401(k) · DOL Form 5500 · 2024

Benjamin F. Edwards & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
706
Participants Below avg headcount
92nd
Percentile by assets National rank
$177,957
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benjamin F. Edwards & Co., Inc. 401(k) Plan · Sponsored by Benjamin F. Edwards & Co., Inc. · Missouri · Finance & Insurance

$126M in assets, 706 participants

Benjamin F. Edwards & Co., Inc.'s Benjamin F. Edwards & Co., Inc. 401(k) Plan reported $126M in total assets and 706 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.

  • #7,473 in Finance & Insurance (8,549 peers)

Where Benjamin F. Edwards & Co., Inc. 401(k) Plan sits by assets

Benjamin F. Edwards & Co., Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $126M for 706 participants (~$177,957/participant), up 29.1% in 2024.

#7,473
in Finance & Insurance (8,549 peers)
+29.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Benjamin F. Edwards & Co., Inc. 401(k) Plan's outsized position by total assets

Benjamin F. Edwards & Co., Inc. 401(k) Plan vs every filed plan by assets

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

$125,637,837 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

Benjamin F. Edwards & Co., 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. Benjamin F. Edwards & Co., Inc. 401(k) Plan sits mid-pack in the medium band (706 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benjamin F. Edwards & Co., Inc. 401(k) Plan end-of-year assets rose from $97M in the plan year 2023 filing to $126M in the plan year 2024 filing.
  • Benjamin F. Edwards & Co., Inc. 401(k) Plan reported net income rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 263472087 · Benjamin F. Edwards & Co., Inc. PY 2024 · 401(k)

Benjamin F. Edwards & Co., Inc. 401(k) Plan · $126M · 706 · 92nd

  • RANK $126M
  • RANK 706
  • RANK 92nd
  • RANK 401(k)
  • RANK near Pinion, LLC 401(k) Plan
  • RANK ind #7473

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 Missouri →

Benjamin F. Edwards & Co., Inc. 401(k) Plan in the asset neighbourhood

Samsung Data Systems America, Inc. Savings/Retirement PlanSamsung Data Systems America…$126MCrouse Hospital 401(k) Plan$126MBenjamin F. Edwards & Co., Inc. 401(k) PlanBenjamin F. Edwards & Co., I…$126MPinion, LLC 401(k) Plan$126MLansing Building Products, LLC 401(k) PlanLansing Building Products, L…$126M
End-of-year total assets ($M) among Benjamin F. Edwards & Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$126M
Net Income$28M
Employer EIN263472087
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benjamin F. Edwards & Co., Inc.)

Sponsor-wide plan assets over time

All Benjamin F. Edwards & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 69.94889663405438% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.9M $126M ▲ +69.9%
Year Plans Participants Total Assets
2022 1 645 $74M
2023 1 703 $97M
2024 1 706 $126M

Nearby 401(k) Plans in Missouri

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

Benjamin F. Edwards & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Benjamin F. Edwards & Co., Inc. 401(k) Plan, Total assets ($B): 0.125637837 · Participants: 706Benjamin F. Edwards & Co., Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Benjamin F. Edwards & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Benjamin F. Edwards & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Benjamin F. Edwards & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Pinion, LLC 401(k) Plan in KS ($126M); by covered participants it is Custone 401(k) Plan in WA (706 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Similar participant headcount

Nearest other-state filings by covered participants (706 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 Benjamin F. Edwards & Co., Inc. 401(k) Plan assets move in 2024? ▼
Benjamin F. Edwards & Co., Inc. 401(k) Plan grew sharply - up 29.1% during 2024, from $97M to $126M. Reported net income was $28M.
How have Benjamin F. Edwards & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin F. Edwards & Co., Inc.'s sponsor-wide assets grew 69.9%, from $74M to $126M.
Where does Benjamin F. Edwards & Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Benjamin F. Edwards & Co., Inc. 401(k) Plan 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 Benjamin F. Edwards & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinion, LLC 401(k) Plan in KS ($126M, 678 participants).
Which 401(k) plans cover a similar participant headcount to Benjamin F. Edwards & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Custone 401(k) Plan in WA (706 participants, $16M 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 263472087.

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.