ESOP · DOL Form 5500 · 2023

Edge Auto Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
61
Participants Small participant base
52nd
Percentile by assets National rank
$122,044
Avg per participant Near avg balance/head
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Official DOL plan name: Edge Auto Employee Stock Ownership Plan · Sponsored by Edge Auto Inc · New York · Real Estate

$7M in assets, 61 participants

Edge Auto Inc's Edge Auto Employee Stock Ownership Plan reported $7M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,345 in Real Estate (4,727 peers)

Edge Auto Inc multi-year trail

Edge Auto Inc's plans moved +25.4% in assets from 2022 to 2024; this filing shows Edge Auto Employee Stock Ownership Plan at $7M / 61 participants.

#3,345
in Real Estate (4,727 peers)
-8.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edge Auto Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Edge Auto Employee Stock Ownership Plan vs every filed plan by assets

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

$7,444,700 Top 48% higher than 52% 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

Edge Auto Employee Stock Ownership 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. Edge Auto Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edge Auto Employee Stock Ownership Plan reported net income rose from -$59M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Edge Auto Employee Stock Ownership Plan reported participants rose from 54 in the plan year 2022 filing to 61 in the plan year 2023 filing.
  • Edge Auto Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593836156 · Edge Auto Inc PY 2023 · ESOP

Edge Auto Employee Stock Ownership Plan · $7M · 61 · 52nd

  • 5500 $7M
  • ASSETS 61
  • PCT 52nd
  • EIN ESOP
  • RANK near Unity Holdings, Inc. ESOP
  • PHOTO ind #3345

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 What is an ESOP? → · Plans in New York →

Edge Auto Employee Stock Ownership Plan in the asset neighbourhood

W.E.T., Inc. Employee Stock Ownership Plan and TrustW.E.T., Inc. Employee Stock …$7MMulkey Enterprises, Inc. Employee Stock Ownership PlanMulkey Enterprises, Inc. Emp…$7MEdge Auto Employee Stock Ownership PlanEdge Auto Employee Stock Own…$7MUnity Holdings, Inc. ESOP$7MPatriot Framing Employee Stock Ownership PlanPatriot Framing Employee Sto…$7M
End-of-year total assets ($M) among Edge Auto Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Edge Auto Inc multi-year asset trail

Sponsor-wide plan assets over time

All Edge Auto Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 25.391398773006134% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.15M $10.2M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 54 $8M
2023 1 61 $7M
2024 1 50 $10M

Edge Auto Inc filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$61M
Net Income-$2M
Employer EIN593836156
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Edge Auto Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Edge Auto Employee Stock Ownership Plan, Total assets ($M): 7.4447 · Participants: 61Edge Auto Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Edge Auto Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Edge Auto Employee Stock Ownership Plan side-by-side with 3 peers →

Edge Auto Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Unity Holdings, Inc. ESOP in WI ($7M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Edge Auto Employee Stock Ownership Plan assets move in 2023? ▼
Edge Auto Employee Stock Ownership Plan pulled back noticeably - down 8.7% during 2023, from $8M to $7M. Reported net income was -$2M.
How have Edge Auto Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edge Auto Inc's sponsor-wide assets grew 25.4%, from $8M to $10M.
Which ESOP plans are similar in size to Edge Auto Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Unity Holdings, Inc. ESOP in WI ($7M, 64 participants).
Which ESOP plans cover a similar participant headcount to Edge Auto Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 593836156.

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.