401(k) · DOL Form 5500 · 2024

Edgewood Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,774
Participants Near avg headcount
81st
Percentile by assets National rank
$22,597
Avg per participant Low balance/head
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Official DOL plan name: Edgewood Management Group, LLC 401(k) Profit Sharing Plan · Sponsored by Edgewood Management Group, LLC · North Dakota · Healthcare & Social Assistance

$40M in assets, 1,774 participants

Edgewood Management Group, LLC's Edgewood Management Group, LLC 401(k) Profit Sharing Plan reported $40M in total assets and 1,774 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,225 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Dakota

Edgewood Management Group, LLC 401(k) Profit Sharing Plan covers 1,774 participants in North Dakota, 3.5x the typical North Dakota plan (state average ~504 per filing). Assets: $40M.

#14,225
in Healthcare & Social Assistance (16,916 peers)
+18.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Edgewood Management Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Edgewood Management Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,086,403 Top 19% higher than 81% 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 Management Group, LLC 401(k) Profit Sharing 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 Management Group, LLC 401(k) Profit Sharing Plan lands in the large band (1,774 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edgewood Management Group, LLC 401(k) Profit Sharing Plan reported participants fell from 2,968 in the plan year 2023 filing to 1,774 in the plan year 2024 filing.
  • Edgewood Management Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Edgewood Management Group, LLC 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263415102 · Edgewood Management Group, LLC PY 2024 · 401(k)

Edgewood Management Group, LLC 401(k) Profit Sharing Plan · $40M · 1,774 · 81st

  • BOY $40M
  • SCH 1,774
  • EBSA 81st
  • PART 401(k)
  • TYPE near Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust
  • NET ind #14225

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 North Dakota →

Edgewood Management Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Dataiku Inc. 401(k) Plan$40MEdgewood Management Group, LLC 401(k) Profit Sharing PlanEdgewood Management Group, L…$40MMid-Rivers Telephone Cooperative Employees' Savings Plan and TrustMid-Rivers Telephone Coopera…$40MAffinity Development Group 401(k) Profit Sharing PlanAffinity Development Group 4…$40MLessen 401(k) Plan$40M
End-of-year total assets ($M) among Edgewood Management Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Dakota filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN263415102
Plan Effective Date2007-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edgewood Management Group, LLC)

Sponsor-wide plan assets over time

All Edgewood Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 47.318377516397206% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.2M $40.1M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 2,302 $27M
2023 1 2,968 $34M
2024 1 1,774 $40M

Nearby 401(k) Plans in North Dakota

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

Edgewood Management Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -101234 Total assets ($B) Participants Edgewood Management Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.040086403 · Participants: 1774Edgewood Management Group, LLC 401(k) Profit Sharing PlanSanford Retirement Savings Plan, Total assets ($B): 3.602462001 · Participants: 31958Sanford Retirement Savings PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.856387415 · Participants: 5327Knife River Corporation 401(k) Retirement PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.775551136 · Participants: 3465Mdu Resources Group, Inc. 401(k) Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.615317303 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.591992052 · Participants: 5199Offutt Companies 401(k) Savings Plan
Edgewood Management Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Edgewood Management Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Edgewood Management Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust in MT ($40M); by covered participants it is Faulkner Group 401(k) Plan in PA (1,774 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,774 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 Management Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Edgewood Management Group, LLC 401(k) Profit Sharing Plan grew sharply - up 18.0% during 2024, from $34M to $40M. Reported net income was $6M.
How have Edgewood Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgewood Management Group, LLC's sponsor-wide assets grew 47.3%, from $27M to $40M.
Where does Edgewood Management Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Edgewood Management Group, LLC 401(k) Profit Sharing Plan ranks in the 81st 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 Edgewood Management Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust in MT ($40M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Edgewood Management Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Faulkner Group 401(k) Plan in PA (1,774 participants, $122M 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 263415102.

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.