401(k) · DOL Form 5500 · 2023

Edf Trading North America, LLC 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
247
Participants Below avg headcount
89th
Percentile by assets National rank
$314,360
Avg per participant High balance/head
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Official DOL plan name: Edf Trading, N.a. 401(k) Plan · Sponsored by Edf Trading North America, LLC · Texas · Finance & Insurance

$78M in assets, 247 participants

Edf Trading North America, LLC's Edf Trading, N.a. 401(k) Plan reported $78M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,422 in Finance & Insurance (8,869 peers)

Coverage in Texas

Edf Trading, N.a. 401(k) Plan covers 247 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $78M.

#7,422
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Edf Trading, N.a. 401(k) Plan's outsized position by total assets

Edf Trading, N.a. 401(k) Plan vs every filed plan by assets

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

$77,646,864 Top 11% higher than 89% 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

Edf Trading, N.a. 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. Edf Trading, N.a. 401(k) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edf Trading, N.a. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Edf Trading, N.a. 401(k) Plan reported participants fell from 375 in the plan year 2022 filing to 247 in the plan year 2023 filing.
  • Edf Trading, N.a. 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $78M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 861065045 · Edf Trading North America, LLC PY 2023 · 401(k)

Edf Trading, N.a. 401(k) Plan · $78M · 247 · 89th

  • SCH $78M
  • SCH 247
  • SCH 89th
  • SCH 401(k)
  • SCH near Twist Bioscience Corporation 401(k) Plan
  • SCH ind #7422

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 Texas →

Edf Trading, N.a. 401(k) Plan in the asset neighbourhood

Bolthouse Farms, Inc. 401(k) Retirement PlanBolthouse Farms, Inc. 401(k)…$78MZeta Global Corp 401(k) Plan$78MEdf Trading, N.a. 401(k) Plan$78MTwist Bioscience Corporation 401(k) PlanTwist Bioscience Corporation…$78MVentas, Inc. 401(k) Profit Sharing PlanVentas, Inc. 401(k) Profit S…$78M
End-of-year total assets ($M) among Edf Trading, N.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$78M
Net Income$11M
Employer EIN861065045
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edf Trading North America, LLC)

Sponsor-wide plan assets over time

All Edf Trading North America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 34.192472598846635% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.6M $89.3M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 375 $67M
2023 1 247 $78M
2024 1 266 $89M

Nearby 401(k) Plans in Texas

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

Edf Trading, N.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Edf Trading, N.a. 401(k) Plan, Total assets ($B): 0.077646864 · Participants: 247Edf Trading, N.a. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Edf Trading, N.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Edf Trading, N.a. 401(k) Plan side-by-side with 3 peers →

Edf Trading, N.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Twist Bioscience Corporation 401(k) Plan in CA ($78M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Edf Trading, N.a. 401(k) Plan assets move in 2023? ▼
Edf Trading, N.a. 401(k) Plan grew sharply - up 16.6% during 2023, from $67M to $78M. Reported net income was $11M.
How have Edf Trading North America, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edf Trading North America, LLC's sponsor-wide assets grew 34.2%, from $67M to $89M.
Where does Edf Trading, N.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Edf Trading, N.a. 401(k) Plan ranks in the 89th 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 Edf Trading, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twist Bioscience Corporation 401(k) Plan in CA ($78M, 859 participants).
Which 401(k) plans cover a similar participant headcount to Edf Trading, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 participants, N/A 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 861065045.

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.