401(k) · DOL Form 5500 · 2022

A.a. Anderson & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
140
Participants Small participant base
70th
Percentile by assets National rank
$94,676
Avg per participant Below avg balance/head
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Official DOL plan name: A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan · Sponsored by A.a. Anderson & Co., Inc. · Wisconsin · Wholesale Trade

$13M in assets, 140 participants

A.a. Anderson & Co., Inc.'s A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan reported $13M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,456 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#4,456
in Wholesale Trade (6,843 peers)
+6.0%
assets growth YoY

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan's outsized position by total assets

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan vs every filed plan by assets

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

$13,254,642 Top 30% higher than 70% 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

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement 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. A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan sits mid-pack in the medium band (140 participants).

Form 5500 schedule snapshot

Filing strip 391017863 · A.a. Anderson & Co., Inc. PY 2022 · 401(k)

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan · $13M · 140 · 70th

  • RANK $13M
  • RANK 140
  • RANK 70th
  • RANK 401(k)
  • RANK near T. R. Miller Mill Company, Inc. Savings and Profit Sharing Plan
  • RANK ind #4456

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan in the asset neighbourhood

Tuckahoe Holdings 401(k) Plan$13MA.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement PlanA.a. Anderson & Co., Inc. Em…$13MT. R. Miller Mill Company, Inc. Savings and Profit Sharing PlanT. R. Miller Mill Company, I…$13MKomoto Pharmacy, Inc. 401(k) Profit Sharing PlanKomoto Pharmacy, Inc. 401(k)…$13MMarr Jones & Wang LLP 401(k) Profit Sharing PlanMarr Jones & Wang LLP 401(k)…$13M
End-of-year total assets ($M) among A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$750K
Employer EIN391017863
Plan Effective Date1962-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (A.a. Anderson & Co., Inc.)

Sponsor-wide plan assets over time

All A.a. Anderson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.638197697078507% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $17.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 140 $13M
2023 1 154 $15M
2024 1 174 $17M

Nearby 401(k) Plans in Wisconsin

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

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan, Total assets ($B): 0.013254642 · Participants: 140A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan side-by-side with 3 peers →

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is T. R. Miller Mill Company, Inc. Savings and Profit Sharing Plan in AL ($13M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan assets move in 2022? ▼
A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan grew at a solid clip - up 6.0% during 2022, from $13M to $13M. Reported net income was $750K.
How have A.a. Anderson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.a. Anderson & Co., Inc.'s sponsor-wide assets grew 29.6%, from $13M to $17M.
Which 401(k) plans are similar in size to A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is T. R. Miller Mill Company, Inc. Savings and Profit Sharing Plan in AL ($13M, 208 participants).
Which 401(k) plans cover a similar participant headcount to A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K 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 391017863.

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.