401(k) · DOL Form 5500 · 2023

Edf Investment, Inc. 401(k) Plan

Data updated 2026-08-25

$353K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$117,805
Avg per participant Below avg balance/head
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Official DOL plan name: Edf Investment, Inc. 401(k) Plan · Sponsored by Edf Investment, Inc. · Georgia · Food Services & Accommodation

$353K in assets, 3 participants

Edf Investment, Inc.'s Edf Investment, Inc. 401(k) Plan reported $353K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,540 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Edf Investment, Inc. 401(k) Plan ranks #1,540 of 3,828 2023 filers by assets (5536% of the sector average)-$353K for 3 participants.

#1,540
in Food Services & Accommodation (3,828 peers)
+45.3%
assets growth YoY

Edf Investment, Inc. 401(k) Plan among the smaller filed plans by assets

Edf Investment, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$353,414 15th percentile higher than 15% of 127,068 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 2023

Edf Investment, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edf Investment, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edf Investment, Inc. 401(k) Plan reported net income rose from $60K in the plan year 2022 filing to $110K in the plan year 2023 filing.
  • Edf Investment, Inc. 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Edf Investment, Inc. 401(k) Plan end-of-year assets rose from $243K in the plan year 2022 filing to $353K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 824125741 · Edf Investment, Inc. PY 2023 · 401(k)

Edf Investment, Inc. 401(k) Plan · $353K · 3 · 15th

  • PCT $353K
  • PCT 3
  • PCT 15th
  • PCT 401(k)
  • PCT near Tch, Inc. 401(k) Plan
  • PCT ind #1540

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 Food Services & Accommodation retirement plans → · Plans in Georgia →

Edf Investment, Inc. 401(k) Plan in the asset neighbourhood

Edf Investment, Inc. 401(k) PlanEdf Investment, Inc. 401(k) …$353KTch, Inc. 401(k) Plan$353KSev Enterprises 401(k)$353KMcc Fabrication Inc 401(k) PlanMcc Fabrication Inc 401(k) P…$353KCullman Heart and Urgent Care, PC 401(k) Profit Sharing Retirement PlanCullman Heart and Urgent Car…$354K
End-of-year total assets ($M) among Edf Investment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$243K
Net Assets (End of Year)$353K
Net Income$110K
Employer EIN824125741
Plan Effective Date2018-08-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Edf Investment, Inc.)

Sponsor-wide plan assets over time

All Edf Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$329K 35.19258765761097% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.24M $0.33M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 2 $243K
2023 1 3 $353K
2024 1 3 $329K

Nearby 401(k) Plans in Georgia

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

Edf Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Edf Investment, Inc. 401(k) Plan, Total assets ($B): 0.000353414 · Participants: 3Edf Investment, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Edf Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Edf Investment, Inc. 401(k) Plan side-by-side with 3 peers →

Edf Investment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Tch, Inc. 401(k) Plan in IL ($353K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($353K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edf Investment, Inc. 401(k) Plan assets move in 2023? ▼
Edf Investment, Inc. 401(k) Plan surged - up 45.3% during 2023, from $243K to $353K. Reported net income was $110K.
How have Edf Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edf Investment, Inc.'s sponsor-wide assets grew 35.2%, from $243K to $329K.
Where does Edf Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Edf Investment, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Edf Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tch, Inc. 401(k) Plan in IL ($353K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Edf Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824125741.

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.