401(k) · DOL Form 5500 · 2023

Edelman Financial Engines, LLC 401(k) Plan

Data updated 2026-08-25

$432M
Total assets Above avg plan size
1,575
Participants Near avg headcount
97th
Percentile by assets National rank
$274,051
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,428
in Finance & Insurance (8,869 peers)
+23.8%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Edelman Financial Engines 401(k) Plan's outsized position by total assets

Edelman Financial Engines 401(k) Plan vs every filed plan by assets

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

$431,630,096 Top 3% higher than 97% 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

Edelman Financial Engines 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edelman Financial Engines 401(k) Plan lands in the large band (1,575 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943250323 · Edelman Financial Engines, LLC PY 2023 · 401(k)

Edelman Financial Engines 401(k) Plan · $432M · 1,575 · 97th

  • EOY $432M
  • EOY 1,575
  • EOY 97th
  • EOY 401(k)
  • EOY near Medical Solutions 401(k) Plan
  • EOY ind #8428

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 Finance & Insurance retirement plans → · Plans in California →

Edelman Financial Engines 401(k) Plan in the asset neighbourhood

Balfour Beatty Construction Group 401(k) and Profit Sharing PlanBalfour Beatty Construction …$432MEdelman Financial Engines 401(k) PlanEdelman Financial Engines 40…$432MMedical Solutions 401(k) Plan$432MPilgrim's Pride Retirement Savings PlanPilgrim's Pride Retirement S…$431MCboe Global Markets Smart PlanCboe Global Markets Smart Pl…$431M
End-of-year total assets ($M) among Edelman Financial Engines 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$349M
Net Assets (End of Year)$432M
Net Income$83M
Employer EIN943250323
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edelman Financial Engines, LLC)

Sponsor-wide plan assets over time

All Edelman Financial Engines, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$501M 43.6156959128205% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $349M $501M ▲ +43.6%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Edelman Financial Engines 401(k) Plan, Total assets ($B): 0.431630096 · Participants: 1575Edelman Financial Engines 401(k) 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
Edelman Financial Engines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Edelman Financial Engines 401(k) Plan side-by-side with 3 peers →

Edelman Financial Engines 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Medical Solutions 401(k) Plan in NE ($432M); by covered participants it is Samaritan's Purse 401(k) Retirement Plan in NC (1,575 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($432M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,575 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 Edelman Financial Engines 401(k) Plan assets move in 2023? ▼
Edelman Financial Engines 401(k) Plan grew sharply - up 23.8% during 2023, from $349M to $432M. Reported net income was $83M.
How have Edelman Financial Engines, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edelman Financial Engines, LLC's sponsor-wide assets grew 43.6%, from $349M to $501M.
Where does Edelman Financial Engines 401(k) Plan rank by assets among Form 5500 filers? ▼
Edelman Financial Engines 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Edelman Financial Engines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Solutions 401(k) Plan in NE ($432M, 17,095 participants).
Which 401(k) plans cover a similar participant headcount to Edelman Financial Engines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Samaritan's Purse 401(k) Retirement Plan in NC (1,575 participants, $154M 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 943250323.

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.