401(k) · DOL Form 5500 · 2023

Edwards Falls & Renegar PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
33rd
Percentile by assets National rank
$272,325
Avg per participant High balance/head
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Official DOL plan name: Edwards Falls & Renegar Employees Profit Sharing P · Sponsored by Edwards Falls & Renegar PLLC · North Carolina · Professional & Technical Services

$2M in assets, 9 participants

Edwards Falls & Renegar PLLC's Edwards Falls & Renegar Employees Profit Sharing P reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,961 in Professional & Technical Services (20,321 peers)

Edwards Falls & Renegar PLLC multi-year trail

Edwards Falls & Renegar PLLC's plans moved +25.9% in assets from 2022 to 2024; this filing shows Edwards Falls & Renegar Employees Profit Sharing P at $2M / 9 participants.

#5,961
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY

Edwards Falls & Renegar Employees Profit Sharing P among the smaller filed plans by assets

Edwards Falls & Renegar Employees Profit Sharing P vs every filed plan by assets

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

$2,450,921 33rd percentile higher than 33% 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

Edwards Falls & Renegar Employees Profit Sharing P among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwards Falls & Renegar Employees Profit Sharing P is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edwards Falls & Renegar Employees Profit Sharing P reported net income rose from -$385K in the plan year 2022 filing to $480K in the plan year 2023 filing.
  • Edwards Falls & Renegar Employees Profit Sharing P end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Edwards Falls & Renegar Employees Profit Sharing P reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561534005 · Edwards Falls & Renegar PLLC PY 2023 · 401(k)

Edwards Falls & Renegar Employees Profit Sharing P · $2M · 9 · 33rd

  • RANK $2M
  • PHOTO 9
  • IND 33rd
  • EOY 401(k)
  • 5500 near Frank Graziano, Dds Profit Sharing Plan
  • ASSETS ind #5961

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Edwards Falls & Renegar Employees Profit Sharing P in the asset neighbourhood

Edwards Falls & Renegar Employees Profit Sharing PEdwards Falls & Renegar Empl…$2MFrank Graziano, Dds Profit Sharing PlanFrank Graziano, Dds Profit S…$2MIcentris, Inc 401(k) Plan$2MCreative Foods Corporation 401(k) Profit Sharing PlanCreative Foods Corporation 4…$2MKenneth Nicholas & Associates Plan & TrustKenneth Nicholas & Associate…$2M
End-of-year total assets ($M) among Edwards Falls & Renegar Employees Profit Sharing P and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Edwards Falls & Renegar PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Edwards Falls & Renegar PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.94007803431887% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.02M $2.55M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 9 $2M
2024 1 8 $3M

Edwards Falls & Renegar PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$480K
Employer EIN561534005
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Edwards Falls & Renegar Employees Profit Sharing P vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Edwards Falls & Renegar Employees Profit Sharing P, Total assets ($B): 0.002450921 · Participants: 9Edwards Falls & Renegar Employees Profit Sharing PThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Edwards Falls & Renegar Employees Profit Sharing P vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Edwards Falls & Renegar Employees Profit Sharing P side-by-side with 3 peers →

Edwards Falls & Renegar Employees Profit Sharing P's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Frank Graziano, Dds Profit Sharing Plan in NY ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Edwards Falls & Renegar Employees Profit Sharing P assets move in 2023? ▼
Edwards Falls & Renegar Employees Profit Sharing P grew sharply - up 21.3% during 2023, from $2M to $2M. Reported net income was $480K.
How have Edwards Falls & Renegar PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwards Falls & Renegar PLLC's sponsor-wide assets grew 25.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Edwards Falls & Renegar Employees Profit Sharing P? ▼
Among 401(k) plans in other states, the closest by assets is Frank Graziano, Dds Profit Sharing Plan in NY ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Edwards Falls & Renegar Employees Profit Sharing P? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 561534005.

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.