401(k) · DOL Form 5500 · 2024
Edgemere Consulting Corp 401(k) Plan
Data updated 2026-08-11
- $5M
- Total assets
- 7
- Participants
- 40th
- Percentile by assets
- $644,896
- Avg per participant
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.
- 40th percentile by assets (of 123,622 plans)
- #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.
- $5M
- total plan assets (2024 EOY)
- 7
- covered participants
- 40th
- percentile by assets (of 123,622 plans)
- $644,896
- avg assets per participant
Where Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Edgemere Consulting Corp across 3 plan years on file
Across the 3 plan years Edgemere Consulting Corp has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 17.1%, while reported participants moved from 7 to 7 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2023 ($4M).
Edgemere Consulting Corp multi-year asset trail
| 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 EIN | 043301218 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust by total assets, not by location.
- Flagler Dental Associates 401(k) Plan (FL) $5M · 51
- Wilshire Law Firm 401(k) Plan (CA) $5M · 464
- Reliant at Home Midco LLC (TX) $5M · 176
- Wincrest Ventures 401(k) and Profit Sharing Plan (TX) $5M · 9
Frequently Asked Questions
How did Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
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Multi-year trail
Ways to act on Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust's numbers.
- By total assets, Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Edgemere Consulting Corp's sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans