401(k) · DOL Form 5500 · 2023
Edgewood Partners Insurance Center 401(k) Plan
Data updated 2026-08-25
- $461M
- Total assets Above avg plan size
- 2,834
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $162,770
- Avg per participant Above avg balance/head
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.
- #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.
- #8,446
- in Finance & Insurance (8,869 peers)
- +24.4%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Edgewood Partners Insurance Center Savings Investment Plan's outsized position 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
Edgewood Partners Insurance Center Savings Investment 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 Partners Insurance Center Savings Investment Plan lands in the large band (2,834 participants).
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.
Form 5500 schedule snapshot
Filing strip 943195221 · Edgewood Partners Insurance Center PY 2023 · 401(k)
Edgewood Partners Insurance Center Savings Investment Plan · $461M · 2,834 · 97th
- PCT $461M
- EIN 2,834
- RANK 97th
- PHOTO 401(k)
- IND near Ballard Spahr LLP 401(k) Plan for Partners & Employees
- EOY ind #8446
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 California →
Edgewood Partners Insurance Center Savings Investment Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Edgewood Partners Insurance Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $527M 42.13385908191717% vs 2022
- 2024 filing year
| 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.
- 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
Edgewood Partners Insurance Center Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ballard Spahr LLP 401(k) Plan for Partners & Employees in PA ($461M); by covered participants it is Employer Services Corporation's 401(k) Retirement Plan in NY (2,835 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($461M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,834 participants); asset peers above are excluded.
- Employer Services Corporation's 401(k) Retirement Plan (NY) 2,835 · 1 off
- Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan (AR) 2,832 · 2 off
- South Point Hotel and Casino 401(k) Plan (NV) 2,832 · 2 off
- Mbo Professional Services Inc. 401(k) Plan (VA) 2,836 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.