401(k) · DOL Form 5500 · 2023

Edgygear Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
35th
Percentile by assets National rank
$250,636
Avg per participant Above avg balance/head
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Official DOL plan name: Edgygear Inc. 401 (K) Profit Sharing Plan · Sponsored by Edgygear Inc. · California · Wholesale Trade

$3M in assets, 11 participants

Edgygear Inc.'s Edgygear Inc. 401 (K) Profit Sharing Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,481 in Wholesale Trade (6,309 peers)

Edgygear Inc. multi-year trail

Edgygear Inc.'s plans moved +91.1% in assets from 2022 to 2024; this filing shows Edgygear Inc. 401 (K) Profit Sharing Plan at $3M / 11 participants.

#1,481
in Wholesale Trade (6,309 peers)
+54.3%
assets growth YoY

Edgygear Inc. 401 (K) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Edgygear Inc. 401 (K) Profit Sharing Plan vs every filed plan by assets

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

$2,756,994 35th percentile higher than 35% 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

Edgygear Inc. 401 (K) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgygear Inc. 401 (K) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edgygear Inc. 401 (K) Profit Sharing Plan reported net income rose from -$926K in the plan year 2022 filing to $970K in the plan year 2023 filing.
  • Edgygear Inc. 401 (K) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Edgygear Inc. 401 (K) Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205281756 · Edgygear Inc. PY 2023 · 401(k)

Edgygear Inc. 401 (K) Profit Sharing Plan · $3M · 11 · 35th

  • SCH $3M
  • EBSA 11
  • PART 35th
  • TYPE 401(k)
  • NET near Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan
  • BOOK ind #1481

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 Wholesale Trade retirement plans → · Plans in California →

Edgygear Inc. 401 (K) Profit Sharing Plan in the asset neighbourhood

Edgygear Inc. 401 (K) Profit Sharing PlanEdgygear Inc. 401 (K) Profit…$3MLou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit PlanLou Stafford Insurance Agenc…$3MSequans Communications Sa 401(k) PlanSequans Communications Sa 40…$3MKrystal Restaurants LLC 401(k) PlanKrystal Restaurants LLC 401(…$3MBulldog Automation 401(k) PlanBulldog Automation 401(k) Pl…$3M
End-of-year total assets ($M) among Edgygear Inc. 401 (K) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Edgygear Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Edgygear Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 91.12256201953741% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.79M $3.42M ▲ +91.1%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 11 $3M
2024 1 13 $3M

Edgygear Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$970K
Employer EIN205281756
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Edgygear Inc. 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Edgygear Inc. 401 (K) Profit Sharing Plan, Total assets ($B): 0.002756994 · Participants: 11Edgygear Inc. 401 (K) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Edgygear Inc. 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Edgygear Inc. 401 (K) Profit Sharing Plan side-by-side with 3 peers →

Edgygear Inc. 401 (K) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan in OR ($3M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Edgygear Inc. 401 (K) Profit Sharing Plan assets move in 2023? ▼
Edgygear Inc. 401 (K) Profit Sharing Plan surged - up 54.3% during 2023, from $2M to $3M. Reported net income was $970K.
How have Edgygear Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgygear Inc.'s sponsor-wide assets grew 91.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Edgygear Inc. 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit Plan in OR ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Edgygear Inc. 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M 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 205281756.

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.