Profit Sharing · DOL Form 5500 · 2022

Edl Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$252K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$251,663
Avg per participant Above avg balance/head
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Official DOL plan name: Edl Holdings, Inc. Pension Transfer Trust Plan · Sponsored by Edl Holdings, Inc. · South Carolina · Real Estate

$252K in assets, 1 participants

Edl Holdings, Inc.'s Edl Holdings, Inc. Pension Transfer Trust Plan reported $252K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #991 in Real Estate (5,057 peers)

Edl Holdings, Inc. multi-year trail

Edl Holdings, Inc.'s plans moved +17.5% in assets from 2022 to 2024; this filing shows Edl Holdings, Inc. Pension Transfer Trust Plan at $252K / 1 participant.

#991
in Real Estate (5,057 peers)
-22.6%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edl Holdings, Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Edl Holdings, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$251,663 12th percentile higher than 12% 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

Edl Holdings, Inc. Pension Transfer Trust Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edl Holdings, Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 863183165 · Edl Holdings, Inc. PY 2022 · Profit Sharing

Edl Holdings, Inc. Pension Transfer Trust Plan · $252K · 1 · 12th

  • EOY $252K
  • EOY 1
  • EOY 12th
  • EOY Profit Sharing
  • EOY near Clz Incorporated Retirement Plan
  • EOY ind #991

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 Real Estate retirement plans → · Plans in South Carolina →

Edl Holdings, Inc. Pension Transfer Trust Plan in the asset neighbourhood

Edl Holdings, Inc. Pension Transfer Trust PlanEdl Holdings, Inc. Pension T…$252KClz Incorporated Retirement PlanClz Incorporated Retirement …$252KStatewide Turf - Cash Balance PlanStatewide Turf - Cash Balanc…$252KGianfranco Ricciardella, Cpa PC Profit Sharing PlanGianfranco Ricciardella, Cpa…$251KKirberg Motors, Inc. Profit Sharing PlanKirberg Motors, Inc. Profit …$251K
End-of-year total assets ($M) among Edl Holdings, Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Edl Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Edl Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$296K 17.480122226946353% vs 2022
2024 filing year
$0.24M$0.26M$0.28M$0.3M$0.32M 202220232024 $0.25M $0.3M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 1 $252K
2023 1 1 $279K
2024 1 1 $296K

Edl Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$252K
Net Income-$73K
Employer EIN863183165
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Edl Holdings, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Edl Holdings, Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000251663 · Participants: 1Edl Holdings, Inc. Pension Transfer Trust PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.580787343 · Participants: 27548Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.646014747 · Participants: 2372Uma Retirement PlanScansource, Inc. 401(k) Plan, Total assets ($B): 0.193116292 · Participants: 1547Scansource, Inc. 401(k) PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.190880155 · Participants: 2107Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.038245098 · Participants: 200Usc School of Medicine Educational Trust Retirement Plan
Edl Holdings, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Edl Holdings, Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Edl Holdings, Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Clz Incorporated Retirement Plan in ME ($252K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($252K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Edl Holdings, Inc. Pension Transfer Trust Plan assets move in 2022? ▼
Edl Holdings, Inc. Pension Transfer Trust Plan declined sharply - down 22.6% during 2022, from $325K to $252K. Reported net income was -$73K.
How have Edl Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edl Holdings, Inc.'s sponsor-wide assets grew 17.5%, from $252K to $296K.
Where does Edl Holdings, Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Edl Holdings, Inc. Pension Transfer Trust Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Edl Holdings, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Clz Incorporated Retirement Plan in ME ($252K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Edl Holdings, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 863183165.

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.