401(k) · DOL Form 5500 · 2022

Margolis Edelstein 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
159
Participants Small participant base
89th
Percentile by assets National rank
$346,285
Avg per participant High balance/head
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Official DOL plan name: Margolis Edelstein 401(k) Profit Sharing Plan · Sponsored by Margolis Edelstein · Pennsylvania · Professional & Technical Services

$55M in assets, 159 participants

Margolis Edelstein's Margolis Edelstein 401(k) Profit Sharing Plan reported $55M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,373 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Margolis Edelstein 401(k) Profit Sharing Plan covers 159 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $55M.

#19,373
in Professional & Technical Services (21,562 peers)
-23.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Margolis Edelstein 401(k) Profit Sharing Plan's outsized position by total assets

Margolis Edelstein 401(k) Profit Sharing Plan vs every filed plan by assets

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

$55,059,392 Top 11% higher than 89% 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

Margolis Edelstein 401(k) 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. Margolis Edelstein 401(k) Profit Sharing Plan sits mid-pack in the medium band (159 participants).

EBSA filing schedule strip

Filing strip 232049922 · Margolis Edelstein PY 2022 · 401(k)

Margolis Edelstein 401(k) Profit Sharing Plan · $55M · 159 · 89th

  • VS-ST $55M
  • BOY 159
  • SCH 89th
  • EBSA 401(k)
  • PART near Emmis Operating Company 401(k) Plan
  • TYPE ind #19373

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 Pennsylvania →

Margolis Edelstein 401(k) Profit Sharing Plan in the asset neighbourhood

Educators Credit Union 401(k) Plan & TrustEducators Credit Union 401(k…$55MMargolis Edelstein 401(k) Profit Sharing PlanMargolis Edelstein 401(k) Pr…$55MEmmis Operating Company 401(k) PlanEmmis Operating Company 401(…$55MWorkwear Outfitters 401(k) Savings PlanWorkwear Outfitters 401(k) S…$55MFlying Food Fare, Inc. 401(k) PlanFlying Food Fare, Inc. 401(k…$55M
End-of-year total assets ($M) among Margolis Edelstein 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$55M
Net Income-$17M
Employer EIN232049922
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margolis Edelstein)

Sponsor-wide plan assets over time

All Margolis Edelstein plans reported in each filing year

Latest sponsor-wide plan assets
$60M 9.045900833776006% vs 2022
2024 filing year
$54M$56M$58M$60M$62M 202220232024 $55.1M $60M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 159 $55M
2023 1 170 $59M
2024 1 186 $60M

Nearby 401(k) Plans in Pennsylvania

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

Margolis Edelstein 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Margolis Edelstein 401(k) Profit Sharing Plan, Total assets ($B): 0.055059392 · Participants: 159Margolis Edelstein 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Margolis Edelstein 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Margolis Edelstein 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Emmis Operating Company 401(k) Plan in IN ($55M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Margolis Edelstein 401(k) Profit Sharing Plan assets move in 2022? ▼
Margolis Edelstein 401(k) Profit Sharing Plan declined sharply - down 23.5% during 2022, from $72M to $55M. Reported net income was -$17M.
How have Margolis Edelstein plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margolis Edelstein's sponsor-wide assets grew 9.0%, from $55M to $60M.
Where does Margolis Edelstein 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Margolis Edelstein 401(k) Profit Sharing Plan ranks in the 89th 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 Margolis Edelstein 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emmis Operating Company 401(k) Plan in IN ($55M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Margolis Edelstein 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants, $171K 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 232049922.

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.