401(k) · DOL Form 5500 · 2023

Edpo, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
600
Participants Below avg headcount
77th
Percentile by assets National rank
$42,237
Avg per participant Low balance/head
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Official DOL plan name: Edpo, LLC Employees Savings Trust · Sponsored by Edpo, LLC · Illinois · Management of Enterprises

$25M in assets, 600 participants

Edpo, LLC's Edpo, LLC Employees Savings Trust reported $25M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #637 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Edpo, LLC Employees Savings Trust ranks #637 of 1,137 2023 filers by assets (1403% of the sector average)-$25M for 600 participants.

#637
in Management of Enterprises (1,137 peers)
+26.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Edpo, LLC Employees Savings Trust's outsized position by total assets

Edpo, LLC Employees Savings Trust vs every filed plan by assets

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

$25,342,262 Top 23% higher than 77% 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

Edpo, LLC Employees Savings Trust 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. Edpo, LLC Employees Savings Trust sits mid-pack in the medium band (600 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edpo, LLC Employees Savings Trust reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Edpo, LLC Employees Savings Trust end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Edpo, LLC Employees Savings Trust reported participants rose from 555 in the plan year 2022 filing to 600 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 451874001 · Edpo, LLC PY 2023 · 401(k)

Edpo, LLC Employees Savings Trust · $25M · 600 · 77th

  • PART $25M
  • TYPE 600
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Elemica, Inc. 401(k) Plan
  • BOY ind #637

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 Management of Enterprises retirement plans → · Plans in Illinois →

Edpo, LLC Employees Savings Trust in the asset neighbourhood

Edpo, LLC Employees Savings TrustEdpo, LLC Employees Savings …$25MElemica, Inc. 401(k) Plan$25MAmerican Society of Radiologic Technologists 401(k) Retirement PlanAmerican Society of Radiolog…$25MSmc3 401(k) Plan$25MWegmann Automotive USA Inc. Retirement and Savings PlanWegmann Automotive USA Inc. …$25M
End-of-year total assets ($M) among Edpo, LLC Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN451874001
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edpo, LLC)

Sponsor-wide plan assets over time

All Edpo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 51.14967594991848% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.1M $30.4M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 555 $20M
2023 1 600 $25M
2024 1 617 $30M

Nearby 401(k) Plans in Illinois

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

Edpo, LLC Employees Savings Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Edpo, LLC Employees Savings Trust, Total assets ($B): 0.025342262 · Participants: 600Edpo, LLC Employees Savings TrustAccenture 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
Edpo, LLC Employees Savings Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Edpo, LLC Employees Savings Trust side-by-side with 3 peers →

Edpo, LLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Elemica, Inc. 401(k) Plan in PA ($25M); by covered participants it is Michigan Chamber of Commerce 401(k) Plan in MI (600 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (600 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 Edpo, LLC Employees Savings Trust assets move in 2023? ▼
Edpo, LLC Employees Savings Trust grew sharply - up 26.1% during 2023, from $20M to $25M. Reported net income was $5M.
How have Edpo, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edpo, LLC's sponsor-wide assets grew 51.1%, from $20M to $30M.
Where does Edpo, LLC Employees Savings Trust rank by assets among Form 5500 filers? ▼
Edpo, LLC Employees Savings Trust ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Edpo, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Elemica, Inc. 401(k) Plan in PA ($25M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Edpo, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Michigan Chamber of Commerce 401(k) Plan in MI (600 participants, $31M 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 451874001.

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.