401(k) · DOL Form 5500 · 2024

Edmonton Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
186
Participants Below avg headcount
57th
Percentile by assets National rank
$55,936
Avg per participant Low balance/head
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Official DOL plan name: Edmonton Bancshares 401(k) Plan · Sponsored by Edmonton Bancshares, Inc. · Kentucky · Finance & Insurance

$10M in assets, 186 participants

Edmonton Bancshares, Inc.'s Edmonton Bancshares 401(k) Plan reported $10M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,462 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Edmonton Bancshares 401(k) Plan covers 186 participants in Kentucky, about 29% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#3,462
in Finance & Insurance (8,549 peers)
+5.6%
assets growth YoY

Edmonton Bancshares 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Edmonton Bancshares 401(k) Plan vs every filed plan by assets

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

$10,404,080 Top 43% higher than 57% 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

Edmonton Bancshares 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. Edmonton Bancshares 401(k) Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edmonton Bancshares 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $551K in the plan year 2024 filing.
  • Edmonton Bancshares 401(k) Plan reported participants rose from 174 in the plan year 2023 filing to 186 in the plan year 2024 filing.
  • Edmonton Bancshares 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611024153 · Edmonton Bancshares, Inc. PY 2024 · 401(k)

Edmonton Bancshares 401(k) Plan · $10M · 186 · 57th

  • RANK $10M
  • PHOTO 186
  • IND 57th
  • EOY 401(k)
  • 5500 near Buckingham Property Management 401(k) Plan
  • ASSETS ind #3462

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Edmonton Bancshares 401(k) Plan in the asset neighbourhood

Colwell Industries, Inc. 401(k) Savings PlanColwell Industries, Inc. 401…$10MStar Inc., Lighting the Way 401(k) PlanStar Inc., Lighting the Way …$10MEdmonton Bancshares 401(k) PlanEdmonton Bancshares 401(k) P…$10MBuckingham Property Management 401(k) PlanBuckingham Property Manageme…$10MThe Caprock Group 401(k) Plan$10M
End-of-year total assets ($M) among Edmonton Bancshares 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$551K
Employer EIN611024153
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edmonton Bancshares, Inc.)

Sponsor-wide plan assets over time

All Edmonton Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.450489626382755% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.86M $10.4M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 147 $8M
2023 1 174 $10M
2024 1 186 $10M

Nearby 401(k) Plans in Kentucky

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

Edmonton Bancshares 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Edmonton Bancshares 401(k) Plan, Total assets ($B): 0.01040408 · Participants: 186Edmonton Bancshares 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Edmonton Bancshares 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Edmonton Bancshares 401(k) Plan side-by-side with 3 peers →

Edmonton Bancshares 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Buckingham Property Management 401(k) Plan in CA ($10M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Edmonton Bancshares 401(k) Plan assets move in 2024? ▼
Edmonton Bancshares 401(k) Plan grew at a solid clip - up 5.6% during 2024, from $10M to $10M. Reported net income was $551K.
How have Edmonton Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edmonton Bancshares, Inc.'s sponsor-wide assets grew 32.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Edmonton Bancshares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckingham Property Management 401(k) Plan in CA ($10M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Edmonton Bancshares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 611024153.

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.