Other · DOL Form 5500 · 2024
Edgewood Center for Children and Families Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 301
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $40,989
- Avg per participant Low balance/head
Official DOL plan name: Edgewood 403(b) Plan · Sponsored by Edgewood Center for Children and Families · California · Healthcare & Social Assistance
$12M in assets, 301 participants
Edgewood Center for Children and Families's Edgewood 403(b) Plan reported $12M in total assets and 301 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,100 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Edgewood 403(b) Plan covers 301 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $12M.
- #11,100
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
Edgewood 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Edgewood 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,337,608 Top 40% higher than 60% 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
Edgewood 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgewood 403(b) Plan sits mid-pack in the medium band (301 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Edgewood 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Edgewood 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Edgewood 403(b) Plan reported participants rose from 285 in the plan year 2023 filing to 301 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941186168 · Edgewood Center for Children and Families PY 2024 · Other
Edgewood 403(b) Plan · $12M · 301 · 60th
- PHOTO $12M
- PHOTO 301
- PHOTO 60th
- PHOTO Other
- PHOTO near Santa Fe Institute 403(b) Retirement Plan
- PHOTO ind #11100
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Edgewood 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 941186168 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edgewood Center for Children and Families)
Sponsor-wide plan assets over time
All Edgewood Center for Children and Families plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 24.760410887803523% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 310 | $16M |
| 2023 | 2 | 304 | $20M |
| 2024 | 2 | 317 | $12M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Edgewood 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Santa Fe Institute 403(b) Retirement Plan in NM ($12M); by covered participants it is Marshall Browning Hospital Association Tax Deferred Annuity Plan in IL (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Santa Fe Institute 403(b) Retirement Plan (NM) $12M · 70
- Memorial Hospital Employee's Tax Deferred Annuity Plan (IL) $12M · 345
- Kenneth Young Center 403(b) Plan (IL) $12M · 350
- The Key Program, Inc. 403(b) Plan (MA) $12M · 374
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Marshall Browning Hospital Association Tax Deferred Annuity Plan (IL) 301 · 0 off
- United Nations Foundation, Inc. 403(b) DC Plan (DC) 301 · 0 off
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan (TX) 301 · 0 off
- 403(b) Thrift Plan of Pancare of Florida, Inc. (FL) 302 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.