401(k) · DOL Form 5500 · 2022

Anchor General Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
183
Participants Below avg headcount
76th
Percentile by assets National rank
$99,885
Avg per participant Below avg balance/head
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Official DOL plan name: Anchor General Insurance Group 401(k) Plan · Sponsored by Anchor General Insurance Agency, Inc. · California · Finance & Insurance

$18M in assets, 183 participants

Anchor General Insurance Agency, Inc.'s Anchor General Insurance Group 401(k) Plan reported $18M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,737 in Finance & Insurance (9,261 peers)

Coverage in California

Anchor General Insurance Group 401(k) Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $18M.

#5,737
in Finance & Insurance (9,261 peers)
-15.5%
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.

Anchor General Insurance Group 401(k) Plan's outsized position by total assets

Anchor General Insurance Group 401(k) Plan vs every filed plan by assets

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

$18,278,947 Top 24% higher than 76% 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

Anchor General Insurance Group 401(k) 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. Anchor General Insurance Group 401(k) Plan sits mid-pack in the medium band (183 participants).

Plan-year Form 5500 strip

Filing strip 330677931 · Anchor General Insurance Agency, Inc. PY 2022 · 401(k)

Anchor General Insurance Group 401(k) Plan · $18M · 183 · 76th

  • VS-ST $18M
  • BOY 183
  • SCH 76th
  • EBSA 401(k)
  • PART near Entech Engineering, Inc. 401(k) Plan
  • TYPE ind #5737

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 California →

Anchor General Insurance Group 401(k) Plan in the asset neighbourhood

Anchor General Insurance Group 401(k) PlanAnchor General Insurance Gro…$18MEntech Engineering, Inc. 401(k) PlanEntech Engineering, Inc. 401…$18MDigestive Disease Associates of North Florida, Inc. Retirement PlanDigestive Disease Associates…$18MThe Villa Healthcare 401(k) PlanThe Villa Healthcare 401(k) …$18MAssociated Luxury Hotels International Holdings LLC 401(k) PlanAssociated Luxury Hotels Int…$18M
End-of-year total assets ($M) among Anchor General Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN330677931
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anchor General Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Anchor General Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 41.35771059459826% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $25.8M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 183 $18M
2023 1 190 $22M
2024 1 196 $26M

Nearby 401(k) Plans in California

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

Anchor General Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Anchor General Insurance Group 401(k) Plan, Total assets ($B): 0.018278947 · Participants: 183Anchor General Insurance Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Anchor General Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Anchor General Insurance Group 401(k) Plan side-by-side with 3 peers →

Anchor General Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Entech Engineering, Inc. 401(k) Plan in PA ($18M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Anchor General Insurance Group 401(k) Plan assets move in 2022? ▼
Anchor General Insurance Group 401(k) Plan declined sharply - down 15.5% during 2022, from $22M to $18M. Reported net income was -$3M.
How have Anchor General Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anchor General Insurance Agency, Inc.'s sponsor-wide assets grew 41.4%, from $18M to $26M.
Where does Anchor General Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Anchor General Insurance Group 401(k) Plan ranks in the 76th 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 Anchor General Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Entech Engineering, Inc. 401(k) Plan in PA ($18M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Anchor General Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 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 330677931.

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.