401(k) · DOL Form 5500 · 2024

Edgewood Partners Insurance Center 401(k) Plan

Data updated 2026-08-25

$527M
Total assets Above avg plan size
3,010
Participants Above avg headcount
97th
Percentile by assets National rank
$175,149
Avg per participant Above avg balance/head
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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.

  • #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.

#8,146
in Finance & Insurance (8,549 peers)
+14.3%
assets growth YoY
5.3×
vs typical plan assets (national mean)

Edgewood Partners Insurance Center Savings Investment Plan's outsized position by total assets

Edgewood Partners Insurance Center Savings Investment Plan vs every filed plan by assets

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

$527,197,148 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

Edgewood Partners Insurance Center Savings Investment 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. Edgewood Partners Insurance Center Savings Investment Plan lands in the large band (3,010 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943195221 · Edgewood Partners Insurance Center PY 2024 · 401(k)

Edgewood Partners Insurance Center Savings Investment Plan · $527M · 3,010 · 97th

  • TYPE $527M
  • TYPE 3,010
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near Hexcel Corporation 401(k) Retirement Savings Plan
  • TYPE ind #8146

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 New York →

Edgewood Partners Insurance Center Savings Investment Plan in the asset neighbourhood

Ashley Furniture Industries, LLC Profit Sharing 401(k) PlanAshley Furniture Industries,…$528MSchindler Elevator Corporation Savings and Investment PlanSchindler Elevator Corporati…$528MEdgewood Partners Insurance Center Savings Investment PlanEdgewood Partners Insurance …$527MHexcel Corporation 401(k) Retirement Savings PlanHexcel Corporation 401(k) Re…$527MNorthstar Anesthesia 401(k) PlanNorthstar Anesthesia 401(k) …$527M
End-of-year total assets ($M) among Edgewood Partners Insurance Center Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$461M
Net Assets (End of Year)$527M
Net Income$66M
Employer EIN943195221
Plan Effective Date2001-12-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgewood Partners Insurance Center)

Sponsor-wide plan assets over time

All Edgewood Partners Insurance Center plans reported in each filing year

Latest sponsor-wide plan assets
$527M 42.13385908191717% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $371M $527M ▲ +42.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Edgewood Partners Insurance Center Savings Investment Plan, Total assets ($B): 0.527197148 · Participants: 3010Edgewood Partners Insurance Center Savings Investment PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Edgewood Partners Insurance Center Savings Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Edgewood Partners Insurance Center Savings Investment Plan side-by-side with 3 peers →

Edgewood Partners Insurance Center Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hexcel Corporation 401(k) Retirement Savings Plan in CT ($527M); by covered participants it is Integrity Employee Leasing Retirement Plan in FL (3,010 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,010 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 Edgewood Partners Insurance Center Savings Investment Plan assets move in 2024? ▼
Edgewood Partners Insurance Center Savings Investment Plan grew at a solid clip - up 14.3% during 2024, from $461M to $527M. Reported net income was $66M.
How have Edgewood Partners Insurance Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgewood Partners Insurance Center's sponsor-wide assets grew 42.1%, from $371M to $527M.
Where does Edgewood Partners Insurance Center Savings Investment Plan rank by assets among Form 5500 filers? ▼
Edgewood Partners Insurance Center Savings Investment 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 Edgewood Partners Insurance Center Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hexcel Corporation 401(k) Retirement Savings Plan in CT ($527M, 2,694 participants).
Which 401(k) plans cover a similar participant headcount to Edgewood Partners Insurance Center Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrity Employee Leasing Retirement Plan in FL (3,010 participants, $8M 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 943195221.

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.