401(k) · DOL Form 5500 · 2022

Edfinancial Services, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
564
Participants Below avg headcount
77th
Percentile by assets National rank
$34,234
Avg per participant Low balance/head
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Official DOL plan name: Edfinancial Services, LLC 401(k) Plan · Sponsored by Edfinancial Services, LLC · Tennessee · Other Services

$19M in assets, 564 participants

Edfinancial Services, LLC's Edfinancial Services, LLC 401(k) Plan reported $19M in total assets and 564 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,335 in Other Services (8,398 peers)

Where Edfinancial Services, LLC 401(k) Plan sits by assets

Edfinancial Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 564 participants (~$34,234/participant), down 15.7% in 2022.

#7,335
in Other Services (8,398 peers)
-15.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edfinancial Services, LLC 401(k) Plan's outsized position by total assets

Edfinancial Services, LLC 401(k) Plan vs every filed plan by assets

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

$19,307,886 Top 23% higher than 77% 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

Edfinancial Services, LLC 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. Edfinancial Services, LLC 401(k) Plan sits mid-pack in the medium band (564 participants).

DOL schedule card

Filing strip 205316278 · Edfinancial Services, LLC PY 2022 · 401(k)

Edfinancial Services, LLC 401(k) Plan · $19M · 564 · 77th

  • SCH $19M
  • EBSA 564
  • PART 77th
  • TYPE 401(k)
  • NET near Jack Demmer Ford, Inc. 401(k) Plan
  • BOOK ind #7335

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 Other Services retirement plans → · Plans in Tennessee →

Edfinancial Services, LLC 401(k) Plan in the asset neighbourhood

Edfinancial Services, LLC 401(k) PlanEdfinancial Services, LLC 40…$19MJack Demmer Ford, Inc. 401(k) PlanJack Demmer Ford, Inc. 401(k…$19MColbert Packaging Corporation 401(k) and Profit Sharing PlanColbert Packaging Corporatio…$19MSalary Deferral Retirement Plan for Employees of Cascade Steel Rolling Mills, Inc. & Affiliated EmployersSalary Deferral Retirement P…$19MNes Global, LLC 401(k) Profit Sharing Plan and TrustNes Global, LLC 401(k) Profi…$19M
End-of-year total assets ($M) among Edfinancial Services, LLC 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)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN205316278
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edfinancial Services, LLC)

Sponsor-wide plan assets over time

All Edfinancial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.36006158312723% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $29.4M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 564 $19M
2023 1 864 $24M
2024 1 1,346 $29M

Nearby 401(k) Plans in Tennessee

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

Edfinancial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Edfinancial Services, LLC 401(k) Plan, Total assets ($B): 0.019307886 · Participants: 564Edfinancial Services, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Edfinancial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Edfinancial Services, LLC 401(k) Plan side-by-side with 3 peers →

Edfinancial Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Jack Demmer Ford, Inc. 401(k) Plan in MI ($19M); by covered participants it is Republic Bank 401(k) & Profit Sharing Plan in PA (564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Edfinancial Services, LLC 401(k) Plan assets move in 2022? ▼
Edfinancial Services, LLC 401(k) Plan declined sharply - down 15.7% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Edfinancial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edfinancial Services, LLC's sponsor-wide assets grew 52.4%, from $19M to $29M.
Where does Edfinancial Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Edfinancial Services, LLC 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Edfinancial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jack Demmer Ford, Inc. 401(k) Plan in MI ($19M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Edfinancial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Bank 401(k) & Profit Sharing Plan in PA (564 participants, $36M 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 205316278.

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.