401(k) · DOL Form 5500 · 2024
Edelstein & Company, LLP 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 136
- Participants Small participant base
Official DOL plan name: Edelstein & Company Profit Sharing Plan · Sponsored by Edelstein & Company, LLP · Massachusetts · Professional & Technical Services
N/A in assets, 136 participants
Edelstein & Company, LLP's Edelstein & Company Profit Sharing Plan reported N/A in total assets and 136 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Massachusetts
Edelstein & Company Profit Sharing Plan covers 136 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: N/A.
- -$32M
- reported net income
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Edelstein & Company Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edelstein & Company Profit Sharing Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Edelstein & Company Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$32M in the plan year 2024 filing.
- Edelstein & Company Profit Sharing Plan reported participants fell from 144 in the plan year 2023 filing to 136 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042442519 · Edelstein & Company, LLP PY 2024 · 401(k)
Edelstein & Company Profit Sharing Plan · N/A · 136
- EOY N/A
- 5500 136
- ASSETS PY 2024
- PCT 401(k)
- EIN near Assertio Therapeutics, Inc. 401(k) Retirement Plan
- RANK -$32M
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$32M |
| Employer EIN | 042442519 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edelstein & Company, LLP)
Sponsor-wide plan assets over time
All Edelstein & Company, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $27M |
| 2023 | 1 | 144 | $32M |
| 2024 | 1 | 136 | N/A |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Edelstein & Company Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Massachusetts, the nearest 401(k) by covered participants is Assertio Therapeutics, Inc. 401(k) Retirement Plan in IL (136 participants; this filing: 136 participants).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
- Plaza Associates, Inc. 401(k) Retirement Plan (NC) 136 · 0 off
- Instabase 401(k) Plan (CA) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.