Sponsor-wide plan assets over time

All Edgewood Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 47.318377516397206% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.2M $40.1M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 2,302 $27M
2023 1 2,968 $34M
2024 1 1,774 $40M

Nearby 401(k) Plans in North Dakota

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

Edgewood Management Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -10123 Total assets ($B) Participants Edgewood Management Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.027210728 · Participants: 2302Edgewood Management Group, LLC 401(k) Profit Sharing PlanSanford Retirement Savings Plan, Total assets ($B): 2.448470251 · Participants: 30145Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 1.321268405 · Participants: 8525Mdu Resources Group, Inc. 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.446081759 · Participants: 3784Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.410790544 · Participants: 2612Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.402778064 · Participants: 5088Offutt Companies 401(k) Savings Plan
Edgewood Management Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants

Edgewood Management Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Olo Inc. 401(k) Profit Sharing Plan & Trust in NY ($27M); by covered participants it is Ceridian Savings and Investment Plan in MN (2,302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,302 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 Edgewood Management Group, LLC 401(k) Profit Sharing Plan assets move in 2022?
Edgewood Management Group, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 8.3% during 2022, from $30M to $27M. Reported net income was -$2M.
How have Edgewood Management Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Edgewood Management Group, LLC's sponsor-wide assets grew 47.3%, from $27M to $40M.
Where does Edgewood Management Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Edgewood Management Group, LLC 401(k) Profit Sharing Plan ranks in the 82nd 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 Edgewood Management Group, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Olo Inc. 401(k) Profit Sharing Plan & Trust in NY ($27M, 641 participants).
Which 401(k) plans cover a similar participant headcount to Edgewood Management Group, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Ceridian Savings and Investment Plan in MN (2,302 participants, $504M in assets).