401(k) · DOL Form 5500 · 2023
Edelman Financial Engines, LLC 401(k) Plan
Data updated 2026-08-11
- $432M
- Total assets
- 1,575
- Participants
- 97th
- Percentile by assets
- $274,051
- Avg per participant
Official DOL plan name: Edelman Financial Engines 401(k) Plan · Sponsored by Edelman Financial Engines, LLC · California · Finance & Insurance
$432M in assets, 1,575 participants
Edelman Financial Engines, LLC's Edelman Financial Engines 401(k) Plan reported $432M in total assets and 1,575 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #8,428 in Finance & Insurance (8,869 peers)
Coverage in California
Edelman Financial Engines 401(k) Plan covers 1,575 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $432M.
- $432M
- total plan assets (2023 EOY)
- 1,575
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $274,051
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edelman Financial Engines 401(k) Plan reported net income rose from -$59M in the plan year 2022 filing to $83M in the plan year 2023 filing.
- Edelman Financial Engines 401(k) Plan end-of-year assets rose from $349M in the plan year 2022 filing to $432M in the plan year 2023 filing.
- Edelman Financial Engines 401(k) Plan reported participants rose from 1,443 in the plan year 2022 filing to 1,575 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Edelman Financial Engines 401(k) Plan reports 1,575 participants - 2.5x that state average ($432M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $432M |
| Net Income | $83M |
| Employer EIN | 943250323 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edelman Financial Engines, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,443 | $349M |
| 2023 | 1 | 1,575 | $432M |
| 2024 | 1 | 1,532 | $501M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Edelman Financial Engines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Edelman Financial Engines 401(k) Plan by total assets, not by location.
- Medical Solutions 401(k) Plan (NE) $432M · 17,095
- Balfour Beatty Construction Group 401(k) and Profit Sharing Plan (TX) $432M · 1,902
- Pilgrim's Pride Retirement Savings Plan (CO) $431M · 34,879
- Cboe Global Markets Smart Plan (IL) $431M · 1,030
Frequently Asked Questions
How did Edelman Financial Engines 401(k) Plan assets move in 2023? ▼
How have Edelman Financial Engines, LLC plan assets changed over time? ▼
Where does Edelman Financial Engines 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Edelman Financial Engines 401(k) Plan? ▼
Next read for Edelman Financial Engines 401(k) Plan
Filing takeaways
Ways to act on Edelman Financial Engines 401(k) Plan's numbers.
- By total assets, Edelman Financial Engines 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Edelman Financial Engines, LLC's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Finance & Insurance plans