401(k) · DOL Form 5500 · 2023

Edg, Inc. 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
375
Participants Below avg headcount
92nd
Percentile by assets National rank
$293,767
Avg per participant High balance/head
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Official DOL plan name: Edg, Inc. Employees Savings Trust · Sponsored by Edg, Inc. · Louisiana · Professional & Technical Services

$110M in assets, 375 participants

Edg, Inc.'s Edg, Inc. Employees Savings Trust reported $110M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,911 in Professional & Technical Services (20,321 peers)

Where Edg, Inc. Employees Savings Trust sits by assets

Edg, Inc. Employees Savings Trust sits in the top 10% of all filed plans by assets, $110M for 375 participants (~$293,767/participant), up 22.6% in 2023.

#18,911
in Professional & Technical Services (20,321 peers)
+22.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Edg, Inc. Employees Savings Trust's outsized position by total assets

Edg, Inc. Employees Savings Trust vs every filed plan by assets

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

$110,162,805 Top 8% higher than 92% 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

Edg, Inc. Employees Savings Trust 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. Edg, Inc. Employees Savings Trust sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edg, Inc. Employees Savings Trust reported net income rose from -$24M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Edg, Inc. Employees Savings Trust reported participants rose from 305 in the plan year 2022 filing to 375 in the plan year 2023 filing.
  • Edg, Inc. Employees Savings Trust end-of-year assets rose from $90M in the plan year 2022 filing to $110M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721087181 · Edg, Inc. PY 2023 · 401(k)

Edg, Inc. Employees Savings Trust · $110M · 375 · 92nd

  • EBSA $110M
  • PART 375
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Robinson Helicopter Company 401(k) Retirement Plan
  • VS-ST ind #18911

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Edg, Inc. Employees Savings Trust in the asset neighbourhood

Flatiron Health, Inc. Retirement TrustFlatiron Health, Inc. Retire…$110M401(k) Plan for Employees of Mississippi Lime Company401(k) Plan for Employees of…$110MEdg, Inc. Employees Savings TrustEdg, Inc. Employees Savings …$110MRobinson Helicopter Company 401(k) Retirement PlanRobinson Helicopter Company …$110MNorthwest Pipe Company 401(k) PlanNorthwest Pipe Company 401(k…$110M
End-of-year total assets ($M) among Edg, Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$110M
Net Income$20M
Employer EIN721087181
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edg, Inc.)

Sponsor-wide plan assets over time

All Edg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 36.81440756220285% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $89.9M $123M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 305 $90M
2023 1 375 $110M
2024 1 406 $123M

Nearby 401(k) Plans in Louisiana

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

Edg, Inc. Employees Savings Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Edg, Inc. Employees Savings Trust, Total assets ($B): 0.110162805 · Participants: 375Edg, Inc. Employees Savings TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Edg, Inc. Employees Savings Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Edg, Inc. Employees Savings Trust side-by-side with 3 peers →

Edg, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Robinson Helicopter Company 401(k) Retirement Plan in CA ($110M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($110M here).

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Edg, Inc. Employees Savings Trust assets move in 2023? ▼
Edg, Inc. Employees Savings Trust grew sharply - up 22.6% during 2023, from $90M to $110M. Reported net income was $20M.
How have Edg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edg, Inc.'s sponsor-wide assets grew 36.8%, from $90M to $123M.
Where does Edg, Inc. Employees Savings Trust rank by assets among Form 5500 filers? ▼
Edg, Inc. Employees Savings Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Edg, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Robinson Helicopter Company 401(k) Retirement Plan in CA ($110M, 1,092 participants).
Which 401(k) plans cover a similar participant headcount to Edg, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Schneider Mills Employees' Trust in NC (375 participants, $15M 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 721087181.

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.