Plan5500

The Edison Institute — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Edison Institute (EIN 38-1359513) is a plan sponsor located in Dearborn, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-1359513
Location
Dearborn, MI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Edison Institute

  • 2 loaded plans hold $36M in reported assets.
  • The largest, The Edison Institute 403(B) Tda Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,284 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36MSummed across loaded plans$36,015,663
Total reported assets$36M$36,015,663
Total reported participants1.3K1,284
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36M total assets
Net assets$36MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$1.5M
Total income / additions$7.7M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Edison Institute 403(B) Tda Plan
Participants per plan642Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Edison Institute 403(B) Tda Plan$36M
    Plan #002 · 857 participants · 2023
  2. 2
    The Edison Institute Flexible Benefits Plannot reported in the loaded dataset
    Plan #506 · 427 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Edison Institute. Open one for its full reported snapshot.

  1. 2023
    The Edison Institute Flexible Benefits Plan427 participants · 2No schedules
    View filing →
  2. 2023
    The Edison Institute 403(B) Tda Plan857 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Edison Institute report on Form 5500?
The Edison Institute (EIN 38-1359513) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Edison Institute?
The Employer Identification Number (EIN) reported for The Edison Institute is 38-1359513.
What is the latest Form 5500 filing year for The Edison Institute?
The latest loaded Form 5500 filing year for The Edison Institute is 2023.

Related Form 5500 pages