401(k) · DOL Form 5500 · 2024

Margolis Edelstein 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
186
Participants Below avg headcount
86th
Percentile by assets National rank
$322,796
Avg per participant High balance/head
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Official DOL plan name: Margolis Edelstein 401(k) Profit Sharing Plan · Sponsored by Margolis Edelstein · Pennsylvania · Professional & Technical Services

$60M in assets, 186 participants

Margolis Edelstein's Margolis Edelstein 401(k) Profit Sharing Plan reported $60M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,549 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Margolis Edelstein 401(k) Profit Sharing Plan covers 186 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $60M.

#17,549
in Professional & Technical Services (20,173 peers)
+1.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Margolis Edelstein 401(k) Profit Sharing Plan's outsized position by total assets

Margolis Edelstein 401(k) Profit Sharing Plan vs every filed plan by assets

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

$60,040,010 Top 14% higher than 86% 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

Margolis Edelstein 401(k) Profit Sharing 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. Margolis Edelstein 401(k) Profit Sharing Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Margolis Edelstein 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $663K in the plan year 2024 filing.
  • Margolis Edelstein 401(k) Profit Sharing Plan reported participants rose from 170 in the plan year 2023 filing to 186 in the plan year 2024 filing.
  • Margolis Edelstein 401(k) Profit Sharing Plan end-of-year assets rose from $59M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232049922 · Margolis Edelstein PY 2024 · 401(k)

Margolis Edelstein 401(k) Profit Sharing Plan · $60M · 186 · 86th

  • 5500 $60M
  • ASSETS 186
  • PCT 86th
  • EIN 401(k)
  • RANK near Agi 401(k) Plan
  • PHOTO ind #17549

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 Pennsylvania →

Margolis Edelstein 401(k) Profit Sharing Plan in the asset neighbourhood

Beach Point Capital 401(k) PlanBeach Point Capital 401(k) P…$60MWestern Region Retirement Trust 401(k) and Regular Profit Sharing PlanWestern Region Retirement Tr…$60MMargolis Edelstein 401(k) Profit Sharing PlanMargolis Edelstein 401(k) Pr…$60MAgi 401(k) Plan$60MPiedmont Plastics 401(k) Profit Sharing PlanPiedmont Plastics 401(k) Pro…$60M
End-of-year total assets ($M) among Margolis Edelstein 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$60M
Net Income$663K
Employer EIN232049922
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margolis Edelstein)

Sponsor-wide plan assets over time

All Margolis Edelstein plans reported in each filing year

Latest sponsor-wide plan assets
$60M 9.045900833776006% vs 2022
2024 filing year
$54M$56M$58M$60M$62M 202220232024 $55.1M $60M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 159 $55M
2023 1 170 $59M
2024 1 186 $60M

Nearby 401(k) Plans in Pennsylvania

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

Margolis Edelstein 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Margolis Edelstein 401(k) Profit Sharing Plan, Total assets ($B): 0.06004001 · Participants: 186Margolis Edelstein 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Margolis Edelstein 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Margolis Edelstein 401(k) Profit Sharing Plan side-by-side with 3 peers →

Margolis Edelstein 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Agi 401(k) Plan in VA ($60M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Margolis Edelstein 401(k) Profit Sharing Plan assets move in 2024? ▼
Margolis Edelstein 401(k) Profit Sharing Plan edged up modestly - up 1.1% during 2024, from $59M to $60M. Reported net income was $663K.
How have Margolis Edelstein plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margolis Edelstein's sponsor-wide assets grew 9.0%, from $55M to $60M.
Where does Margolis Edelstein 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Margolis Edelstein 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Margolis Edelstein 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agi 401(k) Plan in VA ($60M, 1,043 participants).
Which 401(k) plans cover a similar participant headcount to Margolis Edelstein 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 232049922.

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.