401(k) · DOL Form 5500 · 2024

Edelman Financial Engines, LLC 401(k) Plan

Data updated 2026-08-25

$501M
Total assets Above avg plan size
1,532
Participants Near avg headcount
97th
Percentile by assets National rank
$326,718
Avg per participant High balance/head
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Official DOL plan name: Edelman Financial Engines 401(k) Plan · Sponsored by Edelman Financial Engines, LLC · California · Finance & Insurance

$501M in assets, 1,532 participants

Edelman Financial Engines, LLC's Edelman Financial Engines 401(k) Plan reported $501M in total assets and 1,532 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,124 in Finance & Insurance (8,549 peers)

Coverage in California

Edelman Financial Engines 401(k) Plan covers 1,532 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $501M.

#8,124
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY
5.0×
vs typical plan assets (national mean)

Edelman Financial Engines 401(k) Plan's outsized position by total assets

Edelman Financial Engines 401(k) Plan vs every filed plan by assets

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

$500,531,918 Top 3% higher than 97% 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

Edelman Financial Engines 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edelman Financial Engines 401(k) Plan lands in the large band (1,532 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edelman Financial Engines 401(k) Plan reported net income fell from $83M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Edelman Financial Engines 401(k) Plan end-of-year assets rose from $432M in the plan year 2023 filing to $501M in the plan year 2024 filing.
  • Edelman Financial Engines 401(k) Plan reported participants fell from 1,575 in the plan year 2023 filing to 1,532 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943250323 · Edelman Financial Engines, LLC PY 2024 · 401(k)

Edelman Financial Engines 401(k) Plan · $501M · 1,532 · 97th

  • IND $501M
  • IND 1,532
  • IND 97th
  • IND 401(k)
  • IND near The Carnival Corporation Fun Ship Savings Plan
  • IND ind #8124

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 California →

Edelman Financial Engines 401(k) Plan in the asset neighbourhood

The Carnival Corporation Fun Ship Savings PlanThe Carnival Corporation Fun…$501MEdelman Financial Engines 401(k) PlanEdelman Financial Engines 40…$501MCore & Main 401(k) Retirement PlanCore & Main 401(k) Retiremen…$500MLogan Health Retirement Savings PlanLogan Health Retirement Savi…$500MBcbsnd and Noridian Healthcare Solutions 401(k) PlanBcbsnd and Noridian Healthca…$500M
End-of-year total assets ($M) among Edelman Financial Engines 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$432M
Net Assets (End of Year)$501M
Net Income$69M
Employer EIN943250323
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edelman Financial Engines, LLC)

Sponsor-wide plan assets over time

All Edelman Financial Engines, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$501M 43.6156959128205% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $349M $501M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 1,443 $349M
2023 1 1,575 $432M
2024 1 1,532 $501M

Nearby 401(k) Plans in California

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

Edelman Financial Engines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Edelman Financial Engines 401(k) Plan, Total assets ($B): 0.500531918 · Participants: 1532Edelman Financial Engines 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Edelman Financial Engines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Edelman Financial Engines 401(k) Plan side-by-side with 3 peers →

Edelman Financial Engines 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Carnival Corporation Fun Ship Savings Plan in FL ($501M); by covered participants it is Brunswick Retirement Savings Plan in IL (1,532 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($501M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,532 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 Edelman Financial Engines 401(k) Plan assets move in 2024? ▼
Edelman Financial Engines 401(k) Plan grew sharply - up 16.0% during 2024, from $432M to $501M. Reported net income was $69M.
How have Edelman Financial Engines, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edelman Financial Engines, LLC's sponsor-wide assets grew 43.6%, from $349M to $501M.
Where does Edelman Financial Engines 401(k) Plan rank by assets among Form 5500 filers? ▼
Edelman Financial Engines 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Edelman Financial Engines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Carnival Corporation Fun Ship Savings Plan in FL ($501M, 3,566 participants).
Which 401(k) plans cover a similar participant headcount to Edelman Financial Engines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brunswick Retirement Savings Plan in IL (1,532 participants, $163M 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 943250323.

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.