401(k) · DOL Form 5500 · 2024

Edge Ofs Holdings LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 655
Participants Below avg headcount: 44th
Percentile by assets National rank: $8,396
Avg per participant Low balance/head

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Official DOL plan name: Edge Ofs 401(k) Plan · Sponsored by Edge Ofs Holdings LLC · Texas · Mining & Oil Extraction

$5M in assets, 655 participants

Edge Ofs Holdings LLC's Edge Ofs 401(k) Plan reported $5M in total assets and 655 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#181 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Edge Ofs 401(k) Plan ranks #181 of 785 2024 filers by assets (2236% of the sector average)-$5M for 655 participants.

#181
in Mining & Oil Extraction (785 peers): +46.8%
assets growth YoY

Edge Ofs 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Edge Ofs 401(k) Plan vs every filed plan by assets

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

$5,499,389 44th percentile higher than 44% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Edge Ofs 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. Edge Ofs 401(k) Plan sits mid-pack in the medium band (655 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Edge Ofs 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Edge Ofs 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Edge Ofs 401(k) Plan reported participants rose from 576 in the plan year 2023 filing to 655 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821529654 · Edge Ofs Holdings LLC PY 2024 · 401(k)

Edge Ofs 401(k) Plan · $5M · 655 · 44th

IND $5M
EOY 655
5500 44th
ASSETS 401(k)
PCT near Cra Communications, LLC 401(k) Plan
EIN ind #181

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Edge Ofs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	821529654
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Edge Ofs Holdings LLC)

Latest sponsor-wide plan assets: $5M 45.035451921339856% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	576	$4M
2024	1	655	$5M

Nearby 401(k) Plans in Texas

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

Edge Ofs 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Edge Ofs 401(k) Plan side-by-side with 3 peers →

Edge Ofs 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cra Communications, LLC 401(k) Plan in WV ($5M); by covered participants it is Alegeus Technologies LLC 401(k) Plan in MA (655 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Cra Communications, LLC 401(k) Plan (WV) $5M · 25
Facil North America Inc 401(k) Profit Sharing Plan & Trust (OH) $5M · 188
Tel Tech Networks, Inc. 401(k) Plan (AZ) $5M · 156
American Hardware & Lumber Insurance Agency Inc (IL) $6M · 27

Similar participant headcount

Nearest other-state filings by covered participants (655 participants); asset peers above are excluded.

Alegeus Technologies LLC 401(k) Plan (MA) 655 · 0 off
Hatch Stamping Company 401(k) Plan (MI) 655 · 0 off
Benesch, Friedlander, Coplan & Aronoff Elective Savings and Profit Sharing Plan (OH) 655 · 0 off
Charles Komar & Sons, Inc. 401(k) Plan (NJ) 655 · 0 off

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 Edge Ofs 401(k) Plan assets move in 2024? ▼

Edge Ofs 401(k) Plan surged - up 46.8% during 2024, from $4M to $5M. Reported net income was $2M.

How have Edge Ofs Holdings LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Edge Ofs Holdings LLC's sponsor-wide assets grew 45.0%, from $4M to $5M.

Which 401(k) plans are similar in size to Edge Ofs 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cra Communications, LLC 401(k) Plan in WV ($5M, 25 participants).

Which 401(k) plans cover a similar participant headcount to Edge Ofs 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Alegeus Technologies LLC 401(k) Plan in MA (655 participants, $58M 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 821529654.