ESOP · DOL Form 5500 · 2024

Edwards Group Holding Inc. ESOP

Data updated 2026-08-25

$624K
Total assets Small plan by assets
94
Participants Small participant base
19th
Percentile by assets National rank
$6,635
Avg per participant Low balance/head
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Official DOL plan name: Edwards Group Holdings Inc. Employee Stock Ownership Plan · Sponsored by Edwards Group Holding Inc. · South Carolina · Real Estate

$624K in assets, 94 participants

Edwards Group Holding Inc.'s Edwards Group Holdings Inc. Employee Stock Ownership Plan reported $624K in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,542 in Real Estate (4,605 peers)

Edwards Group Holding Inc. multi-year trail

Edwards Group Holding Inc.'s plans moved -26.7% in assets from 2022 to 2024; this filing shows Edwards Group Holdings Inc. Employee Stock Ownership Plan at $624K / 94 participants.

#1,542
in Real Estate (4,605 peers)
+13.9%
assets growth YoY

Edwards Group Holdings Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Edwards Group Holdings Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$623,646 19th percentile higher than 19% 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 Group Holdings Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwards Group Holdings Inc. Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edwards Group Holdings Inc. Employee Stock Ownership Plan reported net income rose from -$189K in the plan year 2023 filing to $203K in the plan year 2024 filing.
  • Edwards Group Holdings Inc. Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 94 in the plan year 2024 filing.
  • Edwards Group Holdings Inc. Employee Stock Ownership Plan end-of-year assets rose from $548K in the plan year 2023 filing to $624K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474352518 · Edwards Group Holding Inc. PY 2024 · ESOP

Edwards Group Holdings Inc. Employee Stock Ownership Plan · $624K · 94 · 19th

  • ASSETS $624K
  • ASSETS 94
  • ASSETS 19th
  • ASSETS ESOP
  • ASSETS near Guardian Fleet Services, Inc. Employee Stock Ownership Plan
  • ASSETS ind #1542

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 What is an ESOP? → · Plans in South Carolina →

Edwards Group Holdings Inc. Employee Stock Ownership Plan in the asset neighbourhood

Petro Rubber Products, Inc. Employees' Stock Ownership Plan and TrustPetro Rubber Products, Inc. …$625KEdwards Group Holdings Inc. Employee Stock Ownership PlanEdwards Group Holdings Inc. …$624KGuardian Fleet Services, Inc. Employee Stock Ownership PlanGuardian Fleet Services, Inc…$623KFitzgerald Tile Employee Stock Ownership PlanFitzgerald Tile Employee Sto…$625KThe Elm Group, Inc. Employee Stock Ownership PlanThe Elm Group, Inc. Employee…$620K
End-of-year total assets ($M) among Edwards Group Holdings Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Edwards Group Holding Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Edwards Group Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$624K 26.730046689114413% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.85M $0.62M ▼ -27.1%
Year Plans Participants Total Assets
2022 1 77 $851K
2023 1 64 $548K
2024 1 94 $624K

Edwards Group Holding Inc. filing trail (2024)

Total Assets (Beginning of Year)$548K
Net Assets (End of Year)-$4M
Net Income$203K
Employer EIN474352518
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Edwards Group Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -100102030 Total assets ($M) Participants Edwards Group Holdings Inc. Employee Stock Ownership Plan, Total assets ($M): 0.623646 · Participants: 94Edwards Group Holdings Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Edwards Group Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Edwards Group Holdings Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Edwards Group Holdings Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Guardian Fleet Services, Inc. Employee Stock Ownership Plan in FL ($623K); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Group Holdings Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Edwards Group Holdings Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2024, from $548K to $624K. Reported net income was $203K.
How have Edwards Group Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwards Group Holding Inc.'s sponsor-wide assets declined 26.7%, from $851K to $624K.
Where does Edwards Group Holdings Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Edwards Group Holdings Inc. Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Edwards Group Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Guardian Fleet Services, Inc. Employee Stock Ownership Plan in FL ($623K, N/A participants).
Which ESOP plans cover a similar participant headcount to Edwards Group Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community First Bank Employee Stock Ownership Plan in WI (94 participants, $4M 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 474352518.

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.