401(k) · DOL Form 5500 · 2023

Edgewater Automation, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
163
Participants Small participant base
59th
Percentile by assets National rank
$63,185
Avg per participant Low balance/head
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Official DOL plan name: Edgewater Automation 401(k) Plan · Sponsored by Edgewater Automation, LLC · Michigan · Manufacturing

$10M in assets, 163 participants

Edgewater Automation, LLC's Edgewater Automation 401(k) Plan reported $10M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,537 in Manufacturing (18,722 peers)

Coverage in Michigan

Edgewater Automation 401(k) Plan covers 163 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#8,537
in Manufacturing (18,722 peers)
+92.0%
assets growth YoY

Edgewater Automation 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Edgewater Automation 401(k) Plan vs every filed plan by assets

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

$10,299,141 Top 41% higher than 59% 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

Edgewater Automation 401(k) 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. Edgewater Automation 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgewater Automation 401(k) Plan reported net income rose from -$475K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Edgewater Automation 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Edgewater Automation 401(k) Plan reported participants rose from 151 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383575198 · Edgewater Automation, LLC PY 2023 · 401(k)

Edgewater Automation 401(k) Plan · $10M · 163 · 59th

  • EOY $10M
  • 5500 163
  • ASSETS 59th
  • PCT 401(k)
  • EIN near United Refining Company of PA Incentive Savings Plan
  • RANK ind #8537

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 Manufacturing retirement plans → · Plans in Michigan →

Edgewater Automation 401(k) Plan in the asset neighbourhood

Edgewater Automation 401(k) PlanEdgewater Automation 401(k) …$10MUnited Refining Company of PA Incentive Savings PlanUnited Refining Company of P…$10MEmployee Benefit Plan of Capitol County Children's CollaborativeEmployee Benefit Plan of Cap…$10MAmerican Security Products Company 401(k) PlanAmerican Security Products C…$10MH2o.Ai, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Edgewater Automation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN383575198
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgewater Automation, LLC)

Sponsor-wide plan assets over time

All Edgewater Automation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 172.8091694351664% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.36M $14.6M ▲ +172.9%
Year Plans Participants Total Assets
2022 1 151 $5M
2023 1 163 $10M
2024 1 269 $15M

Nearby 401(k) Plans in Michigan

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

Edgewater Automation 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Edgewater Automation 401(k) Plan, Total assets ($B): 0.010299141 · Participants: 163Edgewater Automation 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Edgewater Automation 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Edgewater Automation 401(k) Plan side-by-side with 3 peers →

Edgewater Automation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is United Refining Company of PA Incentive Savings Plan in PA ($10M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Edgewater Automation 401(k) Plan assets move in 2023? ▼
Edgewater Automation 401(k) Plan surged - up 92.0% during 2023, from $5M to $10M. Reported net income was $3M.
How have Edgewater Automation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgewater Automation, LLC's sponsor-wide assets grew 172.8%, from $5M to $15M.
Which 401(k) plans are similar in size to Edgewater Automation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Refining Company of PA Incentive Savings Plan in PA ($10M, 1,545 participants).
Which 401(k) plans cover a similar participant headcount to Edgewater Automation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 383575198.

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.