401(k) · DOL Form 5500 · 2023

Edison Energy Group, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
172
Participants Small participant base
77th
Percentile by assets National rank
$149,778
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edison Energy Group 401(k) Savings Plan · Sponsored by Edison Energy Group, Inc. · California · Professional & Technical Services

$26M in assets, 172 participants

Edison Energy Group, Inc.'s Edison Energy Group 401(k) Savings Plan reported $26M in total assets and 172 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.

  • #15,702 in Professional & Technical Services (20,321 peers)

Coverage in California

Edison Energy Group 401(k) Savings Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $26M.

#15,702
in Professional & Technical Services (20,321 peers)
+24.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Edison Energy Group 401(k) Savings Plan's outsized position by total assets

Edison Energy Group 401(k) Savings Plan vs every filed plan by assets

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

$25,761,818 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

Edison Energy Group 401(k) Savings Plan 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. Edison Energy Group 401(k) Savings Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edison Energy Group 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Edison Energy Group 401(k) Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Edison Energy Group 401(k) Savings Plan reported participants rose from 163 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455489020 · Edison Energy Group, Inc. PY 2023 · 401(k)

Edison Energy Group 401(k) Savings Plan · $26M · 172 · 77th

  • PCT $26M
  • EIN 172
  • RANK 77th
  • PHOTO 401(k)
  • IND near Adams Funds Employee Thrift Plan
  • EOY ind #15702

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 →

Edison Energy Group 401(k) Savings Plan in the asset neighbourhood

Edison Energy Group 401(k) Savings PlanEdison Energy Group 401(k) S…$26MAdams Funds Employee Thrift PlanAdams Funds Employee Thrift …$26MAlvine and Associates, Inc. 401(k) Profit Sharing PlanAlvine and Associates, Inc. …$26MWargaming (USA), Inc. 401(k) Plan & TrustWargaming (USA), Inc. 401(k)…$26MSigma Design Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Edison Energy Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN455489020
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edison Energy Group, Inc.)

Sponsor-wide plan assets over time

All Edison Energy Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.657522536018156% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.7M $28.1M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 163 $21M
2023 1 172 $26M
2024 1 173 $28M

Nearby 401(k) Plans in California

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

Edison Energy Group 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Edison Energy Group 401(k) Savings Plan, Total assets ($B): 0.025761818 · Participants: 172Edison Energy Group 401(k) Savings PlanWells 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
Edison Energy Group 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Edison Energy Group 401(k) Savings Plan side-by-side with 3 peers →

Edison Energy Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Adams Funds Employee Thrift Plan in MD ($26M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Edison Energy Group 401(k) Savings Plan assets move in 2023? ▼
Edison Energy Group 401(k) Savings Plan grew sharply - up 24.4% during 2023, from $21M to $26M. Reported net income was $5M.
How have Edison Energy Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edison Energy Group, Inc.'s sponsor-wide assets grew 35.7%, from $21M to $28M.
Where does Edison Energy Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Edison Energy Group 401(k) Savings Plan 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 Edison Energy Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adams Funds Employee Thrift Plan in MD ($26M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Edison Energy Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 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 455489020.

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.