401(k) · DOL Form 5500 · 2023

Edgemere Consulting Corp 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
39th
Percentile by assets National rank
$452,138
Avg per participant High balance/head
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Official DOL plan name: Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Edgemere Consulting Corp · North Carolina · Professional & Technical Services

$4M in assets, 8 participants

Edgemere Consulting Corp's Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,265 in Professional & Technical Services (20,321 peers)

Edgemere Consulting Corp multi-year trail

Edgemere Consulting Corp's plans moved +17.1% in assets from 2022 to 2024; this filing shows Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust at $4M / 8 participants.

#7,265
in Professional & Technical Services (20,321 peers)
-6.2%
assets change YoY

The plan reported a net loss of $239K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,617,107 39th percentile higher than 39% 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

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust reported net income rose from -$713K in the plan year 2022 filing to -$239K in the plan year 2023 filing.
  • Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043301218 · Edgemere Consulting Corp PY 2023 · 401(k)

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust · $4M · 8 · 39th

  • ASSETS $4M
  • PCT 8
  • EIN 39th
  • RANK 401(k)
  • PHOTO near Xcel Brands, Inc. 401(k) Savings Plan
  • IND ind #7265

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 North Carolina →

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Edgemere Consulting Corp 401(k) Profit Sharing Plan & TrustEdgemere Consulting Corp 401…$4MXcel Brands, Inc. 401(k) Savings PlanXcel Brands, Inc. 401(k) Sav…$4MWelts, White & Fontaine, P.C. 401(k) Plan & TrustWelts, White & Fontaine, P.C…$4MGirl Scouts of Western Ohio's 401(k) Thrift PlanGirl Scouts of Western Ohio'…$4MBayside Marine Corp. 401(k) Profit Sharing PlanBayside Marine Corp. 401(k) …$4M
End-of-year total assets ($M) among Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Edgemere Consulting Corp multi-year asset trail

Sponsor-wide plan assets over time

All Edgemere Consulting Corp plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.076999604752512% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.86M $4.51M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 8 $4M
2024 1 7 $5M

Edgemere Consulting Corp filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$239K
Employer EIN043301218
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003617107 · Participants: 8Edgemere Consulting Corp 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Xcel Brands, Inc. 401(k) Savings Plan in NY ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.2% during 2023, from $4M to $4M. Reported net income was -$239K.
How have Edgemere Consulting Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgemere Consulting Corp's sponsor-wide assets grew 17.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Xcel Brands, Inc. 401(k) Savings Plan in NY ($4M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 043301218.

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.