401(k) · DOL Form 5500 · 2024

The Edwards Companies, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
125
Participants Small participant base
70th
Percentile by assets National rank
$160,062
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edwards Companies 401(k) Savings Plan and Trust · Sponsored by The Edwards Companies, LLC · Ohio · Retail Trade

$20M in assets, 125 participants

The Edwards Companies, LLC's Edwards Companies 401(k) Savings Plan and Trust reported $20M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,510 in Retail Trade (8,048 peers)

Coverage in Ohio

Edwards Companies 401(k) Savings Plan and Trust covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#6,510
in Retail Trade (8,048 peers)
+25.8%
assets growth YoY

Edwards Companies 401(k) Savings Plan and Trust's outsized position by total assets

Edwards Companies 401(k) Savings Plan and Trust vs every filed plan by assets

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

$20,007,722 Top 30% higher than 70% 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

Edwards Companies 401(k) Savings Plan and 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. Edwards Companies 401(k) Savings Plan and Trust sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edwards Companies 401(k) Savings Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Edwards Companies 401(k) Savings Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Edwards Companies 401(k) Savings Plan and Trust reported participants rose from 118 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 352496878 · The Edwards Companies, LLC PY 2024 · 401(k)

Edwards Companies 401(k) Savings Plan and Trust · $20M · 125 · 70th

  • EBSA $20M
  • PART 125
  • TYPE 70th
  • NET 401(k)
  • BOOK near New Tech Engineering LP 401(k) Plan
  • VS-ST ind #6510

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 Retail Trade retirement plans → · Plans in Ohio →

Edwards Companies 401(k) Savings Plan and Trust in the asset neighbourhood

Edwards Companies 401(k) Savings Plan and TrustEdwards Companies 401(k) Sav…$20MNew Tech Engineering LP 401(k) PlanNew Tech Engineering LP 401(…$20MThe Danella Companies 401(k) PlanThe Danella Companies 401(k)…$20MMorgan White Group, Inc. 401(k) Profit Sharing PlanMorgan White Group, Inc. 401…$20MStevens Aerospace and Defense Systems LLC 401(k) Savings and Retirement PlanStevens Aerospace and Defens…$20M
End-of-year total assets ($M) among Edwards Companies 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN352496878
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Edwards Companies, LLC)

Sponsor-wide plan assets over time

All The Edwards Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 52.78179672148373% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $20M ▲ +52.7%
Year Plans Participants Total Assets
2022 1 83 $13M
2023 1 118 $16M
2024 1 125 $20M

Nearby 401(k) Plans in Ohio

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

Edwards Companies 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Edwards Companies 401(k) Savings Plan and Trust, Total assets ($B): 0.020007722 · Participants: 125Edwards Companies 401(k) Savings Plan and TrustGE 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
Edwards Companies 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Edwards Companies 401(k) Savings Plan and Trust side-by-side with 3 peers →

Edwards Companies 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is New Tech Engineering LP 401(k) Plan in TX ($20M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Edwards Companies 401(k) Savings Plan and Trust assets move in 2024? ▼
Edwards Companies 401(k) Savings Plan and Trust grew sharply - up 25.8% during 2024, from $16M to $20M. Reported net income was $4M.
How have The Edwards Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Edwards Companies, LLC's sponsor-wide assets grew 52.8%, from $13M to $20M.
Which 401(k) plans are similar in size to Edwards Companies 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is New Tech Engineering LP 401(k) Plan in TX ($20M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Edwards Companies 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 352496878.

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.