401(k) · DOL Form 5500 · 2024

James Edward & Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
360
Participants Below avg headcount
54th
Percentile by assets National rank
$25,520
Avg per participant Low balance/head
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Official DOL plan name: James Edward & Companies, Inc. 401(k) Plan · Sponsored by James Edward & Companies, Inc. · Texas · Professional & Technical Services

$9M in assets, 360 participants

James Edward & Companies, Inc.'s James Edward & Companies, Inc. 401(k) Plan reported $9M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,519 in Professional & Technical Services (20,173 peers)

James Edward & Companies, Inc. multi-year trail

James Edward & Companies, Inc.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows James Edward & Companies, Inc. 401(k) Plan at $9M / 360 participants.

#10,519
in Professional & Technical Services (20,173 peers)
+18.3%
assets growth YoY

James Edward & Companies, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

James Edward & Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$9,187,025 Top 46% higher than 54% 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

James Edward & Companies, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Edward & Companies, Inc. 401(k) Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James Edward & Companies, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • James Edward & Companies, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • James Edward & Companies, Inc. 401(k) Plan reported participants rose from 341 in the plan year 2023 filing to 360 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760438110 · James Edward & Companies, Inc. PY 2024 · 401(k)

James Edward & Companies, Inc. 401(k) Plan · $9M · 360 · 54th

  • TYPE $9M
  • NET 360
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near Eat Just, Inc. 401(k) Plan
  • SCH ind #10519

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 Texas →

James Edward & Companies, Inc. 401(k) Plan in the asset neighbourhood

James Edward & Companies, Inc. 401(k) PlanJames Edward & Companies, In…$9MEat Just, Inc. 401(k) Plan$9MNorthern Engraving Corporation Savings Plus PlanNorthern Engraving Corporati…$9MThe Results Companies LLC 401 (K) PlanThe Results Companies LLC 40…$9MHyspeco, Inc. 401(k) Plan$9M
End-of-year total assets ($M) among James Edward & Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

James Edward & Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James Edward & Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.1681237557228% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.46M $9.19M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 291 $6M
2023 1 341 $8M
2024 1 360 $9M

James Edward & Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN760438110
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

James Edward & Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants James Edward & Companies, Inc. 401(k) Plan, Total assets ($B): 0.009187025 · Participants: 360James Edward & Companies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
James Edward & Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare James Edward & Companies, Inc. 401(k) Plan side-by-side with 3 peers →

James Edward & Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Eat Just, Inc. 401(k) Plan in CA ($9M); by covered participants it is Coinstar, LLC 401(k) Retirement Savings Plan in WA (360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (360 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 James Edward & Companies, Inc. 401(k) Plan assets move in 2024? ▼
James Edward & Companies, Inc. 401(k) Plan grew sharply - up 18.3% during 2024, from $8M to $9M. Reported net income was $1M.
How have James Edward & Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Edward & Companies, Inc.'s sponsor-wide assets grew 42.2%, from $6M to $9M.
Which 401(k) plans are similar in size to James Edward & Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eat Just, Inc. 401(k) Plan in CA ($9M, 106 participants).
Which 401(k) plans cover a similar participant headcount to James Edward & Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coinstar, LLC 401(k) Retirement Savings Plan in WA (360 participants, $84M 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 760438110.

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.