401(k) · DOL Form 5500 · 2022

Edward Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
67
Participants Small participant base
61st
Percentile by assets National rank
$123,290
Avg per participant Near avg balance/head
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Official DOL plan name: Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Edward Enterprises, Inc. · Hawaii · Manufacturing

$8M in assets, 67 participants

Edward Enterprises, Inc.'s Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported $8M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,727 in Manufacturing (20,602 peers)

What the 2022 filing shows

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan holds $8M for 67 participants - about $123,290 per participant, above the median plan by assets.

#9,727
in Manufacturing (20,602 peers)
+4.1%
assets growth YoY

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$8,260,441 Top 39% higher than 61% 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

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) 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. Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 990091324 · Edward Enterprises, Inc. PY 2022 · 401(k)

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · $8M · 67 · 61st

  • TYPE $8M
  • NET 67
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near The Lenders Protection Employee 401(k) Plan
  • SCH ind #9727

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 Manufacturing retirement plans → · Plans in Hawaii →

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) PlanEdward Enterprises, Inc. Emp…$8MThe Lenders Protection Employee 401(k) PlanThe Lenders Protection Emplo…$8MRayser Holdings, Inc. 401(k) Retirement PlanRayser Holdings, Inc. 401(k)…$8MTpc 401(k) Plan$8MVeltri, Inc. 401(k) Savings PlanVeltri, Inc. 401(k) Savings …$8M
End-of-year total assets ($M) among Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$324K
Employer EIN990091324
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward Enterprises, Inc.)

Sponsor-wide plan assets over time

All Edward Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 3.2060636956307778% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $8.26M $8.53M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 67 $8M
2023 1 60 $7M
2024 1 54 $9M

Nearby 401(k) Plans in Hawaii

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

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.008260441 · Participants: 67Edward Enterprises, Inc. Employee Stock Ownership and 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is The Lenders Protection Employee 401(k) Plan in TX ($8M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan assets move in 2022? ▼
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan edged up modestly - up 4.1% during 2022, from $8M to $8M. Reported net income was $324K.
How have Edward Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward Enterprises, Inc.'s sponsor-wide assets grew 3.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lenders Protection Employee 401(k) Plan in TX ($8M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M 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 990091324.

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.