401(k) · DOL Form 5500 · 2023

Thomas Edison Charter School 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
91
Participants Small participant base
54th
Percentile by assets National rank
$88,977
Avg per participant Below avg balance/head
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Official DOL plan name: Tecs 401(k) Profit Sharing Plan · Sponsored by Thomas Edison Charter School · Utah · Educational Services

$8M in assets, 91 participants

Thomas Edison Charter School's Tecs 401(k) Profit Sharing Plan reported $8M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,395 in Educational Services (3,735 peers)

Thomas Edison Charter School multi-year trail

Thomas Edison Charter School's plans moved +48.6% in assets from 2022 to 2024; this filing shows Tecs 401(k) Profit Sharing Plan at $8M / 91 participants.

#1,395
in Educational Services (3,735 peers)
+22.3%
assets growth YoY

Tecs 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Tecs 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,096,925 Top 46% higher than 54% 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

Tecs 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tecs 401(k) Profit Sharing Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tecs 401(k) Profit Sharing Plan reported net income rose from $781K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tecs 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Tecs 401(k) Profit Sharing Plan reported participants rose from 86 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870673250 · Thomas Edison Charter School PY 2023 · 401(k)

Tecs 401(k) Profit Sharing Plan · $8M · 91 · 54th

  • PHOTO $8M
  • PHOTO 91
  • PHOTO 54th
  • PHOTO 401(k)
  • PHOTO near Lithotype Company, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #1395

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 Educational Services retirement plans → · Plans in Utah →

Tecs 401(k) Profit Sharing Plan in the asset neighbourhood

Tecs 401(k) Profit Sharing PlanTecs 401(k) Profit Sharing P…$8MLithotype Company, Inc. 401(k) Profit Sharing PlanLithotype Company, Inc. 401(…$8MBando USA, Inc. 401(k) Plan$8MMackenzie-Childs 401(k) Plan$8MTulsa Medical Laboratory, LLC Profit Sharing PlanTulsa Medical Laboratory, LL…$8M
End-of-year total assets ($M) among Tecs 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Thomas Edison Charter School multi-year asset trail

Sponsor-wide plan assets over time

All Thomas Edison Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$10M 48.64085623686627% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.62M $9.84M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 86 $7M
2023 1 91 $8M
2024 1 91 $10M

Thomas Edison Charter School filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN870673250
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Tecs 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Tecs 401(k) Profit Sharing Plan, Total assets ($B): 0.008096925 · Participants: 91Tecs 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Tecs 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Tecs 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tecs 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Lithotype Company, Inc. 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Tecs 401(k) Profit Sharing Plan assets move in 2023? ▼
Tecs 401(k) Profit Sharing Plan grew sharply - up 22.3% during 2023, from $7M to $8M. Reported net income was $1M.
How have Thomas Edison Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Edison Charter School's sponsor-wide assets grew 48.6%, from $7M to $10M.
Which 401(k) plans are similar in size to Tecs 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lithotype Company, Inc. 401(k) Profit Sharing Plan in CA ($8M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Tecs 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 participants, N/A 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 870673250.

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.