401(k) · DOL Form 5500 · 2024

Edmunds Private Capital LLC 401(k) Plan

Data updated 2026-08-25

$618K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$154,443
Avg per participant Above avg balance/head
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Official DOL plan name: Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Edmunds Private Capital LLC · Virginia · Finance & Insurance

$618K in assets, 4 participants

Edmunds Private Capital LLC's Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust reported $618K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #901 in Finance & Insurance (8,549 peers)

Edmunds Private Capital LLC multi-year trail

Edmunds Private Capital LLC's plans moved +106.2% in assets from 2022 to 2024; this filing shows Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust at $618K / 4 participants.

#901
in Finance & Insurance (8,549 peers)
+36.1%
assets growth YoY

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$617,770 19th percentile higher than 19% 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

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $454K in the plan year 2023 filing to $618K in the plan year 2024 filing.
  • Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $155K in the plan year 2023 filing to $164K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 474550532 · Edmunds Private Capital LLC PY 2024 · 401(k)

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust · $618K · 4 · 19th

  • PHOTO $618K
  • IND 4
  • EOY 19th
  • 5500 401(k)
  • ASSETS near Tlg Enterprises, Inc. Pension Transfer Trust Plan
  • PCT ind #901

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 Finance & Insurance retirement plans → · Plans in Virginia →

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & TrustEdmunds Private Capital LLC …$618KTlg Enterprises, Inc. Pension Transfer Trust PlanTlg Enterprises, Inc. Pensio…$618KGpa Enterprises, Inc. 401(k) Profit Sharing PlanGpa Enterprises, Inc. 401(k)…$618KLcs Heating & Air 401(k) Plan$618KCuplin & Associates Land Surve 401(k) Profit Sharing Plan & TrustCuplin & Associates Land Sur…$618K
End-of-year total assets ($M) among Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Edmunds Private Capital LLC multi-year asset trail

Sponsor-wide plan assets over time

All Edmunds Private Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$618K 106.2264862681475% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.3M $0.62M ▲ +106.7%
Year Plans Participants Total Assets
2022 1 3 $300K
2023 1 3 $454K
2024 1 4 $618K

Edmunds Private Capital LLC filing trail (2024)

Total Assets (Beginning of Year)$454K
Net Assets (End of Year)$618K
Net Income$164K
Employer EIN474550532
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00061777 · Participants: 4Edmunds Private Capital LLC 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Tlg Enterprises, Inc. Pension Transfer Trust Plan in CA ($618K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust assets move in 2024?
Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust surged - up 36.1% during 2024, from $454K to $618K. Reported net income was $164K.
How have Edmunds Private Capital LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Edmunds Private Capital LLC's sponsor-wide assets grew 106.2%, from $300K to $618K.
Where does Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust ranks in the 19th 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 401(k) plans are similar in size to Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Tlg Enterprises, Inc. Pension Transfer Trust Plan in CA ($618K, 20 participants).
Which 401(k) plans cover a similar participant headcount to Edmunds Private Capital LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).