ESOP · DOL Form 5500 · 2023
Edwards Group Holding Inc. ESOP
Data updated 2026-08-25
- $548K
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $8,556
- Avg per participant Low balance/head
Official DOL plan name: Edwards Group Holdings Inc. Employee Stock Ownership Plan · Sponsored by Edwards Group Holding Inc. · South Carolina · Real Estate
$548K in assets, 64 participants
Edwards Group Holding Inc.'s Edwards Group Holdings Inc. Employee Stock Ownership Plan reported $548K in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #1,521 in Real Estate (4,727 peers)
Edwards Group Holding Inc. multi-year trail
Edwards Group Holding Inc.'s plans moved -26.7% in assets from 2022 to 2024; this filing shows Edwards Group Holdings Inc. Employee Stock Ownership Plan at $548K / 64 participants.
- #1,521
- in Real Estate (4,727 peers)
- -35.7%
- assets change YoY
The plan reported a net loss of $189K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Edwards Group Holdings Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Edwards Group Holdings Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$547,603 19th percentile higher than 19% 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
Edwards Group Holdings Inc. 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. Edwards Group Holdings Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edwards Group Holdings Inc. Employee Stock Ownership Plan reported net income fell from $148K in the plan year 2022 filing to -$189K in the plan year 2023 filing.
- Edwards Group Holdings Inc. Employee Stock Ownership Plan end-of-year assets fell from $851K in the plan year 2022 filing to $548K in the plan year 2023 filing.
- Edwards Group Holdings Inc. Employee Stock Ownership Plan reported participants fell from 77 in the plan year 2022 filing to 64 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 474352518 · Edwards Group Holding Inc. PY 2023 · ESOP
Edwards Group Holdings Inc. Employee Stock Ownership Plan · $548K · 64 · 19th
- BOY $548K
- SCH 64
- EBSA 19th
- PART ESOP
- TYPE near Coastline Electrical Construction, Inc. Employee Stock Ownership Plan
- NET ind #1521
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 South Carolina →
Edwards Group Holdings Inc. Employee Stock Ownership Plan in the asset neighbourhood
Edwards Group Holding Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Edwards Group Holding Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $624K 26.730046689114413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $851K |
| 2023 | 1 | 64 | $548K |
| 2024 | 1 | 94 | $624K |
Edwards Group Holding Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $851K |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | -$189K |
| Employer EIN | 474352518 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bonitz, Inc. Employee Stock Ownership Plan $62M · 342
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $23M · 50
- Synergi Employee Stock Ownership Plan $21M · 263
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
Edwards Group Holdings Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is Coastline Electrical Construction, Inc. Employee Stock Ownership Plan in NC ($548K); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($548K here).
Similar participant headcount
Nearest other-state filings by covered participants (64 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.