401(k) · DOL Form 5500 · 2023

The Edgecumbe Law Firm 401(k) Plan

Data updated 2026-08-25

$740K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$369,812
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edgelaw 401(k) Profit Sharing Trust · Sponsored by The Edgecumbe Law Firm · California · Professional & Technical Services

$740K in assets, 2 participants

The Edgecumbe Law Firm's Edgelaw 401(k) Profit Sharing Trust reported $740K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,290 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Edgelaw 401(k) Profit Sharing Trust holds $740K for 2 participants - about $369,812 per participant, among the smaller plans by assets on file.

#3,290
in Professional & Technical Services (20,321 peers)
+0.8%
assets growth YoY

Edgelaw 401(k) Profit Sharing Trust among the smaller filed plans by assets

Edgelaw 401(k) Profit Sharing Trust vs every filed plan by assets

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

$739,623 21st percentile higher than 21% 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

Edgelaw 401(k) Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgelaw 401(k) Profit Sharing Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgelaw 401(k) Profit Sharing Trust reported net income fell from $59K in the plan year 2022 filing to $6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330101739 · The Edgecumbe Law Firm PY 2023 · 401(k)

Edgelaw 401(k) Profit Sharing Trust · $740K · 2 · 21st

  • IND $740K
  • EOY 2
  • 5500 21st
  • ASSETS 401(k)
  • PCT near J. Bragg Consulting, Inc. 401(k) Plan
  • EIN ind #3290

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 California →

Edgelaw 401(k) Profit Sharing Trust in the asset neighbourhood

Edgelaw 401(k) Profit Sharing TrustEdgelaw 401(k) Profit Sharin…$740KJ. Bragg Consulting, Inc. 401(k) PlanJ. Bragg Consulting, Inc. 40…$740KCardinal Senior Management 401(k) PlanCardinal Senior Management 4…$740KSilverback Brewing Company 401(k) PlanSilverback Brewing Company 4…$739KLighthouse Systems Retirement and Savings PlanLighthouse Systems Retiremen…$739K
End-of-year total assets ($M) among Edgelaw 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$734K
Net Assets (End of Year)$740K
Net Income$6K
Employer EIN330101739
Plan Effective Date2003-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Edgecumbe Law Firm)

Sponsor-wide plan assets over time

All The Edgecumbe Law Firm plans reported in each filing year

Latest sponsor-wide plan assets
$740K 0.7748632033310806% vs 2022
2023 filing year
$0.73M$0.73M$0.74M$0.74M$0.75M 20222023 $0.73M $0.74M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 2 $734K
2023 1 2 $740K

Nearby 401(k) Plans in California

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

Edgelaw 401(k) Profit Sharing Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Edgelaw 401(k) Profit Sharing Trust, Total assets ($B): 0.000739623 · Participants: 2Edgelaw 401(k) Profit Sharing TrustWells 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
Edgelaw 401(k) Profit Sharing Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Edgelaw 401(k) Profit Sharing Trust side-by-side with 3 peers →

Edgelaw 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is J. Bragg Consulting, Inc. 401(k) Plan in SC ($740K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($740K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Edgelaw 401(k) Profit Sharing Trust assets move in 2023? ▼
Edgelaw 401(k) Profit Sharing Trust held essentially flat - up 0.8% during 2023, from $734K to $740K. Reported net income was $6K.
How have The Edgecumbe Law Firm plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Edgecumbe Law Firm's sponsor-wide assets grew 0.8%, from $734K to $740K.
Where does Edgelaw 401(k) Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Edgelaw 401(k) Profit Sharing Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Edgelaw 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is J. Bragg Consulting, Inc. 401(k) Plan in SC ($740K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Edgelaw 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 330101739.

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.