401(k) · DOL Form 5500 · 2023

Edison Electric Institute 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
160
Participants Small participant base
91st
Percentile by assets National rank
$613,223
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edison Electric Institute Cooperative Savings Plan · Sponsored by Edison Electric Institute · District of Columbia · Other Services

$98M in assets, 160 participants

Edison Electric Institute's Edison Electric Institute Cooperative Savings Plan reported $98M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,602 in Other Services (7,857 peers)

Coverage in District of Columbia

Edison Electric Institute Cooperative Savings Plan covers 160 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $98M.

#7,602
in Other Services (7,857 peers)
+15.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Edison Electric Institute Cooperative Savings Plan's outsized position by total assets

Edison Electric Institute Cooperative Savings Plan vs every filed plan by assets

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

$98,115,654 Top 9% higher than 91% 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

Edison Electric Institute Cooperative Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edison Electric Institute Cooperative Savings Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edison Electric Institute Cooperative Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Edison Electric Institute Cooperative Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 130659550 · Edison Electric Institute PY 2023 · 401(k)

Edison Electric Institute Cooperative Savings Plan · $98M · 160 · 91st

  • SCH $98M
  • SCH 160
  • SCH 91st
  • SCH 401(k)
  • SCH near Latitude Ai LLC 401(k) Plan
  • SCH ind #7602

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 Other Services retirement plans → · Plans in District of Columbia →

Edison Electric Institute Cooperative Savings Plan in the asset neighbourhood

Sunnen Employees' Retirement PlanSunnen Employees' Retirement…$98MFred Beans Automotive Group 401(k) PlanFred Beans Automotive Group …$98MEdison Electric Institute Cooperative Savings PlanEdison Electric Institute Co…$98MLatitude Ai LLC 401(k) Plan$98MAldridge Group, LLC 401(k) Retirement PlanAldridge Group, LLC 401(k) R…$98M
End-of-year total assets ($M) among Edison Electric Institute Cooperative Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$98M
Net Income$13M
Employer EIN130659550
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edison Electric Institute)

Sponsor-wide plan assets over time

All Edison Electric Institute plans reported in each filing year

Latest sponsor-wide plan assets
$232M 12.27998593442689% vs 2022
2024 filing year
$200M$210M$220M$230M$240M 202220232024 $207M $232M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 217 $207M
2023 2 212 $228M
2024 2 210 $232M

Nearby 401(k) Plans in District of Columbia

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

Edison Electric Institute Cooperative Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Edison Electric Institute Cooperative Savings Plan, Total assets ($B): 0.098115654 · Participants: 160Edison Electric Institute Cooperative Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Edison Electric Institute Cooperative Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Edison Electric Institute Cooperative Savings Plan side-by-side with 3 peers →

Edison Electric Institute Cooperative Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Latitude Ai LLC 401(k) Plan in PA ($98M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Edison Electric Institute Cooperative Savings Plan assets move in 2023? ▼
Edison Electric Institute Cooperative Savings Plan grew sharply - up 15.4% during 2023, from $85M to $98M. Reported net income was $13M.
How have Edison Electric Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edison Electric Institute's sponsor-wide assets grew 12.3%, from $207M to $232M.
Where does Edison Electric Institute Cooperative Savings Plan rank by assets among Form 5500 filers? ▼
Edison Electric Institute Cooperative Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Edison Electric Institute Cooperative Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Latitude Ai LLC 401(k) Plan in PA ($98M, 709 participants).
Which 401(k) plans cover a similar participant headcount to Edison Electric Institute Cooperative Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 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 130659550.

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.