401(k) · DOL Form 5500 · 2022

Benjamin F. Edwards & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
645
Participants Below avg headcount
91st
Percentile by assets National rank
$114,615
Avg per participant Below avg balance/head
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Official DOL plan name: Benjamin F. Edwards & Co., Inc. 401(k) Plan · Sponsored by Benjamin F. Edwards & Co., Inc. · Missouri · Finance & Insurance

$74M in assets, 645 participants

Benjamin F. Edwards & Co., Inc.'s Benjamin F. Edwards & Co., Inc. 401(k) Plan reported $74M in total assets and 645 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,906 in Finance & Insurance (9,261 peers)

Where Benjamin F. Edwards & Co., Inc. 401(k) Plan sits by assets

Benjamin F. Edwards & Co., Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $74M for 645 participants (~$114,615/participant), down 8.9% in 2022.

#7,906
in Finance & Insurance (9,261 peers)
-8.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benjamin F. Edwards & Co., Inc. 401(k) Plan's outsized position by total assets

Benjamin F. Edwards & Co., Inc. 401(k) Plan vs every filed plan by assets

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

$73,926,833 Top 9% higher than 91% 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

Benjamin F. Edwards & Co., Inc. 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. Benjamin F. Edwards & Co., Inc. 401(k) Plan sits mid-pack in the medium band (645 participants).

Form 5500 schedule snapshot

Filing strip 263472087 · Benjamin F. Edwards & Co., Inc. PY 2022 · 401(k)

Benjamin F. Edwards & Co., Inc. 401(k) Plan · $74M · 645 · 91st

  • EIN $74M
  • EIN 645
  • EIN 91st
  • EIN 401(k)
  • EIN near Shc Holdco, Inc. 401(k) Plan
  • EIN ind #7906

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 Missouri →

Benjamin F. Edwards & Co., Inc. 401(k) Plan in the asset neighbourhood

Creation Technologies 401(k) PlanCreation Technologies 401(k)…$74MBenjamin F. Edwards & Co., Inc. 401(k) PlanBenjamin F. Edwards & Co., I…$74MShc Holdco, Inc. 401(k) Plan$74MBerry Companies, Inc. Profit Sharing PlanBerry Companies, Inc. Profit…$74MKurita America Inc. Retirement Savings PlanKurita America Inc. Retireme…$74M
End-of-year total assets ($M) among Benjamin F. Edwards & Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$74M
Net Income-$7M
Employer EIN263472087
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benjamin F. Edwards & Co., Inc.)

Sponsor-wide plan assets over time

All Benjamin F. Edwards & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 69.94889663405438% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.9M $126M ▲ +69.9%
Year Plans Participants Total Assets
2022 1 645 $74M
2023 1 703 $97M
2024 1 706 $126M

Nearby 401(k) Plans in Missouri

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

Benjamin F. Edwards & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Benjamin F. Edwards & Co., Inc. 401(k) Plan, Total assets ($B): 0.073926833 · Participants: 645Benjamin F. Edwards & Co., Inc. 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Benjamin F. Edwards & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Benjamin F. Edwards & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Benjamin F. Edwards & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Shc Holdco, Inc. 401(k) Plan in UT ($74M); by covered participants it is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (645 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (645 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 Benjamin F. Edwards & Co., Inc. 401(k) Plan assets move in 2022? ▼
Benjamin F. Edwards & Co., Inc. 401(k) Plan pulled back noticeably - down 8.9% during 2022, from $81M to $74M. Reported net income was -$7M.
How have Benjamin F. Edwards & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin F. Edwards & Co., Inc.'s sponsor-wide assets grew 69.9%, from $74M to $126M.
Where does Benjamin F. Edwards & Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Benjamin F. Edwards & Co., Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Benjamin F. Edwards & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shc Holdco, Inc. 401(k) Plan in UT ($74M, 4,446 participants).
Which 401(k) plans cover a similar participant headcount to Benjamin F. Edwards & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (645 participants, $392M 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 263472087.

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.