Other · DOL Form 5500 · 2023

Edith Wharton Restoration, Inc. Retirement Plan

Data updated 2026-08-25

$307K
Total assets Small plan by assets
20
Participants Small participant base
14th
Percentile by assets National rank
$15,331
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edith Wharton Restoration Tax Deferred Annuity Plan · Sponsored by Edith Wharton Restoration, Inc. · Massachusetts · Educational Services

$307K in assets, 20 participants

Edith Wharton Restoration, Inc.'s Edith Wharton Restoration Tax Deferred Annuity Plan reported $307K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #387 in Educational Services (3,735 peers)

Edith Wharton Restoration, Inc. multi-year trail

Edith Wharton Restoration, Inc.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows Edith Wharton Restoration Tax Deferred Annuity Plan at $307K / 20 participants.

#387
in Educational Services (3,735 peers)
+23.2%
assets growth YoY

Edith Wharton Restoration Tax Deferred Annuity Plan among the smaller filed plans by assets

Edith Wharton Restoration Tax Deferred Annuity Plan vs every filed plan by assets

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

$306,621 14th percentile higher than 14% 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

Edith Wharton Restoration Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edith Wharton Restoration Tax Deferred Annuity Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edith Wharton Restoration Tax Deferred Annuity Plan reported net income rose from -$75K in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • Edith Wharton Restoration Tax Deferred Annuity Plan end-of-year assets rose from $249K in the plan year 2022 filing to $307K in the plan year 2023 filing.
  • Edith Wharton Restoration Tax Deferred Annuity Plan reported participants rose from 17 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042666846 · Edith Wharton Restoration, Inc. PY 2023 · Other

Edith Wharton Restoration Tax Deferred Annuity Plan · $307K · 20 · 14th

  • NET $307K
  • BOOK 20
  • VS-ST 14th
  • BOY Other
  • SCH near Unified Telecom Inc 401(k) Trust
  • EBSA ind #387

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 Educational Services retirement plans → · Plans in Massachusetts →

Edith Wharton Restoration Tax Deferred Annuity Plan in the asset neighbourhood

Edith Wharton Restoration Tax Deferred Annuity PlanEdith Wharton Restoration Ta…$307KUnified Telecom Inc 401(k) TrustUnified Telecom Inc 401(k) T…$306KSingle K$311KThe Free Medical Clinic, Inc. 403(b) PlanThe Free Medical Clinic, Inc…$311KMacon East Academy Tax Sheltered 403(b) PlanMacon East Academy Tax Shelt…$302K
End-of-year total assets ($M) among Edith Wharton Restoration Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Edith Wharton Restoration, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Edith Wharton Restoration, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$882K 36.3765538994372% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.65M $0.88M ▲ +35.4%
Year Plans Participants Total Assets
2022 2 37 $647K
2023 2 42 $782K
2024 2 41 $882K

Edith Wharton Restoration, Inc. filing trail (2023)

Total Assets (Beginning of Year)$249K
Net Assets (End of Year)$307K
Net Income$58K
Employer EIN042666846
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Edith Wharton Restoration Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Edith Wharton Restoration Tax Deferred Annuity Plan, Total assets ($B): 0.000306621 · Participants: 20Edith Wharton Restoration Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Edith Wharton Restoration Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Edith Wharton Restoration Tax Deferred Annuity Plan side-by-side with 3 peers →

Edith Wharton Restoration Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Unified Telecom Inc 401(k) Trust in IL ($306K); by covered participants it is Banesco USA Employees Savings and Investment Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($307K here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Edith Wharton Restoration Tax Deferred Annuity Plan assets move in 2023? ▼
Edith Wharton Restoration Tax Deferred Annuity Plan grew sharply - up 23.2% during 2023, from $249K to $307K. Reported net income was $58K.
How have Edith Wharton Restoration, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edith Wharton Restoration, Inc.'s sponsor-wide assets grew 36.4%, from $647K to $882K.
Where does Edith Wharton Restoration Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Edith Wharton Restoration Tax Deferred Annuity Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Edith Wharton Restoration Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Unified Telecom Inc 401(k) Trust in IL ($306K, 2 participants).
Which Other plans cover a similar participant headcount to Edith Wharton Restoration Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Banesco USA Employees Savings and Investment Plan in PR (20 participants, $2M 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 042666846.

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.