401(k) · DOL Form 5500 · 2022

Anderson Automotive Group, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
784
Participants Near avg headcount
80th
Percentile by assets National rank
$31,680
Avg per participant Low balance/head
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Official DOL plan name: Anderson Automotive Group 401(k) Profit Sharing Plan · Sponsored by Anderson Automotive Group, LLC · North Carolina · Retail Trade

$25M in assets, 784 participants

Anderson Automotive Group, LLC's Anderson Automotive Group 401(k) Profit Sharing Plan reported $25M in total assets and 784 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #8,452 in Retail Trade (9,519 peers)

Where Anderson Automotive Group 401(k) Profit Sharing Plan sits by assets

Anderson Automotive Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 784 participants (~$31,680/participant), down 11.0% in 2022.

#8,452
in Retail Trade (9,519 peers)
-11.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anderson Automotive Group 401(k) Profit Sharing Plan's outsized position by total assets

Anderson Automotive Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,837,089 Top 20% higher than 80% 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 Automotive Group 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anderson Automotive Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (784 participants).

Plan-year Form 5500 strip

Filing strip 461152475 · Anderson Automotive Group, LLC PY 2022 · 401(k)

Anderson Automotive Group 401(k) Profit Sharing Plan · $25M · 784 · 80th

  • BOY $25M
  • SCH 784
  • EBSA 80th
  • PART 401(k)
  • TYPE near Surgical Information Systems, LLC 401(k) Plan
  • NET ind #8452

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 Retail Trade retirement plans → · Plans in North Carolina →

Anderson Automotive Group 401(k) Profit Sharing Plan in the asset neighbourhood

Anderson Automotive Group 401(k) Profit Sharing PlanAnderson Automotive Group 40…$25MSurgical Information Systems, LLC 401(k) PlanSurgical Information Systems…$25MJ.F. Lehman & Company, LLC Savings PlanJ.F. Lehman & Company, LLC S…$25MBeech-Nut Nutrition Company Employee's Savings PlanBeech-Nut Nutrition Company …$25MThe Employer Group Retirement Savings PlanThe Employer Group Retiremen…$25M
End-of-year total assets ($M) among Anderson Automotive Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN461152475
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anderson Automotive Group, LLC)

Sponsor-wide plan assets over time

All Anderson Automotive Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 79.87788343472941% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.8M $44.7M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 784 $25M
2023 1 787 $41M
2024 1 1,473 $45M

Nearby 401(k) Plans in North Carolina

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

Anderson Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Anderson Automotive Group 401(k) Profit Sharing Plan, Total assets ($B): 0.024837089 · Participants: 784Anderson Automotive Group 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Anderson Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Anderson Automotive Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Anderson Automotive Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Surgical Information Systems, LLC 401(k) Plan in GA ($25M); by covered participants it is Pioneer Energy Services Corp. 401(k) Plan in TX (784 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (784 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 Automotive Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Anderson Automotive Group 401(k) Profit Sharing Plan pulled back noticeably - down 11.0% during 2022, from $28M to $25M. Reported net income was -$3M.
How have Anderson Automotive Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson Automotive Group, LLC's sponsor-wide assets grew 79.9%, from $25M to $45M.
Where does Anderson Automotive Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Anderson Automotive Group 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Anderson Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surgical Information Systems, LLC 401(k) Plan in GA ($25M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Anderson Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Energy Services Corp. 401(k) Plan in TX (784 participants, N/A 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 461152475.

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.