401(k) · DOL Form 5500 · 2022

James Edward & Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
291
Participants Below avg headcount
56th
Percentile by assets National rank
$22,206
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James Edward & Companies, Inc. 401(k) Plan · Sponsored by James Edward & Companies, Inc. · Texas · Professional & Technical Services

$6M in assets, 291 participants

James Edward & Companies, Inc.'s James Edward & Companies, Inc. 401(k) Plan reported $6M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,639 in Professional & Technical Services (21,562 peers)

Coverage in Texas

James Edward & Companies, Inc. 401(k) Plan covers 291 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#11,639
in Professional & Technical Services (21,562 peers)
-19.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James Edward & Companies, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

James Edward & Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$6,462,085 Top 44% higher than 56% 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

James Edward & Companies, 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. James Edward & Companies, Inc. 401(k) Plan sits mid-pack in the medium band (291 participants).

Plan-year Form 5500 strip

Filing strip 760438110 · James Edward & Companies, Inc. PY 2022 · 401(k)

James Edward & Companies, Inc. 401(k) Plan · $6M · 291 · 56th

  • RANK $6M
  • PHOTO 291
  • IND 56th
  • EOY 401(k)
  • 5500 near Cuda Law Offices Employees Profit Sharing Plan/Trust
  • ASSETS ind #11639

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 Professional & Technical Services retirement plans → · Plans in Texas →

James Edward & Companies, Inc. 401(k) Plan in the asset neighbourhood

James Edward & Companies, Inc. 401(k) PlanJames Edward & Companies, In…$6MCuda Law Offices Employees Profit Sharing Plan/TrustCuda Law Offices Employees P…$6MSteel Grip, Inc. Employees' Profit Sharing and Savings PlanSteel Grip, Inc. Employees' …$6MNatori Company Inc. Retirement PlanNatori Company Inc. Retireme…$6MMueblerias Berrios Retirement PlanMueblerias Berrios Retiremen…$6M
End-of-year total assets ($M) among James Edward & Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN760438110
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Edward & Companies, Inc.)

Sponsor-wide plan assets over time

All James Edward & Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.1681237557228% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.46M $9.19M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 291 $6M
2023 1 341 $8M
2024 1 360 $9M

Nearby 401(k) Plans in Texas

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

James Edward & Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants James Edward & Companies, Inc. 401(k) Plan, Total assets ($B): 0.006462085 · Participants: 291James Edward & Companies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
James Edward & Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare James Edward & Companies, Inc. 401(k) Plan side-by-side with 3 peers →

James Edward & Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cuda Law Offices Employees Profit Sharing Plan/Trust in IL ($6M); by covered participants it is Facet Wealth, Inc. 401(k) Plan in MD (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 James Edward & Companies, Inc. 401(k) Plan assets move in 2022? ▼
James Edward & Companies, Inc. 401(k) Plan declined sharply - down 19.6% during 2022, from $8M to $6M. Reported net income was -$2M.
How have James Edward & Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Edward & Companies, Inc.'s sponsor-wide assets grew 42.2%, from $6M to $9M.
Which 401(k) plans are similar in size to James Edward & Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cuda Law Offices Employees Profit Sharing Plan/Trust in IL ($6M, 9 participants).
Which 401(k) plans cover a similar participant headcount to James Edward & Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Facet Wealth, Inc. 401(k) Plan in MD (291 participants, $14M 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 760438110.

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.