401(k)
2022 plan-year 401(k) DOL Form 5500

Annandale Millwork/Allied Systems 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Annandale Millwork and Allied Systems Corporation · Virginia · Manufacturing

What the 2023 filing shows

Annandale Millwork/Allied Systems 401(k) Plan holds $2M for 283 participants — about $7,095 per participant, down 9.4% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
283
covered participants
$7,095
avg assets per participant
-9.4%
assets change YoY

The plan reported a net loss of $209K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
283
State
Industry
Manufacturing

What the Filing Says About Annandale Millwork/Allied Systems 401(k) Plan

Annandale Millwork/Allied Systems 401(k) Plan is a 401(k) retirement plan sponsored by Annandale Millwork and Allied Systems Corporation, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 283 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 540547501, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 9.4%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-208,744 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-208,744
Plan Type401(k)
Employer EIN540547501
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Annandale Millwork/Allied Systems 401(k) Plan?
As of the 2022 Form 5500 filing, Annandale Millwork/Allied Systems 401(k) Plan holds $2M in total assets with 283 participants. It is sponsored by Annandale Millwork and Allied Systems Corporation.
What type of plan is Annandale Millwork/Allied Systems 401(k) Plan?
Annandale Millwork/Allied Systems 401(k) Plan is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 540547501.
Who sponsors the Annandale Millwork/Allied Systems 401(k) Plan?
Annandale Millwork/Allied Systems 401(k) Plan is sponsored by Annandale Millwork and Allied Systems Corporation, located in Virginia. The sponsor's EIN is 540547501 and the plan operates in the Manufacturing industry.
How did Annandale Millwork/Allied Systems 401(k) Plan perform in 2022?
Annandale Millwork/Allied Systems 401(k) Plan declined by 9.4% during 2022, moving from $2M to $2M in total assets. Net income was $-208,744.
Where can I find official filings for Annandale Millwork/Allied Systems 401(k) Plan?
Official Form 5500 filings for Annandale Millwork/Allied Systems 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540547501 or plan name at efast.dol.gov.
How does Annandale Millwork/Allied Systems 401(k) Plan compare to other plans?
You can compare Annandale Millwork/Allied Systems 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540547501.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.