401(k) · DOL Form 5500 · 2023
Edgewood Partners Insurance Center 401(k) Plan
Data updated 2026-08-11
- $461M
- Total assets
- 2,834
- Participants
- 97th
- Percentile by assets
- $162,770
- Avg per participant
Official DOL plan name: Edgewood Partners Insurance Center Savings Investment Plan · Sponsored by Edgewood Partners Insurance Center · California · Finance & Insurance
$461M in assets, 2,834 participants
Edgewood Partners Insurance Center's Edgewood Partners Insurance Center Savings Investment Plan reported $461M in total assets and 2,834 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #8,446 in Finance & Insurance (8,869 peers)
Coverage in California
Edgewood Partners Insurance Center Savings Investment Plan covers 2,834 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $461M.
- $461M
- total plan assets (2023 EOY)
- 2,834
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $162,770
- avg assets per participant
Where Edgewood Partners Insurance Center Savings Investment Plan sits by total assets
Edgewood Partners Insurance Center Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$461,288,868 Top 3% higher than 97% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edgewood Partners Insurance Center Savings Investment Plan reported net income rose from -$71M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Edgewood Partners Insurance Center Savings Investment Plan end-of-year assets rose from $371M in the plan year 2022 filing to $461M in the plan year 2023 filing.
- Edgewood Partners Insurance Center Savings Investment Plan reported participants rose from 2,493 in the plan year 2022 filing to 2,834 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Edgewood Partners Insurance Center Savings Investment Plan reports 2,834 participants - 4.5x that state average ($461M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $371M |
|---|---|
| Net Assets (End of Year) | $461M |
| Net Income | $76M |
| Employer EIN | 943195221 |
| Plan Effective Date | 2001-12-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edgewood Partners Insurance Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,493 | $371M |
| 2023 | 1 | 2,834 | $461M |
| 2024 | 1 | 3,010 | $527M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Edgewood Partners Insurance Center Savings Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Edgewood Partners Insurance Center Savings Investment Plan by total assets, not by location.
- Ballard Spahr LLP 401(k) Plan for Partners & Employees (PA) $461M · 841
- F.N.B. Corporation Progress Savings 401(k) Plan (PA) $461M · 4,187
- Ams Osram Savings Plan (NH) $462M · 977
- Jeld-Wen 401(k) Retirement Savings Plan (NC) $462M · 10,576
Frequently Asked Questions
How did Edgewood Partners Insurance Center Savings Investment Plan assets move in 2023? ▼
How have Edgewood Partners Insurance Center plan assets changed over time? ▼
Where does Edgewood Partners Insurance Center Savings Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Edgewood Partners Insurance Center Savings Investment Plan? ▼
Next read for Edgewood Partners Insurance Center Savin…
Filing takeaways
Ways to act on Edgewood Partners Insurance Center Savings Investment Plan's numbers.
- By total assets, Edgewood Partners Insurance Center Savings Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Edgewood Partners Insurance Center's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Finance & Insurance plans