401(k) · DOL Form 5500 · 2023
Edelstein & Company, LLP 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $222,020
- Avg per participant Above avg balance/head
Official DOL plan name: Edelstein & Company Profit Sharing Plan · Sponsored by Edelstein & Company, LLP · Massachusetts · Professional & Technical Services
$32M in assets, 144 participants
Edelstein & Company, LLP's Edelstein & Company Profit Sharing Plan reported $32M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,393 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Edelstein & Company Profit Sharing Plan covers 144 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.
- #16,393
- in Professional & Technical Services (20,321 peers)
- +19.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Edelstein & Company Profit Sharing Plan's outsized position by total assets
Edelstein & Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,970,864 Top 20% higher than 80% 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
Edelstein & Company Profit Sharing 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. Edelstein & Company Profit Sharing Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edelstein & Company Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Edelstein & Company Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Edelstein & Company Profit Sharing Plan reported participants rose from 134 in the plan year 2022 filing to 144 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042442519 · Edelstein & Company, LLP PY 2023 · 401(k)
Edelstein & Company Profit Sharing Plan · $32M · 144 · 80th
- EOY $32M
- 5500 144
- ASSETS 80th
- PCT 401(k)
- EIN near Ypo, Inc. 401(k) Plan & Trust
- RANK ind #16393
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 Massachusetts →
Edelstein & Company Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 042442519 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edelstein & Company, LLP)
Sponsor-wide plan assets over time
All Edelstein & Company, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $27M |
| 2023 | 1 | 144 | $32M |
| 2024 | 1 | 136 | N/A |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Edelstein & Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ypo, Inc. 401(k) Plan & Trust in TX ($32M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Ypo, Inc. 401(k) Plan & Trust (TX) $32M · 270
- The Central Service Corporation Thrift Incentive Savings Plan (OK) $32M · 361
- Eqt Exeter Property Group, LLC 401(k) Plan (PA) $32M · 233
- Yipit, LLC 401(k) Plan (NY) $32M · 387
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Eagle Granite 401(k) Plan (GA) 144 · 0 off
- Potomac College LLC 401(k) Plan (DC) 144 · 0 off
- Anholt Technologies, Inc. 401(k) Salary Reduction Plan and Trust (PA) 144 · 0 off
- Dcs Contracting, Inc. 401(k) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.