401(k) · DOL Form 5500 · 2024

Edg Associates Inc. 401(k) Plan

Data updated 2026-08-25

$620K
Total assets Small plan by assets
9
Participants Small participant base
19th
Percentile by assets National rank
$68,905
Avg per participant Below avg balance/head
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Official DOL plan name: Edg Associates, Inc. 401(k) Plan · Sponsored by Edg Associates Inc. · Ohio · Manufacturing

$620K in assets, 9 participants

Edg Associates Inc.'s Edg Associates, Inc. 401(k) Plan reported $620K in total assets and 9 participants in its 2024 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.

  • #1,356 in Manufacturing (17,777 peers)

2024 asset change

Edg Associates, Inc. 401(k) Plan declined sharply 19.5% in 2024 ($770K → $620K) for 9 participants.

#1,356
in Manufacturing (17,777 peers)
-19.5%
assets change YoY

The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edg Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Edg Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$620,144 19th percentile higher than 19% of 123,620 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 2024

Edg Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edg Associates, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edg Associates, Inc. 401(k) Plan reported net income fell from $200K in the plan year 2023 filing to -$150K in the plan year 2024 filing.
  • Edg Associates, Inc. 401(k) Plan end-of-year assets fell from $770K in the plan year 2023 filing to $620K in the plan year 2024 filing.
  • Edg Associates, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 844436141 · Edg Associates Inc. PY 2024 · 401(k)

Edg Associates, Inc. 401(k) Plan · $620K · 9 · 19th

  • TYPE $620K
  • NET 9
  • BOOK 19th
  • VS-ST 401(k)
  • BOY near Scl Corp. 401(k) Plan
  • SCH ind #1356

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 Ohio →

Edg Associates, Inc. 401(k) Plan in the asset neighbourhood

Edg Associates, Inc. 401(k) PlanEdg Associates, Inc. 401(k) …$620KScl Corp. 401(k) Plan$620KCtc Triangle (USA), LLC 401(k) PlanCtc Triangle (USA), LLC 401(…$620KGiltner Trucking, LLC 401(k) PlanGiltner Trucking, LLC 401(k)…$620KA J Smith Ins. Agency Retirement PlanA J Smith Ins. Agency Retire…$620K
End-of-year total assets ($M) among Edg Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Edg Associates Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Edg Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$620K 8.773529968919041% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.57M $0.62M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 8 $570K
2023 1 8 $770K
2024 1 9 $620K

2024 asset-move particulars

Total Assets (Beginning of Year)$770K
Net Assets (End of Year)$620K
Net Income-$150K
Employer EIN844436141
Plan Effective Date2020-01-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Edg Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Edg Associates, Inc. 401(k) Plan, Total assets ($B): 0.000620144 · Participants: 9Edg Associates, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Edg Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Edg Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Edg Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Scl Corp. 401(k) Plan in CO ($620K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($620K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edg Associates, Inc. 401(k) Plan assets move in 2024? ▼
Edg Associates, Inc. 401(k) Plan declined sharply - down 19.5% during 2024, from $770K to $620K. Reported net income was -$150K.
How have Edg Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edg Associates Inc.'s sponsor-wide assets grew 8.8%, from $570K to $620K.
Where does Edg Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Edg Associates, Inc. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Edg Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scl Corp. 401(k) Plan in CO ($620K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Edg Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844436141.

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.