401(k) · DOL Form 5500 · 2023
Daniel J. Edelman Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $474M
- Total assets
- 3,537
- Participants
- 97th
- Percentile by assets
- $134,133
- Avg per participant
Official DOL plan name: Daniel J. Edelman Holdings, Inc. Profit Sharing Plan · Sponsored by Daniel J. Edelman Holdings, Inc. · Illinois · Professional & Technical Services
$474M in assets, 3,537 participants
Daniel J. Edelman Holdings, Inc.'s Daniel J. Edelman Holdings, Inc. Profit Sharing Plan reported $474M in total assets and 3,537 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)
- #19,944 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Daniel J. Edelman Holdings, Inc. Profit Sharing Plan covers 3,537 participants in Illinois, 4.5x the typical Illinois plan (state average ~779 per filing). Assets: $474M.
- $474M
- total plan assets (2023 EOY)
- 3,537
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $134,133
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Daniel J. Edelman Holdings, Inc. Profit Sharing Plan reported net income rose from -$58M in the plan year 2022 filing to $85M in the plan year 2023 filing.
- Daniel J. Edelman Holdings, Inc. Profit Sharing Plan end-of-year assets rose from $390M in the plan year 2022 filing to $474M in the plan year 2023 filing.
- Daniel J. Edelman Holdings, Inc. Profit Sharing Plan reported participants rose from 3,068 in the plan year 2022 filing to 3,537 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Daniel J. Edelman Holdings, Inc. Profit Sharing Plan reports 3,537 participants - 4.5x that state average ($474M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $390M |
|---|---|
| Net Assets (End of Year) | $474M |
| Net Income | $85M |
| Employer EIN | 800830746 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Daniel J. Edelman Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,068 | $390M |
| 2023 | 1 | 3,537 | $474M |
| 2024 | 1 | 3,203 | $544M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Daniel J. Edelman Holdings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Daniel J. Edelman Holdings, Inc. Profit Sharing Plan by total assets, not by location.
- Univision Savings Tax Advantage Retirement Plan (NJ) $475M · 3,810
- Stp Nuclear Operating Company Savings Plan (TX) $475M · 1,025
- Ou Health 401(k) Plan (OK) $475M · 8,170
- Successwise Pooled Employer Plan (NJ) $475M · 8,192
Frequently Asked Questions
How did Daniel J. Edelman Holdings, Inc. Profit Sharing Plan assets move in 2023? ▼
How have Daniel J. Edelman Holdings, Inc. plan assets changed over time? ▼
Where does Daniel J. Edelman Holdings, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Daniel J. Edelman Holdings, Inc. Profit Sharing Plan? ▼
Next read for Daniel J. Edelman Holdings, Inc. Profit …
Filing takeaways
Ways to act on Daniel J. Edelman Holdings, Inc. Profit Sharing Plan's numbers.
- By total assets, Daniel J. Edelman Holdings, Inc. Profit Sharing 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 Illinois. Compare plans
- Daniel J. Edelman Holdings, Inc.'s sponsor-wide assets have grown 39.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans