401(k) · DOL Form 5500 · 2023

Edge Home Finance Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
615
Participants Below avg headcount
48th
Percentile by assets National rank
$9,944
Avg per participant Low balance/head
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Official DOL plan name: Edge Home Finance Corporation 401(k) Plan · Sponsored by Edge Home Finance Corporation · Minnesota · Finance & Insurance

$6M in assets, 615 participants

Edge Home Finance Corporation's Edge Home Finance Corporation 401(k) Plan reported $6M in total assets and 615 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,061 in Finance & Insurance (8,869 peers)

Edge Home Finance Corporation multi-year trail

Edge Home Finance Corporation's plans moved +87.6% in assets from 2022 to 2024; this filing shows Edge Home Finance Corporation 401(k) Plan at $6M / 615 participants.

#3,061
in Finance & Insurance (8,869 peers)
+38.7%
assets growth YoY

Edge Home Finance Corporation 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Edge Home Finance Corporation 401(k) Plan vs every filed plan by assets

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

$6,115,521 48th percentile higher than 48% 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

Edge Home Finance Corporation 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. Edge Home Finance Corporation 401(k) Plan sits mid-pack in the medium band (615 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edge Home Finance Corporation 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Edge Home Finance Corporation 401(k) Plan reported participants rose from 403 in the plan year 2022 filing to 615 in the plan year 2023 filing.
  • Edge Home Finance Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 453718999 · Edge Home Finance Corporation PY 2023 · 401(k)

Edge Home Finance Corporation 401(k) Plan · $6M · 615 · 48th

  • TYPE $6M
  • NET 615
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Hope Community Church of North Carolina, Inc. Retirement Plan
  • SCH ind #3061

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Edge Home Finance Corporation 401(k) Plan in the asset neighbourhood

Edge Home Finance Corporation 401(k) PlanEdge Home Finance Corporatio…$6MHope Community Church of North Carolina, Inc. Retirement PlanHope Community Church of Nor…$6MBurns & Scalo 401(k) Retirement PlanBurns & Scalo 401(k) Retirem…$6MEquator Coffees 401(k) Plan$6MUpside Connection 401(k) Plan$6M
End-of-year total assets ($M) among Edge Home Finance Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Edge Home Finance Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Edge Home Finance Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 87.58643259193339% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.41M $8.27M ▲ +87.5%
Year Plans Participants Total Assets
2022 1 403 $4M
2023 1 615 $6M
2024 1 1,280 $8M

Edge Home Finance Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN453718999
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Edge Home Finance Corporation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Edge Home Finance Corporation 401(k) Plan, Total assets ($B): 0.006115521 · Participants: 615Edge Home Finance Corporation 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Edge Home Finance Corporation 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Edge Home Finance Corporation 401(k) Plan side-by-side with 3 peers →

Edge Home Finance Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hope Community Church of North Carolina, Inc. Retirement Plan in NC ($6M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (615 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 Edge Home Finance Corporation 401(k) Plan assets move in 2023? ▼
Edge Home Finance Corporation 401(k) Plan surged - up 38.7% during 2023, from $4M to $6M. Reported net income was $2M.
How have Edge Home Finance Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edge Home Finance Corporation's sponsor-wide assets grew 87.6%, from $4M to $8M.
Which 401(k) plans are similar in size to Edge Home Finance Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hope Community Church of North Carolina, Inc. Retirement Plan in NC ($6M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Edge Home Finance Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants, $12M 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 453718999.

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.