Edc Retirement Plan — Form 5500 plan (Education Development Center, Inc.)

Plain-English plan 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, Edc Retirement Plan is a benefit plan reported by Education Development Center, Inc. under EIN 04-2241718 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,645 participants and $165,152,967 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$165.2MPlan net assets, end of year$165,152,967
Participants1.6KCovered participants reported1,645
Assets / participant$100.4KComputed: assets ÷ participants$100,397 (computed)
Provider compensation$137.6K2 Schedule C provider row(s)$137,619
Plan sponsor
Education Development Center, Inc.
EIN
04-2241718
Plan number
002
Plan type
2
Location
Waltham, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,645 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$165.2M total assets
Net assets$165.2MLiabilities$0
Money in vs. money out
Total income / additions$28.5M
Total expenses$7.1M
Benefits paid / distributions$7M
Contributions
Employer$5.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$165,152,967
Total liabilities (EOY)
$0
Net assets (EOY)
$165,152,967
Net assets (BOY)
$143,783,055

Income & contributions

Employer contributions
$5,479,659
Total contributions
$6,017,740
Total income / additions
$28,471,604

Expenses & distributions

Benefits paid
$6,965,374
Administrative expenses
$137,619
Total expenses
$7,102,993
Net increase / (decrease)
$21,368,611
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $101.7K · Indirect $0
  2. 2
    NONE · Direct $35.9K

What to inspect next

Frequently asked questions

Who sponsors the Edc Retirement Plan?
Edc Retirement Plan is reported as sponsored by Education Development Center, Inc. (EIN 04-2241718, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Edc Retirement Plan?
The latest Form 5500 filing year loaded for Edc Retirement Plan is 2023.
How many participants does Edc Retirement Plan report?
Edc Retirement Plan reports 1,645 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Edc Retirement Plan?
Edc Retirement Plan reports $165,152,967 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages