401(k) · DOL Form 5500 · 2024

Edfinancial Services, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,346
Participants Near avg headcount
77th
Percentile by assets National rank
$21,856
Avg per participant Low balance/head
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Official DOL plan name: Edfinancial Services, LLC 401(k) Plan · Sponsored by Edfinancial Services, LLC · Tennessee · Other Services

$29M in assets, 1,346 participants

Edfinancial Services, LLC's Edfinancial Services, LLC 401(k) Plan reported $29M in total assets and 1,346 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,821 in Other Services (7,719 peers)

Where Edfinancial Services, LLC 401(k) Plan sits by assets

Edfinancial Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 1,346 participants (~$21,856/participant), up 23.5% in 2024.

#6,821
in Other Services (7,719 peers)
+23.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Edfinancial Services, LLC 401(k) Plan's outsized position by total assets

Edfinancial Services, LLC 401(k) Plan vs every filed plan by assets

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

$29,417,507 Top 23% higher than 77% 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

Edfinancial Services, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edfinancial Services, LLC 401(k) Plan lands in the large band (1,346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edfinancial Services, LLC 401(k) Plan reported participants rose from 864 in the plan year 2023 filing to 1,346 in the plan year 2024 filing.
  • Edfinancial Services, LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Edfinancial Services, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205316278 · Edfinancial Services, LLC PY 2024 · 401(k)

Edfinancial Services, LLC 401(k) Plan · $29M · 1,346 · 77th

  • EOY $29M
  • EOY 1,346
  • EOY 77th
  • EOY 401(k)
  • EOY near Cymstar Retirement Plan
  • EOY ind #6821

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 Other Services retirement plans → · Plans in Tennessee →

Edfinancial Services, LLC 401(k) Plan in the asset neighbourhood

Edfinancial Services, LLC 401(k) PlanEdfinancial Services, LLC 40…$29MCymstar Retirement Plan$29MCfg Bank 401(k) Profit Sharing Plan and TrustCfg Bank 401(k) Profit Shari…$29MSaviynt, Inc. 401(k) Profit Sharing PlanSaviynt, Inc. 401(k) Profit …$29MCoremedical Group 401(k) Plan$29M
End-of-year total assets ($M) among Edfinancial Services, LLC 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)$24M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN205316278
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edfinancial Services, LLC)

Sponsor-wide plan assets over time

All Edfinancial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.36006158312723% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $29.4M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 564 $19M
2023 1 864 $24M
2024 1 1,346 $29M

Nearby 401(k) Plans in Tennessee

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

Edfinancial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Edfinancial Services, LLC 401(k) Plan, Total assets ($B): 0.029417507 · Participants: 1346Edfinancial Services, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Edfinancial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Edfinancial Services, LLC 401(k) Plan side-by-side with 3 peers →

Edfinancial Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Cymstar Retirement Plan in OK ($29M); by covered participants it is Intouchcx US 401(k) Plan in AZ (1,346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,346 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 Edfinancial Services, LLC 401(k) Plan assets move in 2024? ▼
Edfinancial Services, LLC 401(k) Plan grew sharply - up 23.5% during 2024, from $24M to $29M. Reported net income was $6M.
How have Edfinancial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edfinancial Services, LLC's sponsor-wide assets grew 52.4%, from $19M to $29M.
Where does Edfinancial Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Edfinancial Services, LLC 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Edfinancial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cymstar Retirement Plan in OK ($29M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Edfinancial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intouchcx US 401(k) Plan in AZ (1,346 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 205316278.

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.