401(k) · DOL Form 5500 · 2023

A.C. Edwards, Inc. Dba Edwards and Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
36
Participants Small participant base
45th
Percentile by assets National rank
$143,641
Avg per participant Near avg balance/head
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Official DOL plan name: Edwards and Company Retirement Savings Plan · Sponsored by A.C. Edwards, Inc. Dba Edwards and Company · New York · Finance & Insurance

$5M in assets, 36 participants

A.C. Edwards, Inc. Dba Edwards and Company's Edwards and Company Retirement Savings Plan reported $5M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,834 in Finance & Insurance (8,869 peers)

A.C. Edwards, Inc. Dba Edwards and Company multi-year trail

A.C. Edwards, Inc. Dba Edwards and Company's plans moved +17.7% in assets from 2022 to 2024; this filing shows Edwards and Company Retirement Savings Plan at $5M / 36 participants.

#2,834
in Finance & Insurance (8,869 peers)
+2.4%
assets growth YoY

Edwards and Company Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Edwards and Company Retirement Savings Plan vs every filed plan by assets

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

$5,171,065 45th percentile higher than 45% 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

Edwards and Company Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwards and Company Retirement Savings Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edwards and Company Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $122K in the plan year 2023 filing.
  • Edwards and Company Retirement Savings Plan reported participants fell from 39 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Edwards and Company Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 110707930 · A.C. Edwards, Inc. Dba Edwards and Company PY 2023 · 401(k)

Edwards and Company Retirement Savings Plan · $5M · 36 · 45th

  • EBSA $5M
  • PART 36
  • TYPE 45th
  • NET 401(k)
  • BOOK near Western Vascular Institute, PLLC 401(k) Profit Sharing Plan
  • VS-ST ind #2834

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 New York →

Edwards and Company Retirement Savings Plan in the asset neighbourhood

Edwards and Company Retirement Savings PlanEdwards and Company Retireme…$5MWestern Vascular Institute, PLLC 401(k) Profit Sharing PlanWestern Vascular Institute, …$5MThe Hardy Group Savings Plan and TrustThe Hardy Group Savings Plan…$5MArbor Management, Inc. Employee's Retirement/Saving PlanArbor Management, Inc. Emplo…$5MCoast Sign, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Edwards and Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

A.C. Edwards, Inc. Dba Edwards and Company multi-year asset trail

Sponsor-wide plan assets over time

All A.C. Edwards, Inc. Dba Edwards and Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.65615289276331% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.05M $5.94M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 39 $5M
2023 1 36 $5M
2024 1 33 $6M

A.C. Edwards, Inc. Dba Edwards and Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$122K
Employer EIN110707930
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Edwards and Company Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Edwards and Company Retirement Savings Plan, Total assets ($B): 0.005171065 · Participants: 36Edwards and Company Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Edwards and Company Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Edwards and Company Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Western Vascular Institute, PLLC 401(k) Profit Sharing Plan in AZ ($5M); by covered participants it is Klink Equipment, LLC Retirement Plan in WI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Edwards and Company Retirement Savings Plan assets move in 2023? ▼
Edwards and Company Retirement Savings Plan edged up modestly - up 2.4% during 2023, from $5M to $5M. Reported net income was $122K.
How have A.C. Edwards, Inc. Dba Edwards and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.C. Edwards, Inc. Dba Edwards and Company's sponsor-wide assets grew 17.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Edwards and Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Vascular Institute, PLLC 401(k) Profit Sharing Plan in AZ ($5M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Edwards and Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Klink Equipment, LLC Retirement Plan in WI (36 participants, $2M 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 110707930.

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.