401(k) · DOL Form 5500 · 2023

Benjamin F. Edwards & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
703
Participants Below avg headcount
91st
Percentile by assets National rank
$138,480
Avg per participant Near avg balance/head
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Official DOL plan name: Benjamin F. Edwards & Co., Inc. 401(k) Plan · Sponsored by Benjamin F. Edwards & Co., Inc. · Missouri · Finance & Insurance

$97M in assets, 703 participants

Benjamin F. Edwards & Co., Inc.'s Benjamin F. Edwards & Co., Inc. 401(k) Plan reported $97M in total assets and 703 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,652 in Finance & Insurance (8,869 peers)

Where Benjamin F. Edwards & Co., Inc. 401(k) Plan sits by assets

Benjamin F. Edwards & Co., Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $97M for 703 participants (~$138,480/participant), up 31.7% in 2023.

#7,652
in Finance & Insurance (8,869 peers)
+31.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Benjamin F. Edwards & Co., Inc. 401(k) Plan's outsized position by total assets

Benjamin F. Edwards & Co., Inc. 401(k) Plan vs every filed plan by assets

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

$97,351,332 Top 9% higher than 91% 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

Benjamin F. Edwards & Co., Inc. 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. Benjamin F. Edwards & Co., Inc. 401(k) Plan sits mid-pack in the medium band (703 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benjamin F. Edwards & Co., Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Benjamin F. Edwards & Co., Inc. 401(k) Plan end-of-year assets rose from $74M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Benjamin F. Edwards & Co., Inc. 401(k) Plan reported participants rose from 645 in the plan year 2022 filing to 703 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263472087 · Benjamin F. Edwards & Co., Inc. PY 2023 · 401(k)

Benjamin F. Edwards & Co., Inc. 401(k) Plan · $97M · 703 · 91st

  • ASSETS $97M
  • PCT 703
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Assurity Life Insurance Company 401(k) Plan
  • IND ind #7652

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 Finance & Insurance retirement plans → · Plans in Missouri →

Benjamin F. Edwards & Co., Inc. 401(k) Plan in the asset neighbourhood

Retirement Savings at Velcro 401(k) PlanRetirement Savings at Velcro…$97MBenjamin F. Edwards & Co., Inc. 401(k) PlanBenjamin F. Edwards & Co., I…$97MAssurity Life Insurance Company 401(k) PlanAssurity Life Insurance Comp…$97MSan Diego County Credit Union Employees Salary Savings PlanSan Diego County Credit Unio…$97MImprivata, Inc. 401(k) Plan$97M
End-of-year total assets ($M) among Benjamin F. Edwards & Co., Inc. 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)$74M
Net Assets (End of Year)$97M
Net Income$23M
Employer EIN263472087
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benjamin F. Edwards & Co., Inc.)

Sponsor-wide plan assets over time

All Benjamin F. Edwards & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 69.94889663405438% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.9M $126M ▲ +69.9%
Year Plans Participants Total Assets
2022 1 645 $74M
2023 1 703 $97M
2024 1 706 $126M

Nearby 401(k) Plans in Missouri

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

Benjamin F. Edwards & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Benjamin F. Edwards & Co., Inc. 401(k) Plan, Total assets ($B): 0.097351332 · Participants: 703Benjamin F. Edwards & Co., Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Benjamin F. Edwards & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Benjamin F. Edwards & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Benjamin F. Edwards & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Assurity Life Insurance Company 401(k) Plan in NE ($97M); by covered participants it is Wtc Wend 401(k) Savings Plan in TN (703 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (703 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 Benjamin F. Edwards & Co., Inc. 401(k) Plan assets move in 2023? ▼
Benjamin F. Edwards & Co., Inc. 401(k) Plan surged - up 31.7% during 2023, from $74M to $97M. Reported net income was $23M.
How have Benjamin F. Edwards & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin F. Edwards & Co., Inc.'s sponsor-wide assets grew 69.9%, from $74M to $126M.
Where does Benjamin F. Edwards & Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Benjamin F. Edwards & Co., Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Benjamin F. Edwards & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Assurity Life Insurance Company 401(k) Plan in NE ($97M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Benjamin F. Edwards & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wtc Wend 401(k) Savings Plan in TN (703 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 263472087.

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.