401(k) · DOL Form 5500 · 2024

Edf Trading North America, LLC 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
266
Participants Below avg headcount
90th
Percentile by assets National rank
$335,854
Avg per participant High balance/head
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Official DOL plan name: Edf Trading, N.a. 401(k) Plan · Sponsored by Edf Trading North America, LLC · Texas · Finance & Insurance

$89M in assets, 266 participants

Edf Trading North America, LLC's Edf Trading, N.a. 401(k) Plan reported $89M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,166 in Finance & Insurance (8,549 peers)

Coverage in Texas

Edf Trading, N.a. 401(k) Plan covers 266 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $89M.

#7,166
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Edf Trading, N.a. 401(k) Plan's outsized position by total assets

Edf Trading, N.a. 401(k) Plan vs every filed plan by assets

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

$89,337,082 Top 10% higher than 90% 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

Edf Trading, N.a. 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. Edf Trading, N.a. 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edf Trading, N.a. 401(k) Plan end-of-year assets rose from $78M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • Edf Trading, N.a. 401(k) Plan reported participants rose from 247 in the plan year 2023 filing to 266 in the plan year 2024 filing.
  • Edf Trading, N.a. 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 861065045 · Edf Trading North America, LLC PY 2024 · 401(k)

Edf Trading, N.a. 401(k) Plan · $89M · 266 · 90th

  • IND $89M
  • EOY 266
  • 5500 90th
  • ASSETS 401(k)
  • PCT near Salt River Materials Group 401(k) Plan
  • EIN ind #7166

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 Texas →

Edf Trading, N.a. 401(k) Plan in the asset neighbourhood

Cullen and Dykman Savings Plan ICullen and Dykman Savings Pl…$89MJockey International, Inc. Retirement Savings PlanJockey International, Inc. R…$89MEdf Trading, N.a. 401(k) Plan$89MSalt River Materials Group 401(k) PlanSalt River Materials Group 4…$89MMcgough Companies 401(k) Plan and TrustMcgough Companies 401(k) Pla…$89M
End-of-year total assets ($M) among Edf Trading, N.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$89M
Net Income$12M
Employer EIN861065045
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edf Trading North America, LLC)

Sponsor-wide plan assets over time

All Edf Trading North America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 34.192472598846635% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.6M $89.3M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 375 $67M
2023 1 247 $78M
2024 1 266 $89M

Nearby 401(k) Plans in Texas

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

Edf Trading, N.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Edf Trading, N.a. 401(k) Plan, Total assets ($B): 0.089337082 · Participants: 266Edf Trading, N.a. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Edf Trading, N.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Edf Trading, N.a. 401(k) Plan side-by-side with 3 peers →

Edf Trading, N.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Salt River Materials Group 401(k) Plan in AZ ($89M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Edf Trading, N.a. 401(k) Plan assets move in 2024? ▼
Edf Trading, N.a. 401(k) Plan grew sharply - up 15.1% during 2024, from $78M to $89M. Reported net income was $12M.
How have Edf Trading North America, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edf Trading North America, LLC's sponsor-wide assets grew 34.2%, from $67M to $89M.
Where does Edf Trading, N.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Edf Trading, N.a. 401(k) Plan ranks in the 90th 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 Edf Trading, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salt River Materials Group 401(k) Plan in AZ ($89M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Edf Trading, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants, $6M 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 861065045.

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.