401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$9M
Total assets: 360
Participants: 54th
Percentile by assets: $25,520
Avg per participant

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.

54th percentile by assets (of 123,622 plans)
#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.

$9M
total plan assets (2024 EOY): 360
covered participants: 54th
percentile by assets (of 123,622 plans): $25,520
avg assets per participant

Where James Edward & Companies, Inc. 401(k) Plan sits by total assets

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

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 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 →

State

Texas

Industry

Professional & Technical Services

James Edward & Companies, Inc. across 3 plan years on file

Across the 3 plan years James Edward & Companies, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $9M, a gain of 42.2%, while reported participants moved from 291 to 360 (+23.7%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($6M).

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

Total plan assets by year, all James Edward & Companies, Inc. plans on file

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 EIN	760438110
Plan Effective Date	1997-04-01
Filing Status	FILING 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

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare James Edward & Companies, Inc. 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to James Edward & Companies, Inc. 401(k) Plan by total assets, not by location.

Eat Just, Inc. 401(k) Plan (CA) $9M · 106
Northern Engraving Corporation Savings Plus Plan (WI) $9M · 464
The Results Companies LLC 401 (K) Plan (FL) $9M · 6,354
Hyspeco, Inc. 401(k) Plan (KS) $9M · 170

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).

Next read for James Edward & Companies, Inc. 401(k) Pl…

Multi-year trail

Ways to act on James Edward & Companies, Inc. 401(k) Plan's numbers.

By total assets, James Edward & Companies, Inc. 401(k) Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
James Edward & Companies, Inc.'s sponsor-wide assets have grown 42.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.