401(k) · DOL Form 5500 · 2023

Daniel J. Edelman Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$474M
Total assets Above avg plan size
3,537
Participants Above avg headcount
97th
Percentile by assets National rank
$134,133
Avg per participant Near avg balance/head
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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.

  • #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.

#19,944
in Professional & Technical Services (20,321 peers)
+21.8%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan's outsized position by total assets

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan vs every filed plan by assets

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

$474,427,894 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

Daniel J. Edelman Holdings, Inc. Profit Sharing 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. Daniel J. Edelman Holdings, Inc. Profit Sharing Plan lands in the large band (3,537 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800830746 · Daniel J. Edelman Holdings, Inc. PY 2023 · 401(k)

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan · $474M · 3,537 · 97th

  • EOY $474M
  • EOY 3,537
  • EOY 97th
  • EOY 401(k)
  • EOY near Univision Savings Tax Advantage Retirement Plan
  • EOY ind #19944

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 Illinois →

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan in the asset neighbourhood

Successwise Pooled Employer PlanSuccesswise Pooled Employer …$475MOu Health 401(k) Plan$475MStp Nuclear Operating Company Savings PlanStp Nuclear Operating Compan…$475MUnivision Savings Tax Advantage Retirement PlanUnivision Savings Tax Advant…$475MDaniel J. Edelman Holdings, Inc. Profit Sharing PlanDaniel J. Edelman Holdings, …$474M
End-of-year total assets ($M) among Daniel J. Edelman Holdings, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$390M
Net Assets (End of Year)$474M
Net Income$85M
Employer EIN800830746
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniel J. Edelman Holdings, Inc.)

Sponsor-wide plan assets over time

All Daniel J. Edelman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$544M 39.52136659143106% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $390M $544M ▲ +39.5%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Daniel J. Edelman Holdings, Inc. Profit Sharing Plan, Total assets ($B): 0.474427894 · Participants: 3537Daniel J. Edelman Holdings, Inc. Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Daniel J. Edelman Holdings, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Daniel J. Edelman Holdings, Inc. Profit Sharing Plan side-by-side with 3 peers →

Daniel J. Edelman Holdings, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Univision Savings Tax Advantage Retirement Plan in NJ ($475M); by covered participants it is Spire Employee Savings Plan in MO (3,537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($474M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,537 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 Daniel J. Edelman Holdings, Inc. Profit Sharing Plan assets move in 2023? ▼
Daniel J. Edelman Holdings, Inc. Profit Sharing Plan grew sharply - up 21.8% during 2023, from $390M to $474M. Reported net income was $85M.
How have Daniel J. Edelman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel J. Edelman Holdings, Inc.'s sponsor-wide assets grew 39.5%, from $390M to $544M.
Where does Daniel J. Edelman Holdings, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Daniel J. Edelman Holdings, Inc. Profit Sharing 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 Daniel J. Edelman Holdings, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Univision Savings Tax Advantage Retirement Plan in NJ ($475M, 3,810 participants).
Which 401(k) plans cover a similar participant headcount to Daniel J. Edelman Holdings, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spire Employee Savings Plan in MO (3,537 participants, $639M 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 800830746.

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.