401(k) · DOL Form 5500 · 2023

James Edward & Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
341
Participants Below avg headcount
53rd
Percentile by assets National rank
$22,780
Avg per participant Low balance/head
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Official DOL plan name: James Edward & Companies, Inc. 401(k) Plan · Sponsored by James Edward & Companies, Inc. · Texas · Professional & Technical Services

$8M in assets, 341 participants

James Edward & Companies, Inc.'s James Edward & Companies, Inc. 401(k) Plan reported $8M in total assets and 341 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,484 in Professional & Technical Services (20,321 peers)

Coverage in Texas

James Edward & Companies, Inc. 401(k) Plan covers 341 participants in Texas, about 50% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#10,484
in Professional & Technical Services (20,321 peers)
+20.2%
assets growth YoY

James Edward & Companies, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

James Edward & Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$7,767,839 Top 47% higher than 53% 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

James Edward & Companies, Inc. 401(k) 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. James Edward & Companies, Inc. 401(k) Plan sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Edward & Companies, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • James Edward & Companies, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • James Edward & Companies, Inc. 401(k) Plan reported participants rose from 291 in the plan year 2022 filing to 341 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760438110 · James Edward & Companies, Inc. PY 2023 · 401(k)

James Edward & Companies, Inc. 401(k) Plan · $8M · 341 · 53rd

  • 5500 $8M
  • 5500 341
  • 5500 53rd
  • 5500 401(k)
  • 5500 near Island Kinetics, Inc. 401(k) Plan
  • 5500 ind #10484

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 Texas →

James Edward & Companies, Inc. 401(k) Plan in the asset neighbourhood

James Edward & Companies, Inc. 401(k) PlanJames Edward & Companies, In…$8MIsland Kinetics, Inc. 401(k) PlanIsland Kinetics, Inc. 401(k)…$8MBrinkman 401(k) Plan$8MHinds Instruments, Inc. 401(k) Profit Sharing PlanHinds Instruments, Inc. 401(…$8MZimmer Great Lakes 401(k) PlanZimmer Great Lakes 401(k) Pl…$8M
End-of-year total assets ($M) among James Edward & Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN760438110
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Edward & Companies, Inc.)

Sponsor-wide plan assets over time

All James Edward & Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.1681237557228% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.46M $9.19M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 291 $6M
2023 1 341 $8M
2024 1 360 $9M

Nearby 401(k) Plans in Texas

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

James Edward & Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants James Edward & Companies, Inc. 401(k) Plan, Total assets ($B): 0.007767839 · Participants: 341James Edward & Companies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
James Edward & Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare James Edward & Companies, Inc. 401(k) Plan side-by-side with 3 peers →

James Edward & Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Island Kinetics, Inc. 401(k) Plan in AZ ($8M); by covered participants it is Boys & Girls Clubs of Delaware Inc. Retirement Plan in DE (341 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 (341 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 James Edward & Companies, Inc. 401(k) Plan assets move in 2023? ▼
James Edward & Companies, Inc. 401(k) Plan grew sharply - up 20.2% during 2023, from $6M to $8M. Reported net income was $1M.
How have James Edward & Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Edward & Companies, Inc.'s sponsor-wide assets grew 42.2%, from $6M to $9M.
Which 401(k) plans are similar in size to James Edward & Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Island Kinetics, Inc. 401(k) Plan in AZ ($8M, 132 participants).
Which 401(k) plans cover a similar participant headcount to James Edward & Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boys & Girls Clubs of Delaware Inc. Retirement Plan in DE (341 participants, $9M 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 760438110.

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.