401(k) · DOL Form 5500 · 2022

Anser Advisory, LLC. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
492
Participants Below avg headcount
84th
Percentile by assets National rank
$65,806
Avg per participant Below avg balance/head
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Official DOL plan name: Anser Advisory,LLC 401(k) Profit Sharing Plan · Sponsored by Anser Advisory, LLC. · California · Professional & Technical Services

$32M in assets, 492 participants

Anser Advisory, LLC.'s Anser Advisory,LLC 401(k) Profit Sharing Plan reported $32M in total assets and 492 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,199 in Professional & Technical Services (21,562 peers)

Where Anser Advisory,LLC 401(k) Profit Sharing Plan sits by assets

Anser Advisory,LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 492 participants (~$65,806/participant), up 9.6% in 2022.

#18,199
in Professional & Technical Services (21,562 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anser Advisory,LLC 401(k) Profit Sharing Plan's outsized position by total assets

Anser Advisory,LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,376,623 Top 16% higher than 84% 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

Anser Advisory,LLC 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. Anser Advisory,LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (492 participants).

Published 5500 schedule card

Filing strip 330690787 · Anser Advisory, LLC. PY 2022 · 401(k)

Anser Advisory,LLC 401(k) Profit Sharing Plan · $32M · 492 · 84th

  • EIN $32M
  • EIN 492
  • EIN 84th
  • EIN 401(k)
  • EIN near Coadap LLC Profit Sharing 401(k) Plan
  • EIN ind #18199

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 Professional & Technical Services retirement plans → · Plans in California →

Anser Advisory,LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Anser Advisory,LLC 401(k) Profit Sharing PlanAnser Advisory,LLC 401(k) Pr…$32MCoadap LLC Profit Sharing 401(k) PlanCoadap LLC Profit Sharing 40…$32MMaurices Incorporated 401(k) Savings PlanMaurices Incorporated 401(k)…$32MMerrill Technologies Group Inc 401(k) Profit Sharing Plan & TrustMerrill Technologies Group I…$32MTuff Shed, Inc. Employee 401(k) PlanTuff Shed, Inc. Employee 401…$32M
End-of-year total assets ($M) among Anser Advisory,LLC 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)$30M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN330690787
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anser Advisory, LLC.)

Sponsor-wide plan assets over time

All Anser Advisory, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 101.47078341061079% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $32.4M $65.2M ▲ +101.5%
Year Plans Participants Total Assets
2022 1 492 $32M
2023 2 1,716 $43M
2024 1 919 $65M

Nearby 401(k) Plans in California

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

Anser Advisory,LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Anser Advisory,LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.032376623 · Participants: 492Anser Advisory,LLC 401(k) Profit Sharing 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
Anser Advisory,LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Anser Advisory,LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Anser Advisory,LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Coadap LLC Profit Sharing 401(k) Plan in PA ($32M); by covered participants it is Austrian Motors Corp. 401(k) Profit-Sharing Plan in MD (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Anser Advisory,LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Anser Advisory,LLC 401(k) Profit Sharing Plan grew at a solid clip - up 9.6% during 2022, from $30M to $32M. Reported net income was -$5M.
How have Anser Advisory, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anser Advisory, LLC.'s sponsor-wide assets grew 101.5%, from $32M to $65M.
Where does Anser Advisory,LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Anser Advisory,LLC 401(k) Profit Sharing Plan ranks in the 84th 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 Anser Advisory,LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coadap LLC Profit Sharing 401(k) Plan in PA ($32M, 832 participants).
Which 401(k) plans cover a similar participant headcount to Anser Advisory,LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austrian Motors Corp. 401(k) Profit-Sharing Plan in MD (492 participants, $54M 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 330690787.

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.