401(k) · DOL Form 5500 · 2024
Edgewood Partners Insurance Center 401(k) Plan
Data updated 2026-08-11
- $527M
- Total assets
- 3,010
- Participants
- 97th
- Percentile by assets
- $175,149
- Avg per participant
Official DOL plan name: Edgewood Partners Insurance Center Savings Investment Plan · Sponsored by Edgewood Partners Insurance Center · New York · Finance & Insurance
$527M in assets, 3,010 participants
Edgewood Partners Insurance Center's Edgewood Partners Insurance Center Savings Investment Plan reported $527M in total assets and 3,010 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.
- 97th percentile by assets (of 123,622 plans)
- #8,146 in Finance & Insurance (8,549 peers)
Coverage in New York
Edgewood Partners Insurance Center Savings Investment Plan covers 3,010 participants in New York, 3.8x the typical New York plan (state average ~798 per filing). Assets: $527M.
- $527M
- total plan assets (2024 EOY)
- 3,010
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $175,149
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Edgewood Partners Insurance Center Savings Investment Plan end-of-year assets rose from $461M in the plan year 2023 filing to $527M in the plan year 2024 filing.
- Edgewood Partners Insurance Center Savings Investment Plan reported net income fell from $76M in the plan year 2023 filing to $66M in the plan year 2024 filing.
- Edgewood Partners Insurance Center Savings Investment Plan reported participants rose from 2,834 in the plan year 2023 filing to 3,010 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Edgewood Partners Insurance Center Savings Investment Plan reports 3,010 participants - 3.8x that state average ($527M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $461M |
|---|---|
| Net Assets (End of Year) | $527M |
| Net Income | $66M |
| Employer EIN | 943195221 |
| Plan Effective Date | 2001-12-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edgewood Partners Insurance Center)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,493 | $371M |
| 2023 | 1 | 2,834 | $461M |
| 2024 | 1 | 3,010 | $527M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Edgewood Partners Insurance Center Savings Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Edgewood Partners Insurance Center Savings Investment Plan by total assets, not by location.
- Hexcel Corporation 401(k) Retirement Savings Plan (CT) $527M · 2,694
- Northstar Anesthesia 401(k) Plan (TX) $527M · 2,515
- Schindler Elevator Corporation Savings and Investment Plan (NJ) $528M · 2,253
- Ashley Furniture Industries, LLC Profit Sharing 401(k) Plan (WI) $528M · 16,155
Frequently Asked Questions
How did Edgewood Partners Insurance Center Savings Investment Plan assets move in 2024? ▼
How have Edgewood Partners Insurance Center plan assets changed over time? ▼
Where does Edgewood Partners Insurance Center Savings Investment Plan rank by assets among Form 5500 filers? ▼
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Next read for Edgewood Partners Insurance Center Savin…
Filing takeaways
Ways to act on Edgewood Partners Insurance Center Savings Investment Plan's numbers.
- By total assets, Edgewood Partners Insurance Center Savings Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Edgewood Partners Insurance Center's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Finance & Insurance plans