401(k) · DOL Form 5500 · 2022

Edf Trading North America, LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
375
Participants Below avg headcount
90th
Percentile by assets National rank
$177,530
Avg per participant Above avg balance/head
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Official DOL plan name: Edf Trading, N.a. 401(k) Plan · Sponsored by Edf Trading North America, LLC · Texas · Finance & Insurance

$67M in assets, 375 participants

Edf Trading North America, LLC's Edf Trading, N.a. 401(k) Plan reported $67M in total assets and 375 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,800 in Finance & Insurance (9,261 peers)

Where Edf Trading, N.a. 401(k) Plan sits by assets

Edf Trading, N.a. 401(k) Plan sits in the top 10% of all filed plans by assets, $67M for 375 participants (~$177,530/participant), down 12.9% in 2022.

#7,800
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edf Trading, N.a. 401(k) Plan's outsized position by total assets

Edf Trading, N.a. 401(k) Plan vs every filed plan by assets

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

$66,573,840 Top 10% higher than 90% 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

Edf Trading, N.a. 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. Edf Trading, N.a. 401(k) Plan sits mid-pack in the medium band (375 participants).

EBSA filing schedule strip

Filing strip 861065045 · Edf Trading North America, LLC PY 2022 · 401(k)

Edf Trading, N.a. 401(k) Plan · $67M · 375 · 90th

  • RANK $67M
  • RANK 375
  • RANK 90th
  • RANK 401(k)
  • RANK near Graham Profit Sharing Plan
  • RANK ind #7800

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 Finance & Insurance retirement plans → · Plans in Texas →

Edf Trading, N.a. 401(k) Plan in the asset neighbourhood

Salt River Materials Group 401(k) PlanSalt River Materials Group 4…$67MDeferred Savings Plan of the Penske CorporationDeferred Savings Plan of the…$67MEdf Trading, N.a. 401(k) Plan$67MGraham Profit Sharing Plan$67MCohen Milstein Sellers & Toll Profit Sharing and Retirement Savings PlanCohen Milstein Sellers & Tol…$67M
End-of-year total assets ($M) among Edf Trading, N.a. 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)$76M
Net Assets (End of Year)$67M
Net Income-$10M
Employer EIN861065045
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edf Trading North America, LLC)

Sponsor-wide plan assets over time

All Edf Trading North America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 34.192472598846635% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.6M $89.3M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 375 $67M
2023 1 247 $78M
2024 1 266 $89M

Nearby 401(k) Plans in Texas

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

Edf Trading, N.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Edf Trading, N.a. 401(k) Plan, Total assets ($B): 0.06657384 · Participants: 375Edf Trading, N.a. 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
Edf Trading, N.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Edf Trading, N.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Graham Profit Sharing Plan in CT ($67M); by covered participants it is Strand Development Company LLC 401(k) Plan in SC (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Edf Trading, N.a. 401(k) Plan assets move in 2022?
Edf Trading, N.a. 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $76M to $67M. Reported net income was -$10M.
How have Edf Trading North America, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Edf Trading North America, LLC's sponsor-wide assets grew 34.2%, from $67M to $89M.
Where does Edf Trading, N.a. 401(k) Plan rank by assets among Form 5500 filers?
Edf Trading, N.a. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Edf Trading, N.a. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Graham Profit Sharing Plan in CT ($67M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Edf Trading, N.a. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Strand Development Company LLC 401(k) Plan in SC (375 participants, $3M in assets).