401(k) · DOL Form 5500 · 2023

Edwards, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
356
Participants Below avg headcount
70th
Percentile by assets National rank
$47,906
Avg per participant Low balance/head
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Official DOL plan name: Edwards, Inc. Savings Plus Plan · Sponsored by Edwards, Inc. · North Carolina · Construction

$17M in assets, 356 participants

Edwards, Inc.'s Edwards, Inc. Savings Plus Plan reported $17M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,170 in Construction (9,030 peers)

Coverage in North Carolina

Edwards, Inc. Savings Plus Plan covers 356 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

#6,170
in Construction (9,030 peers)
+17.9%
assets growth YoY

Edwards, Inc. Savings Plus Plan's outsized position by total assets

Edwards, Inc. Savings Plus Plan vs every filed plan by assets

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

$17,054,678 Top 30% higher than 70% 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, Inc. Savings Plus Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwards, Inc. Savings Plus Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edwards, Inc. Savings Plus Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Edwards, Inc. Savings Plus Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Edwards, Inc. Savings Plus Plan reported participants fell from 372 in the plan year 2022 filing to 356 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561429918 · Edwards, Inc. PY 2023 · 401(k)

Edwards, Inc. Savings Plus Plan · $17M · 356 · 70th

  • PHOTO $17M
  • PHOTO 356
  • PHOTO 70th
  • PHOTO 401(k)
  • PHOTO near Tremec Corporation 401(k) Plan
  • PHOTO ind #6170

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 Construction retirement plans → · Plans in North Carolina →

Edwards, Inc. Savings Plus Plan in the asset neighbourhood

Edwards, Inc. Savings Plus PlanEdwards, Inc. Savings Plus P…$17MTremec Corporation 401(k) PlanTremec Corporation 401(k) Pl…$17MTastefully Simple, Inc. 401(k) Plan & TrustTastefully Simple, Inc. 401(…$17MSundance Institute 401(k) Retirement PlanSundance Institute 401(k) Re…$17MPackaging Services of Maryland, Inc. 401(k) PlanPackaging Services of Maryla…$17M
End-of-year total assets ($M) among Edwards, Inc. Savings Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN561429918
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edwards, Inc.)

Sponsor-wide plan assets over time

All Edwards, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.56993868428154% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.5M $19.2M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 372 $14M
2023 1 356 $17M
2024 1 399 $19M

Nearby 401(k) Plans in North Carolina

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

Edwards, Inc. Savings Plus Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Edwards, Inc. Savings Plus Plan, Total assets ($B): 0.017054678 · Participants: 356Edwards, Inc. Savings Plus PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Edwards, Inc. Savings Plus Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Edwards, Inc. Savings Plus Plan side-by-side with 3 peers →

Edwards, Inc. Savings Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tremec Corporation 401(k) Plan in MI ($17M); by covered participants it is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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, Inc. Savings Plus Plan assets move in 2023? ▼
Edwards, Inc. Savings Plus Plan grew sharply - up 17.9% during 2023, from $14M to $17M. Reported net income was $3M.
How have Edwards, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwards, Inc.'s sponsor-wide assets grew 32.6%, from $14M to $19M.
Which 401(k) plans are similar in size to Edwards, Inc. Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tremec Corporation 401(k) Plan in MI ($17M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Edwards, Inc. Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants, $32M 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 561429918.

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.