401(k) · DOL Form 5500 · 2023
Edward Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $124,855
- Avg per participant Near avg balance/head
Official DOL plan name: Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Edward Enterprises, Inc. · Hawaii · Manufacturing
$7M in assets, 60 participants
Edward Enterprises, Inc.'s Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported $7M in total assets and 60 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.
- #6,938 in Manufacturing (18,722 peers)
2023 asset change
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan pulled back noticeably 9.3% in 2023 ($8M → $7M) for 60 participants.
- #6,938
- in Manufacturing (18,722 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $774K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,491,282 Top 48% higher than 52% 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
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) 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. Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported net income fell from $324K in the plan year 2022 filing to -$774K in the plan year 2023 filing.
- Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported participants fell from 67 in the plan year 2022 filing to 60 in the plan year 2023 filing.
- Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 990091324 · Edward Enterprises, Inc. PY 2023 · 401(k)
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · $7M · 60 · 52nd
- EOY $7M
- 5500 60
- ASSETS 52nd
- PCT 401(k)
- EIN near Tyree 401(k) Plan
- RANK ind #6938
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 Manufacturing retirement plans → · Plans in Hawaii →
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Edward Enterprises, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Edward Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 3.2060636956307778% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $8M |
| 2023 | 1 | 60 | $7M |
| 2024 | 1 | 54 | $9M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$774K |
| Employer EIN | 990091324 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
Edward Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Tyree 401(k) Plan in OR ($7M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Tyree 401(k) Plan (OR) $7M · 220
- Alleguard 401(k) Profit Sharing Plan (TN) $7M · 803
- Framestore Inc. 401(k) Plan (NY) $7M · 291
- Grand Traverse Resort and Spa Retirement Plan (MI) $7M · 598
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust (LA) 60 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 60 · 0 off
- Client Resources, Inc. 401(k) Profit Sharing Plan (NE) 60 · 0 off
- Bank of Cherokee County 401(k) Retirement Plan (OK) 60 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.