401(k) · DOL Form 5500 · 2022

Old Edwards Hospitality Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
280
Participants Below avg headcount
49th
Percentile by assets National rank
$16,407
Avg per participant Low balance/head
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Official DOL plan name: Old Edwards Hospitality Group 401(k) Plan · Sponsored by Old Edwards Hospitality Group, LLC · North Carolina · Food Services & Accommodation

$5M in assets, 280 participants

Old Edwards Hospitality Group, LLC's Old Edwards Hospitality Group 401(k) Plan reported $5M in total assets and 280 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,745 in Food Services & Accommodation (4,592 peers)

Coverage in North Carolina

Old Edwards Hospitality Group 401(k) Plan covers 280 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#3,745
in Food Services & Accommodation (4,592 peers)
-17.0%
assets change YoY

The plan reported a net loss of $938K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Old Edwards Hospitality Group 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Old Edwards Hospitality Group 401(k) Plan vs every filed plan by assets

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

$4,593,852 49th percentile higher than 49% 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

Old Edwards Hospitality Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Edwards Hospitality Group 401(k) Plan sits mid-pack in the medium band (280 participants).

Form 5500 schedule snapshot

Filing strip 562320950 · Old Edwards Hospitality Group, LLC PY 2022 · 401(k)

Old Edwards Hospitality Group 401(k) Plan · $5M · 280 · 49th

  • SCH $5M
  • EBSA 280
  • PART 49th
  • TYPE 401(k)
  • NET near Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan
  • BOOK ind #3745

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Old Edwards Hospitality Group 401(k) Plan in the asset neighbourhood

Old Edwards Hospitality Group 401(k) PlanOld Edwards Hospitality Grou…$5MKelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) PlanKelvin C. Choi, D.D.S., Inc.…$5MBanner Oak Capital Partners, LP Retirement PlanBanner Oak Capital Partners,…$5MGreen Mechanical Construction, Inc. 401(k) PlanGreen Mechanical Constructio…$5MFood Service Holdings 401(k) PlanFood Service Holdings 401(k)…$5M
End-of-year total assets ($M) among Old Edwards Hospitality Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$938K
Employer EIN562320950
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Old Edwards Hospitality Group, LLC)

Sponsor-wide plan assets over time

All Old Edwards Hospitality Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.86104733021438% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.59M $6.38M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 280 $5M
2023 1 260 $6M
2024 1 261 $6M

Nearby 401(k) Plans in North Carolina

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

Old Edwards Hospitality Group 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Old Edwards Hospitality Group 401(k) Plan, Total assets ($B): 0.004593852 · Participants: 280Old Edwards Hospitality Group 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Old Edwards Hospitality Group 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Old Edwards Hospitality Group 401(k) Plan side-by-side with 3 peers →

Old Edwards Hospitality Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan in CA ($5M); by covered participants it is Pathfinder 401(k) Plan in TX (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Old Edwards Hospitality Group 401(k) Plan assets move in 2022? ▼
Old Edwards Hospitality Group 401(k) Plan declined sharply - down 17.0% during 2022, from $6M to $5M. Reported net income was -$938K.
How have Old Edwards Hospitality Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Old Edwards Hospitality Group, LLC's sponsor-wide assets grew 38.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Old Edwards Hospitality Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan in CA ($5M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Old Edwards Hospitality Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathfinder 401(k) Plan in TX (280 participants, $964K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562320950.

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.