401(k) · DOL Form 5500 · 2022

The Edwards Companies, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
83
Participants Small participant base
70th
Percentile by assets National rank
$157,779
Avg per participant Above avg balance/head
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Official DOL plan name: Edwards Companies 401(k) Savings Plan and Trust · Sponsored by The Edwards Companies, LLC · Ohio · Retail Trade

$13M in assets, 83 participants

The Edwards Companies, LLC's Edwards Companies 401(k) Savings Plan and Trust reported $13M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,676 in Retail Trade (9,519 peers)

The Edwards Companies, LLC multi-year trail

The Edwards Companies, LLC's plans moved +52.8% in assets from 2022 to 2024; this filing shows Edwards Companies 401(k) Savings Plan and Trust at $13M / 83 participants.

#7,676
in Retail Trade (9,519 peers)
-17.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edwards Companies 401(k) Savings Plan and Trust's outsized position by total assets

Edwards Companies 401(k) Savings Plan and Trust vs every filed plan by assets

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

$13,095,619 Top 30% higher than 70% 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

Edwards Companies 401(k) Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwards Companies 401(k) Savings Plan and Trust is a small filing (83 participants) on this national headcount ladder.

DOL schedule card

Filing strip 352496878 · The Edwards Companies, LLC PY 2022 · 401(k)

Edwards Companies 401(k) Savings Plan and Trust · $13M · 83 · 70th

  • NET $13M
  • NET 83
  • NET 70th
  • NET 401(k)
  • NET near Chs Inc. 401(k) Plan for Union Production Employees
  • NET ind #7676

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 Retail Trade retirement plans → · Plans in Ohio →

Edwards Companies 401(k) Savings Plan and Trust in the asset neighbourhood

Edwards Companies 401(k) Savings Plan and TrustEdwards Companies 401(k) Sav…$13MChs Inc. 401(k) Plan for Union Production EmployeesChs Inc. 401(k) Plan for Uni…$13MKeller Associates, Inc. Profit Sharing 401(k) PlanKeller Associates, Inc. Prof…$13MGlobal Solutions Network, Inc. 401(k) Profit Sharing PlanGlobal Solutions Network, In…$13MNpl Construction Co. 401(k) PlanNpl Construction Co. 401(k) …$13M
End-of-year total assets ($M) among Edwards Companies 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Edwards Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Edwards Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 52.78179672148373% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $20M ▲ +52.7%
Year Plans Participants Total Assets
2022 1 83 $13M
2023 1 118 $16M
2024 1 125 $20M

The Edwards Companies, LLC filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN352496878
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Edwards Companies 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Edwards Companies 401(k) Savings Plan and Trust, Total assets ($B): 0.013095619 · Participants: 83Edwards Companies 401(k) Savings Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Edwards Companies 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Edwards Companies 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Chs Inc. 401(k) Plan for Union Production Employees in MN ($13M); by covered participants it is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Edwards Companies 401(k) Savings Plan and Trust assets move in 2022?
Edwards Companies 401(k) Savings Plan and Trust declined sharply - down 17.6% during 2022, from $16M to $13M. Reported net income was -$3M.
How have The Edwards Companies, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Edwards Companies, LLC's sponsor-wide assets grew 52.8%, from $13M to $20M.
Which 401(k) plans are similar in size to Edwards Companies 401(k) Savings Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Chs Inc. 401(k) Plan for Union Production Employees in MN ($13M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Edwards Companies 401(k) Savings Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants, N/A in assets).