Other · DOL Form 5500 · 2024
Edith Wharton Restoration, Inc. Retirement Plan
Data updated 2026-08-25
- $509K
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $23,128
- Avg per participant Low balance/head
Official DOL plan name: Edith Wharton Restoration Defined Contribution Retirement Plan · Sponsored by Edith Wharton Restoration, Inc. · Massachusetts · Educational Services
$509K in assets, 22 participants
Edith Wharton Restoration, Inc.'s Edith Wharton Restoration Defined Contribution Retirement Plan reported $509K in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #432 in Educational Services (3,638 peers)
Edith Wharton Restoration, Inc. multi-year trail
Edith Wharton Restoration, Inc.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows Edith Wharton Restoration Defined Contribution Retirement Plan at $509K / 22 participants.
- #432
- in Educational Services (3,638 peers)
- +7.0%
- assets growth YoY
Edith Wharton Restoration Defined Contribution Retirement Plan among the smaller filed plans by assets
Edith Wharton Restoration Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$508,823 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Edith Wharton Restoration Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edith Wharton Restoration Defined Contribution Retirement Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Edith Wharton Restoration Defined Contribution Retirement Plan reported net income fell from $78K in the plan year 2023 filing to $33K in the plan year 2024 filing.
- Edith Wharton Restoration Defined Contribution Retirement Plan end-of-year assets rose from $475K in the plan year 2023 filing to $509K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042666846 · Edith Wharton Restoration, Inc. PY 2024 · Other
Edith Wharton Restoration Defined Contribution Retirement Plan · $509K · 22 · 18th
- ASSETS $509K
- PCT 22
- EIN 18th
- RANK Other
- PHOTO near James R Decker Dmd Profit Sharing Plan
- IND ind #432
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 Massachusetts →
Edith Wharton Restoration Defined Contribution Retirement Plan in the asset neighbourhood
Edith Wharton Restoration, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Edith Wharton Restoration, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $882K 36.3765538994372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 37 | $647K |
| 2023 | 2 | 42 | $782K |
| 2024 | 2 | 41 | $882K |
Edith Wharton Restoration, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $475K |
|---|---|
| Net Assets (End of Year) | $509K |
| Net Income | $33K |
| Employer EIN | 042666846 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Edith Wharton Restoration Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is James R Decker Dmd Profit Sharing Plan in SC ($509K); by covered participants it is Tax Deferred Annuity Plan of Literacy West Ny, Inc. in NY (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($509K here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Tax Deferred Annuity Plan of Literacy West Ny, Inc. (NY) 22 · 0 off
- George Lucas Educational Foundation 403(b)(7) (CA) 22 · 0 off
- Reach for Resources, Inc. (MN) 22 · 0 off
- Northeast Youth & Family Services 401(k) Plan (MN) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.