401(k) · DOL Form 5500 · 2023

Edmonton Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
174
Participants Small participant base
58th
Percentile by assets National rank
$56,626
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edmonton Bancshares 401(k) Plan · Sponsored by Edmonton Bancshares, Inc. · Kentucky · Finance & Insurance

$10M in assets, 174 participants

Edmonton Bancshares, Inc.'s Edmonton Bancshares 401(k) Plan reported $10M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,821 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

Edmonton Bancshares 401(k) Plan covers 174 participants in Kentucky, about 27% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#3,821
in Finance & Insurance (8,869 peers)
+25.4%
assets growth YoY

Edmonton Bancshares 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Edmonton Bancshares 401(k) Plan vs every filed plan by assets

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

$9,852,858 Top 42% higher than 58% 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

Edmonton Bancshares 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. Edmonton Bancshares 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edmonton Bancshares 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Edmonton Bancshares 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Edmonton Bancshares 401(k) Plan reported participants rose from 147 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611024153 · Edmonton Bancshares, Inc. PY 2023 · 401(k)

Edmonton Bancshares 401(k) Plan · $10M · 174 · 58th

  • PART $10M
  • PART 174
  • PART 58th
  • PART 401(k)
  • PART near Mjo Industries 401(k) Plan
  • PART ind #3821

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 Kentucky →

Edmonton Bancshares 401(k) Plan in the asset neighbourhood

Edmonton Bancshares 401(k) PlanEdmonton Bancshares 401(k) P…$10MMjo Industries 401(k) Plan$10MHydrometrics, Inc. 401(k) PlanHydrometrics, Inc. 401(k) Pl…$10MHydro-Air Components, Inc. 401(k) Profit Sharing PlanHydro-Air Components, Inc. 4…$10MOpen Space Labs, Inc. 401(k) PlanOpen Space Labs, Inc. 401(k)…$10M
End-of-year total assets ($M) among Edmonton Bancshares 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN611024153
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edmonton Bancshares, Inc.)

Sponsor-wide plan assets over time

All Edmonton Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.450489626382755% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.86M $10.4M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 147 $8M
2023 1 174 $10M
2024 1 186 $10M

Nearby 401(k) Plans in Kentucky

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

Edmonton Bancshares 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Edmonton Bancshares 401(k) Plan, Total assets ($B): 0.009852858 · Participants: 174Edmonton Bancshares 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Edmonton Bancshares 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Edmonton Bancshares 401(k) Plan side-by-side with 3 peers →

Edmonton Bancshares 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mjo Industries 401(k) Plan in OH ($10M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Edmonton Bancshares 401(k) Plan assets move in 2023? ▼
Edmonton Bancshares 401(k) Plan grew sharply - up 25.4% during 2023, from $8M to $10M. Reported net income was $2M.
How have Edmonton Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edmonton Bancshares, Inc.'s sponsor-wide assets grew 32.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Edmonton Bancshares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mjo Industries 401(k) Plan in OH ($10M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Edmonton Bancshares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 611024153.

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.