401(k) · DOL Form 5500 · 2023

Price Edwards & Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
114
Participants Small participant base
66th
Percentile by assets National rank
$122,723
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Price Edwards & Company Savings & Retirement Plan · Sponsored by Price Edwards & Company · Oklahoma · Real Estate

$14M in assets, 114 participants

Price Edwards & Company's Price Edwards & Company Savings & Retirement Plan reported $14M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,855 in Real Estate (4,727 peers)

Coverage in Oklahoma

Price Edwards & Company Savings & Retirement Plan covers 114 participants in Oklahoma, about 15% of the average Oklahoma filer (state average ~760 per filing). Assets: $14M.

#3,855
in Real Estate (4,727 peers)
+6.0%
assets growth YoY

Price Edwards & Company Savings & Retirement Plan's mid-pack asset rank among Real Estate and all filers

Price Edwards & Company Savings & Retirement Plan vs every filed plan by assets

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

$13,990,428 Top 34% higher than 66% 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

Price Edwards & Company Savings & Retirement 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. Price Edwards & Company Savings & Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Price Edwards & Company Savings & Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $783K in the plan year 2023 filing.
  • Price Edwards & Company Savings & Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731322410 · Price Edwards & Company PY 2023 · 401(k)

Price Edwards & Company Savings & Retirement Plan · $14M · 114 · 66th

  • BOOK $14M
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  • BOOK near Dawn Foods Union Retirement Savings Plan
  • BOOK ind #3855

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 Real Estate retirement plans → · Plans in Oklahoma →

Price Edwards & Company Savings & Retirement Plan in the asset neighbourhood

Price Edwards & Company Savings & Retirement PlanPrice Edwards & Company Savi…$14MDawn Foods Union Retirement Savings PlanDawn Foods Union Retirement …$14MAceto US, LLC 401(k) Retirement PlanAceto US, LLC 401(k) Retirem…$14MThk Rhythm North America 401(k) PlanThk Rhythm North America 401…$14MSt. Anne's Credit Union 401(k) Retirement PlanSt. Anne's Credit Union 401(…$14M
End-of-year total assets ($M) among Price Edwards & Company Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$783K
Employer EIN731322410
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Price Edwards & Company)

Sponsor-wide plan assets over time

All Price Edwards & Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.873971341881937% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.2M $15.3M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 115 $13M
2023 1 114 $14M
2024 1 112 $15M

Nearby 401(k) Plans in Oklahoma

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

Price Edwards & Company Savings & Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Price Edwards & Company Savings & Retirement Plan, Total assets ($B): 0.013990428 · Participants: 114Price Edwards & Company Savings & Retirement 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
Price Edwards & Company Savings & Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Price Edwards & Company Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Dawn Foods Union Retirement Savings Plan in MI ($14M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Price Edwards & Company Savings & Retirement Plan assets move in 2023?
Price Edwards & Company Savings & Retirement Plan grew at a solid clip - up 6.0% during 2023, from $13M to $14M. Reported net income was $783K.
How have Price Edwards & Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Price Edwards & Company's sponsor-wide assets grew 15.9%, from $13M to $15M.
Which 401(k) plans are similar in size to Price Edwards & Company Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Dawn Foods Union Retirement Savings Plan in MI ($14M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Price Edwards & Company Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A in assets).