401(k) · DOL Form 5500 · 2023
Edgeworth Economics 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $267,094
- Avg per participant High balance/head
Official DOL plan name: Edgeworth Economics 401(k) Plan · Sponsored by Edgeworth Economics · District of Columbia · Professional & Technical Services
$18M in assets, 69 participants
Edgeworth Economics's Edgeworth Economics 401(k) Plan reported $18M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,364 in Professional & Technical Services (20,321 peers)
Edgeworth Economics multi-year trail
Edgeworth Economics's plans moved +59.9% in assets from 2022 to 2024; this filing shows Edgeworth Economics 401(k) Plan at $18M / 69 participants.
- #14,364
- in Professional & Technical Services (20,321 peers)
- +31.7%
- assets growth YoY
Edgeworth Economics 401(k) Plan's outsized position by total assets
Edgeworth Economics 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,429,515 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Edgeworth Economics 401(k) 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. Edgeworth Economics 401(k) Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edgeworth Economics 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Edgeworth Economics 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Edgeworth Economics 401(k) Plan reported participants rose from 68 in the plan year 2022 filing to 69 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 270965443 · Edgeworth Economics PY 2023 · 401(k)
Edgeworth Economics 401(k) Plan · $18M · 69 · 71st
- VS-ST $18M
- BOY 69
- SCH 71st
- EBSA 401(k)
- PART near Shl US LLC 401(k) Plan
- TYPE ind #14364
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 District of Columbia →
Edgeworth Economics 401(k) Plan in the asset neighbourhood
Edgeworth Economics multi-year asset trail
Sponsor-wide plan assets over time
All Edgeworth Economics plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 59.85011064649966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $14M |
| 2023 | 1 | 69 | $18M |
| 2024 | 1 | 79 | $22M |
Edgeworth Economics filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 270965443 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Edgeworth Economics 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Shl US LLC 401(k) Plan in GA ($18M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Shl US LLC 401(k) Plan (GA) $18M · 222
- Fgs, LLC 401(k) Profit Sharing Plan (MD) $18M · 274
- Safdie Architects Retirement Plan (MA) $18M · 47
- Chatham Orthopaedic Associates, P.a. Retirement Plan (GA) $18M · 132
Similar participant headcount
Nearest other-state filings by covered participants (69 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.