ESOP · DOL Form 5500 · 2022

Edwards Group Holding Inc. ESOP

Data updated 2026-08-25

$851K
Total assets Small plan by assets
77
Participants Small participant base
23rd
Percentile by assets National rank
$11,054
Avg per participant Low balance/head
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Official DOL plan name: Edwards Group Holdings Inc. Employee Stock Ownership Plan · Sponsored by Edwards Group Holding Inc. · South Carolina · Real Estate

$851K in assets, 77 participants

Edwards Group Holding Inc.'s Edwards Group Holdings Inc. Employee Stock Ownership Plan reported $851K in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,985 in Real Estate (5,057 peers)

Edwards Group Holding Inc. multi-year trail

Edwards Group Holding Inc.'s plans moved -26.7% in assets from 2022 to 2024; this filing shows Edwards Group Holdings Inc. Employee Stock Ownership Plan at $851K / 77 participants.

#1,985
in Real Estate (5,057 peers)
+3.7%
assets growth YoY

Edwards Group Holdings Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Edwards Group Holdings Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$851,162 23rd percentile higher than 23% 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 Group Holdings Inc. Employee Stock Ownership Plan 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 Group Holdings Inc. Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 474352518 · Edwards Group Holding Inc. PY 2022 · ESOP

Edwards Group Holdings Inc. Employee Stock Ownership Plan · $851K · 77 · 23rd

  • IND $851K
  • IND 77
  • IND 23rd
  • IND ESOP
  • IND near Fire Island Ferries, Inc. Employee Stock Ownership Plan
  • IND ind #1985

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 What is an ESOP? → · Plans in South Carolina →

Edwards Group Holdings Inc. Employee Stock Ownership Plan in the asset neighbourhood

Edwards Group Holdings Inc. Employee Stock Ownership PlanEdwards Group Holdings Inc. …$851KFire Island Ferries, Inc. Employee Stock Ownership PlanFire Island Ferries, Inc. Em…$852KWeiler Engineering, Inc. Employee Stock Ownership PlanWeiler Engineering, Inc. Emp…$850KEvergreen Forest Products Employee Stock Ownership PlanEvergreen Forest Products Em…$849KSterling Refrigeration Inc. Employee Stock Ownership PlanSterling Refrigeration Inc. …$849K
End-of-year total assets ($M) among Edwards Group Holdings Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Edwards Group Holding Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Edwards Group Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$624K 26.730046689114413% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.85M $0.62M ▼ -27.1%
Year Plans Participants Total Assets
2022 1 77 $851K
2023 1 64 $548K
2024 1 94 $624K

Edwards Group Holding Inc. filing trail (2022)

Total Assets (Beginning of Year)$821K
Net Assets (End of Year)-$4M
Net Income$148K
Employer EIN474352518
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Edwards Group Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -200204060 Total assets ($M) Participants Edwards Group Holdings Inc. Employee Stock Ownership Plan, Total assets ($M): 0.851162 · Participants: 77Edwards Group Holdings Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Edwards Group Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Edwards Group Holdings Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Edwards Group Holdings Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Fire Island Ferries, Inc. Employee Stock Ownership Plan in NY ($852K); by covered participants it is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Group Holdings Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Edwards Group Holdings Inc. Employee Stock Ownership Plan edged up modestly - up 3.7% during 2022, from $821K to $851K. Reported net income was $148K.
How have Edwards Group Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwards Group Holding Inc.'s sponsor-wide assets declined 26.7%, from $851K to $624K.
Where does Edwards Group Holdings Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Edwards Group Holdings Inc. Employee Stock Ownership Plan ranks in the 23rd 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 ESOP plans are similar in size to Edwards Group Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fire Island Ferries, Inc. Employee Stock Ownership Plan in NY ($852K, 8 participants).
Which ESOP plans cover a similar participant headcount to Edwards Group Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ (77 participants, $10M 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 474352518.

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.