ESOP · DOL Form 5500 · 2022

Anderson Insurance Associates, LLC ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
56
Participants Small participant base
57th
Percentile by assets National rank
$121,019
Avg per participant Near avg balance/head
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Official DOL plan name: Anderson Insurance Associates Employee Stock Ownership Plan · Sponsored by Anderson Insurance Associates, LLC · South Carolina · Finance & Insurance

$7M in assets, 56 participants

Anderson Insurance Associates, LLC's Anderson Insurance Associates Employee Stock Ownership Plan reported $7M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,746 in Finance & Insurance (9,261 peers)

Anderson Insurance Associates, LLC multi-year trail

Anderson Insurance Associates, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Anderson Insurance Associates Employee Stock Ownership Plan at $7M / 56 participants.

#3,746
in Finance & Insurance (9,261 peers)
+1.0%
assets growth YoY

Anderson Insurance Associates Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Anderson Insurance Associates Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,777,051 Top 43% higher than 57% of 139,123 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 2022

Anderson Insurance Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anderson Insurance Associates Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 844162574 · Anderson Insurance Associates, LLC PY 2022 · ESOP

Anderson Insurance Associates Employee Stock Ownership Plan · $7M · 56 · 57th

  • TYPE $7M
  • NET 56
  • BOOK 57th
  • VS-ST ESOP
  • BOY near Central Penn, Inc. Employee Stock Ownership Plan
  • SCH ind #3746

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 →

Anderson Insurance Associates Employee Stock Ownership Plan in the asset neighbourhood

Anderson Insurance Associates Employee Stock Ownership PlanAnderson Insurance Associate…$7MCentral Penn, Inc. Employee Stock Ownership PlanCentral Penn, Inc. Employee …$7MHill Wood Products, Inc. Employee Stock Ownership PlanHill Wood Products, Inc. Emp…$7MPhillips Brothers Construction Employee Stock Ownership PlanPhillips Brothers Constructi…$7MHerrera Environmental Consultants, Inc. Employee Stock Ownership PlanHerrera Environmental Consul…$7M
End-of-year total assets ($M) among Anderson Insurance Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Anderson Insurance Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Anderson Insurance Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.8468680551467% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.78M $9M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 56 $7M
2023 1 60 $9M
2024 1 60 $9M

Anderson Insurance Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$4M
Net Income$472K
Employer EIN844162574
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.

Anderson Insurance Associates Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 01020304050 Total assets ($M) Participants Anderson Insurance Associates Employee Stock Ownership Plan, Total assets ($M): 6.777051 · Participants: 56Anderson Insurance Associates Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Anderson Insurance Associates Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Anderson Insurance Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Anderson Insurance Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Central Penn, Inc. Employee Stock Ownership Plan in PA ($7M); by covered participants it is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Anderson Insurance Associates Employee Stock Ownership Plan assets move in 2022? ▼
Anderson Insurance Associates Employee Stock Ownership Plan held essentially flat - up 1.0% during 2022, from $7M to $7M. Reported net income was $472K.
How have Anderson Insurance Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson Insurance Associates, LLC's sponsor-wide assets grew 32.8%, from $7M to $9M.
Which ESOP plans are similar in size to Anderson Insurance Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Penn, Inc. Employee Stock Ownership Plan in PA ($7M, 109 participants).
Which ESOP plans cover a similar participant headcount to Anderson Insurance Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844162574.

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.