Other · DOL Form 5500 · 2023
Edgewood Center for Children and Families Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $38,259
- Avg per participant Low balance/head
Official DOL plan name: Edgewood 403(b) Plan · Sponsored by Edgewood Center for Children and Families · California · Healthcare & Social Assistance
$11M in assets, 285 participants
Edgewood Center for Children and Families's Edgewood 403(b) Plan reported $11M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,668 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Edgewood 403(b) Plan covers 285 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $11M.
- #11,668
- in Healthcare & Social Assistance (17,684 peers)
- +25.2%
- assets growth YoY
Edgewood 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Edgewood 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,903,760 Top 40% higher than 60% 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 403(b) 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. Edgewood 403(b) Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edgewood 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Edgewood 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Edgewood 403(b) Plan reported participants fell from 293 in the plan year 2022 filing to 285 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 941186168 · Edgewood Center for Children and Families PY 2023 · Other
Edgewood 403(b) Plan · $11M · 285 · 60th
- VS-ST $11M
- VS-ST 285
- VS-ST 60th
- VS-ST Other
- VS-ST near Kenneth Young Center 403(b) Plan
- VS-ST ind #11668
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 California →
Edgewood 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 941186168 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edgewood Center for Children and Families)
Sponsor-wide plan assets over time
All Edgewood Center for Children and Families plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 24.760410887803523% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 310 | $16M |
| 2023 | 2 | 304 | $20M |
| 2024 | 2 | 317 | $12M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Edgewood 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Kenneth Young Center 403(b) Plan in IL ($11M); by covered participants it is 403(b) Thrift Plan of Epic in WA (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Epic (WA) 285 · 0 off
- Whedco 403(b) Retirement Plan (NY) 285 · 0 off
- Kelberman Center, Inc. 403(b) Plan (NY) 285 · 0 off
- Msn Air Service, Inc (NY) 285 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.