401(k) · DOL Form 5500 · 2023
E.D. & F. Man Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 754
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $145,298
- Avg per participant Above avg balance/head
Official DOL plan name: E. D. & F. Man Holdings, Inc. Savings & Investment Plan · Sponsored by E.D. & F. Man Holdings, Inc. · Louisiana · Management of Enterprises
$110M in assets, 754 participants
E.D. & F. Man Holdings, Inc.'s E. D. & F. Man Holdings, Inc. Savings & Investment Plan reported $110M in total assets and 754 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #880 in Management of Enterprises (1,137 peers)
Where E. D. & F. Man Holdings, Inc. Savings & Investment Plan sits by assets
E. D. & F. Man Holdings, Inc. Savings & Investment Plan sits in the top 10% of all filed plans by assets, $110M for 754 participants (~$145,298/participant), down 2.7% in 2023.
- #880
- in Management of Enterprises (1,137 peers)
- -2.7%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
E. D. & F. Man Holdings, Inc. Savings & Investment Plan's outsized position by total assets
E. D. & F. Man Holdings, Inc. Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$109,554,769 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
E. D. & F. Man Holdings, Inc. Savings & Investment 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. E. D. & F. Man Holdings, Inc. Savings & Investment Plan sits mid-pack in the medium band (754 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- E. D. & F. Man Holdings, Inc. Savings & Investment Plan reported net income rose from -$17M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- E. D. & F. Man Holdings, Inc. Savings & Investment Plan reported participants fell from 797 in the plan year 2022 filing to 754 in the plan year 2023 filing.
- E. D. & F. Man Holdings, Inc. Savings & Investment Plan end-of-year assets fell from $113M in the plan year 2022 filing to $110M in the plan year 2023 filing.
DOL schedule card
Filing strip 134101062 · E.D. & F. Man Holdings, Inc. PY 2023 · 401(k)
E. D. & F. Man Holdings, Inc. Savings & Investment Plan · $110M · 754 · 92nd
- BOY $110M
- SCH 754
- EBSA 92nd
- PART 401(k)
- TYPE near Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan
- NET ind #880
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 Management of Enterprises retirement plans → · Plans in Louisiana →
E. D. & F. Man Holdings, Inc. Savings & Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | -$3M |
| Employer EIN | 134101062 |
| Plan Effective Date | 2000-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (E.D. & F. Man Holdings, Inc.)
Sponsor-wide plan assets over time
All E.D. & F. Man Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 3.98148801689772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 797 | $113M |
| 2023 | 1 | 754 | $110M |
| 2024 | 1 | 512 | $117M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
E. D. & F. Man Holdings, Inc. Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan in FL ($110M); by covered participants it is Agreliant Genetics 401(k) Retirement Plan in IN (754 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan (FL) $110M · 1,824
- Russel Metals Inc. U.S. Retirement Savings Plan (WI) $110M · 824
- Patriot Growth Insurance Services, LLC 401(k) Plan (PA) $110M · 1,622
- Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan (MI) $110M · 4,482
Similar participant headcount
Nearest other-state filings by covered participants (754 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.