Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Environmental Defense Fund Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Environmental Defense Fund, Inc. · New York · Other Services

What the 2023 filing shows

Environmental Defense Fund Retirement Savings Plan holds $165M for 903 participants — about $182,858 per participant, up 4.5% over the 2024 plan year.

$165M
total plan assets (2024 EOY)
903
covered participants
$182,858
avg assets per participant
+4.5%
assets growth YoY
Total Assets (2023)
$165M
Participants
903
State
Industry
Other Services

What the Filing Says About Environmental Defense Fund Retirement Savings Plan

Environmental Defense Fund Retirement Savings Plan is a Profit Sharing retirement plan sponsored by Environmental Defense Fund, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $165M in total end-of-year assets and covers 903 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 116107128, and the plan has been effective since 1988-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $158M at the beginning of 2024 to $165M at year-end — a gain of 4.5%. Net assets (after liabilities) closed the year at $165M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$158M
Total Assets (End of Year)$165M
Net Assets (End of Year)$165M
Net Income$7M
Plan TypeProfit Sharing
Employer EIN116107128
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Environmental Defense Fund, Inc.)

Year Plans Participants Total Assets
2022 1 636 $133M
2023 1 866 $158M
2024 1 903 $165M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Environmental Defense Fund Retirement Savings Plan?
As of the 2024 Form 5500 filing, Environmental Defense Fund Retirement Savings Plan holds $165M in total assets with 903 participants. It is sponsored by Environmental Defense Fund, Inc..
What type of plan is Environmental Defense Fund Retirement Savings Plan?
Environmental Defense Fund Retirement Savings Plan is a Profit Sharing plan. It has been effective since 1988-10-01. The plan is filed with the U.S. Department of Labor under EIN 116107128.
Who sponsors the Environmental Defense Fund Retirement Savings Plan?
Environmental Defense Fund Retirement Savings Plan is sponsored by Environmental Defense Fund, Inc., located in New York. The sponsor's EIN is 116107128 and the plan operates in the Other Services industry.
How did Environmental Defense Fund Retirement Savings Plan perform in 2024?
Environmental Defense Fund Retirement Savings Plan grew by 4.5% during 2024, moving from $158M to $165M in total assets. Net income was $7M.
Where can I find official filings for Environmental Defense Fund Retirement Savings Plan?
Official Form 5500 filings for Environmental Defense Fund Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 116107128 or plan name at efast.dol.gov.
How does Environmental Defense Fund Retirement Savings Plan compare to other plans?
You can compare Environmental Defense Fund Retirement Savings Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 116107128.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.