401(k) · DOL Form 5500 · 2024

Solomonedwardsgroup, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
401
Participants Below avg headcount
81st
Percentile by assets National rank
$95,872
Avg per participant Below avg balance/head
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Official DOL plan name: Solomonedwardsgroup, LLC 401(k) Savings Plan · Sponsored by Solomonedwardsgroup, LLC · Pennsylvania · Administrative & Support Services

$38M in assets, 401 participants

Solomonedwardsgroup, LLC's Solomonedwardsgroup, LLC 401(k) Savings Plan reported $38M in total assets and 401 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.

  • #3,937 in Administrative & Support Services (4,368 peers)

Coverage in Pennsylvania

Solomonedwardsgroup, LLC 401(k) Savings Plan covers 401 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $38M.

#3,937
in Administrative & Support Services (4,368 peers)
-2.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $899K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Solomonedwardsgroup, LLC 401(k) Savings Plan's outsized position by total assets

Solomonedwardsgroup, LLC 401(k) Savings Plan vs every filed plan by assets

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

$38,444,680 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

Solomonedwardsgroup, LLC 401(k) Savings Plan 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. Solomonedwardsgroup, LLC 401(k) Savings Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Solomonedwardsgroup, LLC 401(k) Savings Plan reported net income fell from $5M in the plan year 2023 filing to -$899K in the plan year 2024 filing.
  • Solomonedwardsgroup, LLC 401(k) Savings Plan reported participants fell from 484 in the plan year 2023 filing to 401 in the plan year 2024 filing.
  • Solomonedwardsgroup, LLC 401(k) Savings Plan end-of-year assets fell from $39M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 233010383 · Solomonedwardsgroup, LLC PY 2024 · 401(k)

Solomonedwardsgroup, LLC 401(k) Savings Plan · $38M · 401 · 81st

  • PHOTO $38M
  • IND 401
  • EOY 81st
  • 5500 401(k)
  • ASSETS near Clinipace Inc. 401(k) Profit Sharing Plan
  • PCT ind #3937

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

Solomonedwardsgroup, LLC 401(k) Savings Plan in the asset neighbourhood

Sing Tao USA Group Profit Sharing PlanSing Tao USA Group Profit Sh…$38MKlingner & Associates, P.C. Retirement PlanKlingner & Associates, P.C. …$38MSolomonedwardsgroup, LLC 401(k) Savings PlanSolomonedwardsgroup, LLC 401…$38MClinipace Inc. 401(k) Profit Sharing PlanClinipace Inc. 401(k) Profit…$38MMelissa & Doug, LLC 401(k) Profit Sharing PlanMelissa & Doug, LLC 401(k) P…$38M
End-of-year total assets ($M) among Solomonedwardsgroup, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$38M
Net Income-$899K
Employer EIN233010383
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solomonedwardsgroup, LLC)

Sponsor-wide plan assets over time

All Solomonedwardsgroup, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 12.79103196306467% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34.1M $38.4M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 595 $34M
2023 1 484 $39M
2024 1 401 $38M

Nearby 401(k) Plans in Pennsylvania

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

Solomonedwardsgroup, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Solomonedwardsgroup, LLC 401(k) Savings Plan, Total assets ($B): 0.03844468 · Participants: 401Solomonedwardsgroup, LLC 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Solomonedwardsgroup, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Solomonedwardsgroup, LLC 401(k) Savings Plan side-by-side with 3 peers →

Solomonedwardsgroup, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Clinipace Inc. 401(k) Profit Sharing Plan in NC ($38M); by covered participants it is Kiel Center 401(k) Plan in MO (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Solomonedwardsgroup, LLC 401(k) Savings Plan assets move in 2024? ▼
Solomonedwardsgroup, LLC 401(k) Savings Plan edged down modestly - down 2.1% during 2024, from $39M to $38M. Reported net income was -$899K.
How have Solomonedwardsgroup, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solomonedwardsgroup, LLC's sponsor-wide assets grew 12.8%, from $34M to $38M.
Where does Solomonedwardsgroup, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Solomonedwardsgroup, LLC 401(k) Savings 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 Solomonedwardsgroup, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clinipace Inc. 401(k) Profit Sharing Plan in NC ($38M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Solomonedwardsgroup, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kiel Center 401(k) Plan in MO (401 participants, $24M 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 233010383.

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.