Education Development Center, Inc. — 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, Education Development Center, Inc. (EIN 04-2241718) is a plan sponsor located in Waltham, MA with 3 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
04-2241718
Location
Waltham, MA
Loaded plans
3
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 Education Development Center, Inc.

  • 3 loaded plans hold $290.4M in reported assets.
  • The largest, Edc Retirement Plan, holds 57% of this company's reported plan assets.
  • Plans cover 3,666 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$290.4MSummed across loaded plans$290,400,221
Total reported assets$290.4M$290,400,221
Total reported participants3.7K3,666
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$290.4M total assets
Net assets$290.4MLiabilities$0
Contributions & income
Employer contributions$5.5M
Participant contributions$4.5M
Total income / additions$55.4M
Expenses & distributions
Benefits paid / distributions$15.7M
Total expenses$15.9M
Net increase / (decrease)$39.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets57%Edc Retirement Plan
Participants per plan1,222Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 1,645 participants · 2023
  2. 2
    Plan #001 · 1,446 participants · 2023
  3. 3
    Plan #501 · 575 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Education Development Center, Inc.. Open one for its full reported snapshot.

  1. 2023
    Edc Retirement Plan1,645 participants · 2Sch HSch C
    View filing →
  2. 2023
    Education Development Center, Inc. Health And Welfare Plan575 participants · 2No schedules
    View filing →
  3. 2023
    Education Development Center Supplemental Retirement Plan1,446 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Education Development Center, Inc. report on Form 5500?
Education Development Center, Inc. (EIN 04-2241718) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Education Development Center, Inc.?
The Employer Identification Number (EIN) reported for Education Development Center, Inc. is 04-2241718.
What is the latest Form 5500 filing year for Education Development Center, Inc.?
The latest loaded Form 5500 filing year for Education Development Center, Inc. is 2023.

Related Form 5500 pages