401(k) · DOL Form 5500 · 2024

Edpo, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
617
Participants Below avg headcount
77th
Percentile by assets National rank
$49,242
Avg per participant Low balance/head
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Official DOL plan name: Edpo, LLC Employees Savings Trust · Sponsored by Edpo, LLC · Illinois · Management of Enterprises

$30M in assets, 617 participants

Edpo, LLC's Edpo, LLC Employees Savings Trust reported $30M in total assets and 617 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #672 in Management of Enterprises (1,133 peers)

Where Edpo, LLC Employees Savings Trust sits by assets

Edpo, LLC Employees Savings Trust sits in the top quartile of all filed plans by assets, $30M for 617 participants (~$49,242/participant), up 19.9% in 2024.

#672
in Management of Enterprises (1,133 peers)
+19.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Edpo, LLC Employees Savings Trust's outsized position by total assets

Edpo, LLC Employees Savings Trust vs every filed plan by assets

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

$30,382,220 Top 23% higher than 77% 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

Edpo, LLC Employees Savings Trust 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. Edpo, LLC Employees Savings Trust sits mid-pack in the medium band (617 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edpo, LLC Employees Savings Trust end-of-year assets rose from $25M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Edpo, LLC Employees Savings Trust reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Edpo, LLC Employees Savings Trust reported participants rose from 600 in the plan year 2023 filing to 617 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 451874001 · Edpo, LLC PY 2024 · 401(k)

Edpo, LLC Employees Savings Trust · $30M · 617 · 77th

  • IND $30M
  • IND 617
  • IND 77th
  • IND 401(k)
  • IND near Carespring Health Care Management Savings & Retirement Plan
  • IND ind #672

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 Management of Enterprises retirement plans → · Plans in Illinois →

Edpo, LLC Employees Savings Trust in the asset neighbourhood

Edpo, LLC Employees Savings TrustEdpo, LLC Employees Savings …$30MCarespring Health Care Management Savings & Retirement PlanCarespring Health Care Manag…$30MPerc Engineering, LLC 401(k) PlanPerc Engineering, LLC 401(k)…$30MIntegris, LLC 401(k) Plan$30MSouthwest Range Services 401(k) PlanSouthwest Range Services 401…$30M
End-of-year total assets ($M) among Edpo, LLC Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN451874001
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edpo, LLC)

Sponsor-wide plan assets over time

All Edpo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 51.14967594991848% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.1M $30.4M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 555 $20M
2023 1 600 $25M
2024 1 617 $30M

Nearby 401(k) Plans in Illinois

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

Edpo, LLC Employees Savings Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Edpo, LLC Employees Savings Trust, Total assets ($B): 0.03038222 · Participants: 617Edpo, LLC Employees Savings TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Edpo, LLC Employees Savings Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Edpo, LLC Employees Savings Trust side-by-side with 3 peers →

Edpo, LLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Carespring Health Care Management Savings & Retirement Plan in OH ($30M); by covered participants it is Sh Franchising, LLC 401(k) Plan in MD (617 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (617 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 Edpo, LLC Employees Savings Trust assets move in 2024? ▼
Edpo, LLC Employees Savings Trust grew sharply - up 19.9% during 2024, from $25M to $30M. Reported net income was $5M.
How have Edpo, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edpo, LLC's sponsor-wide assets grew 51.1%, from $20M to $30M.
Where does Edpo, LLC Employees Savings Trust rank by assets among Form 5500 filers? ▼
Edpo, LLC Employees Savings Trust ranks in the 77th 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 Edpo, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carespring Health Care Management Savings & Retirement Plan in OH ($30M, 2,046 participants).
Which 401(k) plans cover a similar participant headcount to Edpo, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sh Franchising, LLC 401(k) Plan in MD (617 participants, $7M 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 451874001.

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.