401(k) · DOL Form 5500 · 2023

Edgewood Retirement Community, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
253
Participants Below avg headcount
50th
Percentile by assets National rank
$26,300
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edgewood Senior Solutions Group 401(k) Plan · Sponsored by Edgewood Retirement Community, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 253 participants

Edgewood Retirement Community, Inc.'s Edgewood Senior Solutions Group 401(k) Plan reported $7M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,765 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Edgewood Senior Solutions Group 401(k) Plan covers 253 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#9,765
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY

Edgewood Senior Solutions Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Edgewood Senior Solutions Group 401(k) Plan vs every filed plan by assets

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

$6,654,021 Top 50% higher than 50% 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

Edgewood Senior Solutions Group 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. Edgewood Senior Solutions Group 401(k) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgewood Senior Solutions Group 401(k) Plan reported net income rose from -$488K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Edgewood Senior Solutions Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Edgewood Senior Solutions Group 401(k) Plan reported participants rose from 244 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043195775 · Edgewood Retirement Community, Inc. PY 2023 · 401(k)

Edgewood Senior Solutions Group 401(k) Plan · $7M · 253 · 50th

  • BOY $7M
  • SCH 253
  • EBSA 50th
  • PART 401(k)
  • TYPE near Woodson Wholesale, Inc.
  • NET ind #9765

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Edgewood Senior Solutions Group 401(k) Plan in the asset neighbourhood

Edgewood Senior Solutions Group 401(k) PlanEdgewood Senior Solutions Gr…$7MWoodson Wholesale, Inc.$7MPasadena Chamber of Commerece Member Retirement PlanPasadena Chamber of Commerec…$7MBeauty Industry Group 401(k) PlanBeauty Industry Group 401(k)…$7MTalbert Building Supply 401(k) Plan and TrustTalbert Building Supply 401(…$7M
End-of-year total assets ($M) among Edgewood Senior Solutions Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN043195775
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgewood Retirement Community, Inc.)

Sponsor-wide plan assets over time

All Edgewood Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.25904478061352% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.41M $8.07M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 244 $5M
2023 1 253 $7M
2024 1 257 $8M

Nearby 401(k) Plans in Massachusetts

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

Edgewood Senior Solutions Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Edgewood Senior Solutions Group 401(k) Plan, Total assets ($B): 0.006654021 · Participants: 253Edgewood Senior Solutions Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Edgewood Senior Solutions Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Edgewood Senior Solutions Group 401(k) Plan side-by-side with 3 peers →

Edgewood Senior Solutions Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Woodson Wholesale, Inc. in TX ($7M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Edgewood Senior Solutions Group 401(k) Plan assets move in 2023? ▼
Edgewood Senior Solutions Group 401(k) Plan grew sharply - up 23.1% during 2023, from $5M to $7M. Reported net income was $1M.
How have Edgewood Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgewood Retirement Community, Inc.'s sponsor-wide assets grew 49.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Edgewood Senior Solutions Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodson Wholesale, Inc. in TX ($7M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Edgewood Senior Solutions Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 043195775.

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.