401(k) · DOL Form 5500 · 2022

A.C. Edwards, Inc. Dba Edwards and Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
39
Participants Small participant base
51st
Percentile by assets National rank
$129,466
Avg per participant Near avg balance/head
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Official DOL plan name: Edwards and Company Retirement Savings Plan · Sponsored by A.C. Edwards, Inc. Dba Edwards and Company · New York · Finance & Insurance

$5M in assets, 39 participants

A.C. Edwards, Inc. Dba Edwards and Company's Edwards and Company Retirement Savings Plan reported $5M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,281 in Finance & Insurance (9,261 peers)

A.C. Edwards, Inc. Dba Edwards and Company multi-year trail

A.C. Edwards, Inc. Dba Edwards and Company's plans moved +17.7% in assets from 2022 to 2024; this filing shows Edwards and Company Retirement Savings Plan at $5M / 39 participants.

#3,281
in Finance & Insurance (9,261 peers)
-19.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edwards and Company Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Edwards and Company Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,049,186 Top 49% higher than 51% of 139,123 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 2022

Edwards and Company Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwards and Company Retirement Savings Plan is a small filing (39 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 110707930 · A.C. Edwards, Inc. Dba Edwards and Company PY 2022 · 401(k)

Edwards and Company Retirement Savings Plan · $5M · 39 · 51st

  • SCH $5M
  • SCH 39
  • SCH 51st
  • SCH 401(k)
  • SCH near Keane Thummel Trucking Inc 401(k) Plan
  • SCH ind #3281

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 Finance & Insurance retirement plans → · Plans in New York →

Edwards and Company Retirement Savings Plan in the asset neighbourhood

Edwards and Company Retirement Savings PlanEdwards and Company Retireme…$5MKeane Thummel Trucking Inc 401(k) PlanKeane Thummel Trucking Inc 4…$5MTeam Ten, LLC 401(k) Plan$5MPro-Change Behavior Systems, Inc 401(k) Profit Sharing PlanPro-Change Behavior Systems,…$5MWhitewater Brands, Inc. 401(k) PlanWhitewater Brands, Inc. 401(…$5M
End-of-year total assets ($M) among Edwards and Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

A.C. Edwards, Inc. Dba Edwards and Company multi-year asset trail

Sponsor-wide plan assets over time

All A.C. Edwards, Inc. Dba Edwards and Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.65615289276331% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.05M $5.94M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 39 $5M
2023 1 36 $5M
2024 1 33 $6M

A.C. Edwards, Inc. Dba Edwards and Company filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN110707930
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Edwards and Company Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Edwards and Company Retirement Savings Plan, Total assets ($B): 0.005049186 · Participants: 39Edwards and Company Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Edwards and Company Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Edwards and Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Keane Thummel Trucking Inc 401(k) Plan in IA ($5M); by covered participants it is Patton Electronics Company 401(k) Plan in MD (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edwards and Company Retirement Savings Plan assets move in 2022?
Edwards and Company Retirement Savings Plan declined sharply - down 19.4% during 2022, from $6M to $5M. Reported net income was -$1M.
How have A.C. Edwards, Inc. Dba Edwards and Company plan assets changed over time?
Across 3 plan years on file (2022-2024), A.C. Edwards, Inc. Dba Edwards and Company's sponsor-wide assets grew 17.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Edwards and Company Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Keane Thummel Trucking Inc 401(k) Plan in IA ($5M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Edwards and Company Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Patton Electronics Company 401(k) Plan in MD (39 participants, N/A in assets).