401(k) · DOL Form 5500 · 2023
Edgewood Management Group, LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 2,968
- Participants Above avg headcount
- 81st
- Percentile by assets National rank
- $11,451
- Avg per participant Low balance/head
Official DOL plan name: Edgewood Management Group, LLC 401(k) Profit Sharing Plan · Sponsored by Edgewood Management Group, LLC · North Dakota · Healthcare & Social Assistance
$34M in assets, 2,968 participants
Edgewood Management Group, LLC's Edgewood Management Group, LLC 401(k) Profit Sharing Plan reported $34M in total assets and 2,968 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,817 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Dakota
Edgewood Management Group, LLC 401(k) Profit Sharing Plan covers 2,968 participants in North Dakota, 5.9x the typical North Dakota plan (state average ~504 per filing). Assets: $34M.
- #14,817
- in Healthcare & Social Assistance (17,684 peers)
- +24.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Edgewood Management Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Edgewood Management Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,985,104 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Edgewood Management Group, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgewood Management Group, LLC 401(k) Profit Sharing Plan lands in the large band (2,968 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edgewood Management Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Edgewood Management Group, LLC 401(k) Profit Sharing Plan reported participants rose from 2,302 in the plan year 2022 filing to 2,968 in the plan year 2023 filing.
- Edgewood Management Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 263415102 · Edgewood Management Group, LLC PY 2023 · 401(k)
Edgewood Management Group, LLC 401(k) Profit Sharing Plan · $34M · 2,968 · 81st
- ASSETS $34M
- PCT 2,968
- EIN 81st
- RANK 401(k)
- PHOTO near Purfoods, LLC Dba Mom's Meals 401(k) Plan
- IND ind #14817
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 North Dakota →
Edgewood Management Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
North Dakota filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $7M |
| Employer EIN | 263415102 |
| Plan Effective Date | 2007-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edgewood Management Group, LLC)
Sponsor-wide plan assets over time
All Edgewood Management Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 47.318377516397206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,302 | $27M |
| 2023 | 1 | 2,968 | $34M |
| 2024 | 1 | 1,774 | $40M |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.1B · 30,495
- Mdu Resources Group, Inc. 401(k) Retirement Plan $830M · 8,551
- Knife River Corporation 401(k) Retirement Plan $741M · 5,269
- Dakotas Areawide IBEW-NECA Savings and Retirement Plan $521M · 3,853
- Eide Bailly LLP 401(k) Profit Sharing Plan $513M · 2,920
Edgewood Management Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Purfoods, LLC Dba Mom's Meals 401(k) Plan in IA ($34M); by covered participants it is Traditions Health, LLC 401(k) Plan in TN (2,967 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Purfoods, LLC Dba Mom's Meals 401(k) Plan (IA) $34M · 2,193
- Lion Group, Inc. Profit Sharing Plan and Trust (OH) $34M · 948
- Imax Corporation 401(k) Retirement Plan (CA) $34M · 250
- Hlw International, LLP Savings and Investment Plan (NY) $34M · 240
Similar participant headcount
Nearest other-state filings by covered participants (2,968 participants); asset peers above are excluded.
- Traditions Health, LLC 401(k) Plan (TN) 2,967 · 1 off
- Holding Company of the Villages, Inc. Employees Savings Plan (FL) 2,967 · 1 off
- Qtc Management, Inc. Retirement Savings Plan (CA) 2,970 · 2 off
- Oneok, Inc. 401(k) Plan (OK) 2,965 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.