401(k) · DOL Form 5500 · 2023

Edgar, Dunn & Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
49th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Edgar, Dunn & Company 401(k) Profit Sharing Plan · Sponsored by Edgar, Dunn & Company · California · Professional & Technical Services

$6M in assets, 6 participants

Edgar, Dunn & Company's Edgar, Dunn & Company 401(k) Profit Sharing Plan reported $6M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,572 in Professional & Technical Services (20,321 peers)

Edgar, Dunn & Company multi-year trail

Edgar, Dunn & Company's plans moved +70.8% in assets from 2022 to 2024; this filing shows Edgar, Dunn & Company 401(k) Profit Sharing Plan at $6M / 6 participants.

#9,572
in Professional & Technical Services (20,321 peers)
+39.7%
assets growth YoY

Edgar, Dunn & Company 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Edgar, Dunn & Company 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,294,607 49th percentile higher than 49% of 127,068 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 2023

Edgar, Dunn & Company 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgar, Dunn & Company 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgar, Dunn & Company 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Edgar, Dunn & Company 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Edgar, Dunn & Company 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522243214 · Edgar, Dunn & Company PY 2023 · 401(k)

Edgar, Dunn & Company 401(k) Profit Sharing Plan · $6M · 6 · 49th

  • EIN $6M
  • EIN 6
  • EIN 49th
  • EIN 401(k)
  • EIN near Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #9572

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 California →

Edgar, Dunn & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Edgar, Dunn & Company 401(k) Profit Sharing PlanEdgar, Dunn & Company 401(k)…$6MAdvisors Capital Management LLC 401(k) Profit Sharing Plan & TrustAdvisors Capital Management …$6MKocina Marketing Companies 401(k) PlanKocina Marketing Companies 4…$6MWel Companies, Inc. 401(k) Savings PlanWel Companies, Inc. 401(k) S…$6MThe 615 Group 401(k) Plan$6M
End-of-year total assets ($M) among Edgar, Dunn & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Edgar, Dunn & Company multi-year asset trail

Sponsor-wide plan assets over time

All Edgar, Dunn & Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 70.83605103200053% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.51M $7.7M ▲ +70.7%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 6 $6M
2024 1 6 $8M

Edgar, Dunn & Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN522243214
Plan Effective Date2001-10-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Edgar, Dunn & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Edgar, Dunn & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.006294607 · Participants: 6Edgar, Dunn & Company 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Edgar, Dunn & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Edgar, Dunn & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust in NJ ($6M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edgar, Dunn & Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Edgar, Dunn & Company 401(k) Profit Sharing Plan surged - up 39.7% during 2023, from $5M to $6M. Reported net income was $2M.
How have Edgar, Dunn & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgar, Dunn & Company's sponsor-wide assets grew 70.8%, from $5M to $8M.
Which 401(k) plans are similar in size to Edgar, Dunn & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust in NJ ($6M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Edgar, Dunn & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522243214.

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.