401(k) · DOL Form 5500 · 2023

Educational Development Corp. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
105
Participants Small participant base
47th
Percentile by assets National rank
$54,153
Avg per participant Low balance/head
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Official DOL plan name: Educational Development Employee 401(k) Plan · Sponsored by Educational Development Corp. · Oklahoma · Information & Media

$6M in assets, 105 participants

Educational Development Corp.'s Educational Development Employee 401(k) Plan reported $6M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #875 in Information & Media (2,818 peers)

Coverage in Oklahoma

Educational Development Employee 401(k) Plan covers 105 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $6M.

#875
in Information & Media (2,818 peers)
-16.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Educational Development Employee 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Educational Development Employee 401(k) Plan vs every filed plan by assets

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

$5,686,071 47th percentile higher than 47% 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

Educational Development Employee 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. Educational Development Employee 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Educational Development Employee 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Educational Development Employee 401(k) Plan reported participants fell from 128 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Educational Development Employee 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730750007 · Educational Development Corp. PY 2023 · 401(k)

Educational Development Employee 401(k) Plan · $6M · 105 · 47th

  • PCT $6M
  • EIN 105
  • RANK 47th
  • PHOTO 401(k)
  • IND near Govstrive 401(k) Plan
  • EOY ind #875

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 Information & Media retirement plans → · Plans in Oklahoma →

Educational Development Employee 401(k) Plan in the asset neighbourhood

Educational Development Employee 401(k) PlanEducational Development Empl…$6MGovstrive 401(k) Plan$6MGps Dental 401(k) Plan$6M403(b) Thrift Plan for Employees of Eastern Panhandle Mental Health Center, Inc. Dba Eastridge Health Systems403(b) Thrift Plan for Emplo…$6MHowell's Motor Freight, Inc. 401(k) Profit Sharing PlanHowell's Motor Freight, Inc.…$6M
End-of-year total assets ($M) among Educational Development Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN730750007
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Development Corp.)

Sponsor-wide plan assets over time

All Educational Development Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.973011802349003% vs 2022
2023 filing year
$5.5M$6M$6.5M$7M 20222023 $6.77M $5.69M ▼ -16.0%
Year Plans Participants Total Assets
2022 1 128 $7M
2023 1 105 $6M

Nearby 401(k) Plans in Oklahoma

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

Educational Development Employee 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Educational Development Employee 401(k) Plan, Total assets ($B): 0.005686071 · Participants: 105Educational Development Employee 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Educational Development Employee 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Educational Development Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Govstrive 401(k) Plan in GA ($6M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Educational Development Employee 401(k) Plan assets move in 2023?
Educational Development Employee 401(k) Plan declined sharply - down 16.0% during 2023, from $7M to $6M. Reported net income was -$1M.
How have Educational Development Corp. plan assets changed over time?
Across 2 plan years on file (2022-2023), Educational Development Corp.'s sponsor-wide assets declined 16.0%, from $7M to $6M.
Which 401(k) plans are similar in size to Educational Development Employee 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Govstrive 401(k) Plan in GA ($6M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Educational Development Employee 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M in assets).