401(k) · DOL Form 5500 · 2023

Solomonedwardsgroup, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
484
Participants Below avg headcount
83rd
Percentile by assets National rank
$81,139
Avg per participant Below avg balance/head
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Official DOL plan name: Solomonedwardsgroup, LLC 401(k) Savings Plan · Sponsored by Solomonedwardsgroup, LLC · Pennsylvania · Administrative & Support Services

$39M in assets, 484 participants

Solomonedwardsgroup, LLC's Solomonedwardsgroup, LLC 401(k) Savings Plan reported $39M in total assets and 484 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,994 in Administrative & Support Services (4,372 peers)

Where Solomonedwardsgroup, LLC 401(k) Savings Plan sits by assets

Solomonedwardsgroup, LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $39M for 484 participants (~$81,139/participant), up 15.2% in 2023.

#3,994
in Administrative & Support Services (4,372 peers)
+15.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Solomonedwardsgroup, LLC 401(k) Savings Plan's outsized position by total assets

Solomonedwardsgroup, LLC 401(k) Savings Plan vs every filed plan by assets

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

$39,271,148 Top 17% higher than 83% 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

Solomonedwardsgroup, LLC 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. Solomonedwardsgroup, LLC 401(k) Savings Plan sits mid-pack in the medium band (484 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Solomonedwardsgroup, LLC 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Solomonedwardsgroup, LLC 401(k) Savings Plan reported participants fell from 595 in the plan year 2022 filing to 484 in the plan year 2023 filing.
  • Solomonedwardsgroup, LLC 401(k) Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 233010383 · Solomonedwardsgroup, LLC PY 2023 · 401(k)

Solomonedwardsgroup, LLC 401(k) Savings Plan · $39M · 484 · 83rd

  • EBSA $39M
  • PART 484
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Lomanco, Inc. 401(k) Employee Retirement Plan & Trust
  • VS-ST ind #3994

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

Solomonedwardsgroup, LLC 401(k) Savings Plan in the asset neighbourhood

Bbb Industries, LLC 401(k) Profit Sharing PlanBbb Industries, LLC 401(k) P…$39MSolomonedwardsgroup, LLC 401(k) Savings PlanSolomonedwardsgroup, LLC 401…$39MLomanco, Inc. 401(k) Employee Retirement Plan & TrustLomanco, Inc. 401(k) Employe…$39MOrenco Systems, Inc. Retirement PlanOrenco Systems, Inc. Retirem…$39MEvenflo Company, Inc. Savings Plus PlanEvenflo Company, Inc. Saving…$39M
End-of-year total assets ($M) among Solomonedwardsgroup, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN233010383
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solomonedwardsgroup, LLC)

Sponsor-wide plan assets over time

All Solomonedwardsgroup, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 12.79103196306467% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34.1M $38.4M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 595 $34M
2023 1 484 $39M
2024 1 401 $38M

Nearby 401(k) Plans in Pennsylvania

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

Solomonedwardsgroup, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Solomonedwardsgroup, LLC 401(k) Savings Plan, Total assets ($B): 0.039271148 · Participants: 484Solomonedwardsgroup, LLC 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Solomonedwardsgroup, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Solomonedwardsgroup, LLC 401(k) Savings Plan side-by-side with 3 peers →

Solomonedwardsgroup, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lomanco, Inc. 401(k) Employee Retirement Plan & Trust in AR ($39M); by covered participants it is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (484 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 Solomonedwardsgroup, LLC 401(k) Savings Plan assets move in 2023? ▼
Solomonedwardsgroup, LLC 401(k) Savings Plan grew sharply - up 15.2% during 2023, from $34M to $39M. Reported net income was $5M.
How have Solomonedwardsgroup, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solomonedwardsgroup, LLC's sponsor-wide assets grew 12.8%, from $34M to $38M.
Where does Solomonedwardsgroup, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Solomonedwardsgroup, LLC 401(k) Savings Plan ranks in the 83rd 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 Solomonedwardsgroup, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lomanco, Inc. 401(k) Employee Retirement Plan & Trust in AR ($39M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Solomonedwardsgroup, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants, $301M 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 233010383.

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.