401(k) · DOL Form 5500 · 2024

Edg, Inc. 401(k) Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
406
Participants Below avg headcount
92nd
Percentile by assets National rank
$302,907
Avg per participant High balance/head
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Official DOL plan name: Edg, Inc. Employees Savings Trust · Sponsored by Edg, Inc. · Louisiana · Professional & Technical Services

$123M in assets, 406 participants

Edg, Inc.'s Edg, Inc. Employees Savings Trust reported $123M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,749 in Professional & Technical Services (20,173 peers)

Where Edg, Inc. Employees Savings Trust sits by assets

Edg, Inc. Employees Savings Trust sits in the top 10% of all filed plans by assets, $123M for 406 participants (~$302,907/participant), up 11.6% in 2024.

#18,749
in Professional & Technical Services (20,173 peers)
+11.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Edg, Inc. Employees Savings Trust's outsized position by total assets

Edg, Inc. Employees Savings Trust vs every filed plan by assets

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

$122,980,442 Top 8% higher than 92% 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, Inc. Employees Savings Trust 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. Edg, Inc. Employees Savings Trust sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edg, Inc. Employees Savings Trust reported net income fell from $20M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Edg, Inc. Employees Savings Trust end-of-year assets rose from $110M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • Edg, Inc. Employees Savings Trust reported participants rose from 375 in the plan year 2023 filing to 406 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 721087181 · Edg, Inc. PY 2024 · 401(k)

Edg, Inc. Employees Savings Trust · $123M · 406 · 92nd

  • RANK $123M
  • PHOTO 406
  • IND 92nd
  • EOY 401(k)
  • 5500 near Ray Quinney & Nebeker Profit Sharing Plan
  • ASSETS ind #18749

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 Louisiana →

Edg, Inc. Employees Savings Trust in the asset neighbourhood

Neighborworks America Retirement PlanNeighborworks America Retire…$123MConnectwise, LLC. 401(k) Plan$123MEdg, Inc. Employees Savings TrustEdg, Inc. Employees Savings …$123MRay Quinney & Nebeker Profit Sharing PlanRay Quinney & Nebeker Profit…$123MCactus Drilling Company, LLC 401(k) PlanCactus Drilling Company, LLC…$123M
End-of-year total assets ($M) among Edg, Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$123M
Net Income$13M
Employer EIN721087181
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edg, Inc.)

Sponsor-wide plan assets over time

All Edg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 36.81440756220285% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $89.9M $123M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 305 $90M
2023 1 375 $110M
2024 1 406 $123M

Nearby 401(k) Plans in Louisiana

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

Edg, Inc. Employees Savings Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Edg, Inc. Employees Savings Trust, Total assets ($B): 0.122980442 · Participants: 406Edg, Inc. Employees Savings TrustLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Edg, Inc. Employees Savings Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants

Edg, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Ray Quinney & Nebeker Profit Sharing Plan in UT ($123M); by covered participants it is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA (406 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123M here).

Similar participant headcount

Nearest other-state filings by covered participants (406 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, Inc. Employees Savings Trust assets move in 2024? ▼
Edg, Inc. Employees Savings Trust grew at a solid clip - up 11.6% during 2024, from $110M to $123M. Reported net income was $13M.
How have Edg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edg, Inc.'s sponsor-wide assets grew 36.8%, from $90M to $123M.
Where does Edg, Inc. Employees Savings Trust rank by assets among Form 5500 filers? ▼
Edg, Inc. Employees Savings Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Edg, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ray Quinney & Nebeker Profit Sharing Plan in UT ($123M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Edg, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA (406 participants, $33M in assets).