401(k) · DOL Form 5500 · 2024

Edgemere Consulting Corp 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$644,896
Avg per participant High balance/head
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Official DOL plan name: Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Edgemere Consulting Corp · North Carolina · Professional & Technical Services

$5M in assets, 7 participants

Edgemere Consulting Corp's Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,579 in Professional & Technical Services (20,173 peers)

Edgemere Consulting Corp multi-year trail

Edgemere Consulting Corp's plans moved +17.1% in assets from 2022 to 2024; this filing shows Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust at $5M / 7 participants.

#7,579
in Professional & Technical Services (20,173 peers)
+24.8%
assets growth YoY

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,514,269 40th percentile higher than 40% 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

Edgemere Consulting Corp 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. Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust reported net income rose from -$239K in the plan year 2023 filing to $897K in the plan year 2024 filing.
  • Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043301218 · Edgemere Consulting Corp PY 2024 · 401(k)

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust · $5M · 7 · 40th

  • PHOTO $5M
  • PHOTO 7
  • PHOTO 40th
  • PHOTO 401(k)
  • PHOTO near Flagler Dental Associates 401(k) Plan
  • PHOTO ind #7579

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 North Carolina →

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Edgemere Consulting Corp 401(k) Profit Sharing Plan & TrustEdgemere Consulting Corp 401…$5MFlagler Dental Associates 401(k) PlanFlagler Dental Associates 40…$5MWilshire Law Firm 401(k) Plan$5MReliant at Home Midco LLC$5MWincrest Ventures 401(k) and Profit Sharing PlanWincrest Ventures 401(k) and…$5M
End-of-year total assets ($M) among Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Edgemere Consulting Corp multi-year asset trail

Sponsor-wide plan assets over time

All Edgemere Consulting Corp plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.076999604752512% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.86M $4.51M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 8 $4M
2024 1 7 $5M

Edgemere Consulting Corp filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$897K
Employer EIN043301218
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004514269 · Participants: 7Edgemere Consulting Corp 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Flagler Dental Associates 401(k) Plan in FL ($5M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust grew sharply - up 24.8% during 2024, from $4M to $5M. Reported net income was $897K.
How have Edgemere Consulting Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgemere Consulting Corp's sponsor-wide assets grew 17.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Flagler Dental Associates 401(k) Plan in FL ($5M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 043301218.

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.