401(k) · DOL Form 5500 · 2023

Edfinancial Services, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
864
Participants Near avg headcount
76th
Percentile by assets National rank
$27,568
Avg per participant Low balance/head
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Official DOL plan name: Edfinancial Services, LLC 401(k) Plan · Sponsored by Edfinancial Services, LLC · Tennessee · Other Services

$24M in assets, 864 participants

Edfinancial Services, LLC's Edfinancial Services, LLC 401(k) Plan reported $24M in total assets and 864 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,849 in Other Services (7,857 peers)

Where Edfinancial Services, LLC 401(k) Plan sits by assets

Edfinancial Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 864 participants (~$27,568/participant), up 23.4% in 2023.

#6,849
in Other Services (7,857 peers)
+23.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Edfinancial Services, LLC 401(k) Plan's outsized position by total assets

Edfinancial Services, LLC 401(k) Plan vs every filed plan by assets

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

$23,818,439 Top 24% higher than 76% 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

Edfinancial Services, LLC 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. Edfinancial Services, LLC 401(k) Plan sits mid-pack in the medium band (864 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edfinancial Services, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Edfinancial Services, LLC 401(k) Plan reported participants rose from 564 in the plan year 2022 filing to 864 in the plan year 2023 filing.
  • Edfinancial Services, LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205316278 · Edfinancial Services, LLC PY 2023 · 401(k)

Edfinancial Services, LLC 401(k) Plan · $24M · 864 · 76th

  • BOOK $24M
  • VS-ST 864
  • BOY 76th
  • SCH 401(k)
  • EBSA near Janover, LLC 401(k) Plan
  • PART ind #6849

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 Other Services retirement plans → · Plans in Tennessee →

Edfinancial Services, LLC 401(k) Plan in the asset neighbourhood

Edfinancial Services, LLC 401(k) PlanEdfinancial Services, LLC 40…$24MJanover, LLC 401(k) Plan$24MClearstead Advisors 401(k) Retirement PlanClearstead Advisors 401(k) R…$24MColor-Art Palette, Inc. Employees Profit Sharing PlanColor-Art Palette, Inc. Empl…$24MTwin Cities Eye Consultants 401(k) PlanTwin Cities Eye Consultants …$24M
End-of-year total assets ($M) among Edfinancial Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN205316278
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edfinancial Services, LLC)

Sponsor-wide plan assets over time

All Edfinancial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.36006158312723% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $29.4M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 564 $19M
2023 1 864 $24M
2024 1 1,346 $29M

Nearby 401(k) Plans in Tennessee

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

Edfinancial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Edfinancial Services, LLC 401(k) Plan, Total assets ($B): 0.023818439 · Participants: 864Edfinancial Services, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Edfinancial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Edfinancial Services, LLC 401(k) Plan side-by-side with 3 peers →

Edfinancial Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Janover, LLC 401(k) Plan in NY ($24M); by covered participants it is Daiohs U.S.a., Inc 401(k) Savings and Profit Sharing Plan in IL (864 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (864 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 Edfinancial Services, LLC 401(k) Plan assets move in 2023? ▼
Edfinancial Services, LLC 401(k) Plan grew sharply - up 23.4% during 2023, from $19M to $24M. Reported net income was $5M.
How have Edfinancial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edfinancial Services, LLC's sponsor-wide assets grew 52.4%, from $19M to $29M.
Where does Edfinancial Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Edfinancial Services, LLC 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Edfinancial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Janover, LLC 401(k) Plan in NY ($24M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Edfinancial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daiohs U.S.a., Inc 401(k) Savings and Profit Sharing Plan in IL (864 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 205316278.

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.