Other · DOL Form 5500 · 2024

Edith Wharton Restoration, Inc. Retirement Plan

Data updated 2026-08-25

$373K
Total assets Small plan by assets
19
Participants Small participant base
15th
Percentile by assets National rank
$19,642
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edith Wharton Restoration Tax Deferred Annuity Plan · Sponsored by Edith Wharton Restoration, Inc. · Massachusetts · Educational Services

$373K in assets, 19 participants

Edith Wharton Restoration, Inc.'s Edith Wharton Restoration Tax Deferred Annuity Plan reported $373K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #381 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 Tax Deferred Annuity Plan at $373K / 19 participants.

#381
in Educational Services (3,638 peers)
+21.7%
assets growth YoY

Edith Wharton Restoration Tax Deferred Annuity Plan among the smaller filed plans by assets

Edith Wharton Restoration Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$373,206 15th percentile higher than 15% of 123,620 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 2024

Edith Wharton Restoration Tax Deferred Annuity 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 Tax Deferred Annuity Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edith Wharton Restoration Tax Deferred Annuity Plan end-of-year assets rose from $307K in the plan year 2023 filing to $373K in the plan year 2024 filing.
  • Edith Wharton Restoration Tax Deferred Annuity Plan reported net income rose from $58K in the plan year 2023 filing to $67K in the plan year 2024 filing.
  • Edith Wharton Restoration Tax Deferred Annuity Plan reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042666846 · Edith Wharton Restoration, Inc. PY 2024 · Other

Edith Wharton Restoration Tax Deferred Annuity Plan · $373K · 19 · 15th

  • EOY $373K
  • EOY 19
  • EOY 15th
  • EOY Other
  • EOY near Sbk Timbers Two Retirement Plan
  • EOY ind #381

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 Tax Deferred Annuity Plan in the asset neighbourhood

Edith Wharton Restoration Tax Deferred Annuity PlanEdith Wharton Restoration Ta…$373KSbk Timbers Two Retirement PlanSbk Timbers Two Retirement P…$374KTadalyssa, Inc. Retirement PlanTadalyssa, Inc. Retirement P…$372KDominic J. Medinger, Dds, Inc. 401(k) PlanDominic J. Medinger, Dds, In…$370KPreferred Behavioral Health of Nj, Inc. ERISA 403(b) PlanPreferred Behavioral Health …$370K
End-of-year total assets ($M) among Edith Wharton Restoration Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.65M $0.88M ▲ +35.4%
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)$307K
Net Assets (End of Year)$373K
Net Income$67K
Employer EIN042666846
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Edith Wharton Restoration Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Edith Wharton Restoration Tax Deferred Annuity Plan, Total assets ($B): 0.000373206 · Participants: 19Edith Wharton Restoration Tax Deferred Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Edith Wharton Restoration Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Edith Wharton Restoration Tax Deferred Annuity Plan side-by-side with 3 peers →

Edith Wharton Restoration Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Sbk Timbers Two Retirement Plan in MO ($374K); by covered participants it is Florida Education Fund in FL (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edith Wharton Restoration Tax Deferred Annuity Plan assets move in 2024? ▼
Edith Wharton Restoration Tax Deferred Annuity Plan grew sharply - up 21.7% during 2024, from $307K to $373K. Reported net income was $67K.
How have Edith Wharton Restoration, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edith Wharton Restoration, Inc.'s sponsor-wide assets grew 36.4%, from $647K to $882K.
Where does Edith Wharton Restoration Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Edith Wharton Restoration Tax Deferred Annuity Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Edith Wharton Restoration Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Sbk Timbers Two Retirement Plan in MO ($374K, 1 participant).
Which Other plans cover a similar participant headcount to Edith Wharton Restoration Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Florida Education Fund in FL (19 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042666846.

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.