401(k) · DOL Form 5500 · 2023

EDMENTUM 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
1,262
Participants Near avg headcount
91st
Percentile by assets National rank
$81,314
Avg per participant Below avg balance/head
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Official DOL plan name: Edmentum Savings and Retirement Plan · Sponsored by EDMENTUM · Minnesota · Educational Services

$103M in assets, 1,262 participants

EDMENTUM's Edmentum Savings and Retirement Plan reported $103M in total assets and 1,262 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.

  • #3,180 in Educational Services (3,735 peers)

Where Edmentum Savings and Retirement Plan sits by assets

Edmentum Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $103M for 1,262 participants (~$81,314/participant), up 20.3% in 2023.

#3,180
in Educational Services (3,735 peers)
+20.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Edmentum Savings and Retirement Plan's outsized position by total assets

Edmentum Savings and Retirement Plan vs every filed plan by assets

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

$102,617,976 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

Edmentum Savings and Retirement 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. Edmentum Savings and Retirement Plan lands in the large band (1,262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edmentum Savings and Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Edmentum Savings and Retirement Plan reported participants rose from 852 in the plan year 2022 filing to 1,262 in the plan year 2023 filing.
  • Edmentum Savings and Retirement Plan end-of-year assets rose from $85M in the plan year 2022 filing to $103M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411646390 · EDMENTUM PY 2023 · 401(k)

Edmentum Savings and Retirement Plan · $103M · 1,262 · 91st

  • ASSETS $103M
  • PCT 1,262
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs
  • IND ind #3180

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 Educational Services retirement plans → · Plans in Minnesota →

Edmentum Savings and Retirement Plan in the asset neighbourhood

Middlesex Corporation Retirement Savings PlanMiddlesex Corporation Retire…$103MPension Plan for the Local Union No. 131 International Brotherhood of Electrical WrkrsPension Plan for the Local U…$103MIsec, Inc. 401(k) Savings PlanIsec, Inc. 401(k) Savings Pl…$103MEdmentum Savings and Retirement PlanEdmentum Savings and Retirem…$103MPape-Dawson Consulting Engineers, LLC. Employee 401(k) PlanPape-Dawson Consulting Engin…$103M
End-of-year total assets ($M) among Edmentum Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$103M
Net Income$17M
Employer EIN411646390
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EDMENTUM)

Sponsor-wide plan assets over time

All EDMENTUM plans reported in each filing year

Latest sponsor-wide plan assets
$115M 35.28826374410943% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.3M $115M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 852 $85M
2023 1 1,262 $103M
2024 1 1,189 $115M

Nearby 401(k) Plans in Minnesota

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

Edmentum Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Edmentum Savings and Retirement Plan, Total assets ($B): 0.102617976 · Participants: 1262Edmentum Savings and Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Edmentum Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Edmentum Savings and Retirement Plan side-by-side with 3 peers →

Edmentum Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs in MI ($103M); by covered participants it is Wiese Profit Sharing and 401(k) Plan in MO (1,262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,262 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 Edmentum Savings and Retirement Plan assets move in 2023? ▼
Edmentum Savings and Retirement Plan grew sharply - up 20.3% during 2023, from $85M to $103M. Reported net income was $17M.
How have EDMENTUM plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EDMENTUM's sponsor-wide assets grew 35.3%, from $85M to $115M.
Where does Edmentum Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Edmentum Savings and Retirement 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 Edmentum Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs in MI ($103M, 975 participants).
Which 401(k) plans cover a similar participant headcount to Edmentum Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiese Profit Sharing and 401(k) Plan in MO (1,262 participants, $135M 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 411646390.

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.