401(k) · DOL Form 5500 · 2022

Anderson Zurmuehlen & Co., P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
207
Participants Below avg headcount
29th
Percentile by assets National rank
$6,599
Avg per participant Low balance/head
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Official DOL plan name: Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust · Sponsored by Anderson Zurmuehlen & Co., P.C. · Montana · Professional & Technical Services

$1M in assets, 207 participants

Anderson Zurmuehlen & Co., P.C.'s Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,350 in Professional & Technical Services (21,562 peers)

2022 asset change

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust contracted severely 96.9% in 2022 ($44M → $1M) for 207 participants.

#5,350
in Professional & Technical Services (21,562 peers)
-96.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,365,995 29th percentile higher than 29% 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 Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust 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 Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (207 participants).

Form 5500 schedule snapshot

Filing strip 810385940 · Anderson Zurmuehlen & Co., P.C. PY 2022 · 401(k)

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust · $1M · 207 · 29th

  • PHOTO $1M
  • PHOTO 207
  • PHOTO 29th
  • PHOTO 401(k)
  • PHOTO near Difference Principle, Inc. Employee Retirement Plan
  • PHOTO ind #5350

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 Montana →

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & TrustAnderson Zurmuehlen & Co., P…$1MDifference Principle, Inc. Employee Retirement PlanDifference Principle, Inc. E…$1MCollins, Boike & Moore, P.a. 401(k) Profit ShareCollins, Boike & Moore, P.a.…$1MF & G Properties Retirement PlanF & G Properties Retirement …$1MRoad Ranger, LLC 401(k) Plan$1M
End-of-year total assets ($M) among Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$1M
Net Income-$4M
Employer EIN810385940
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1000100200300400500 Total assets ($M) Participants Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 1.365995 · Participants: 207Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & TrustFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Difference Principle, Inc. Employee Retirement Plan in WI ($1M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust contracted severely - down 96.9% during 2022, from $44M to $1M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Difference Principle, Inc. Employee Retirement Plan in WI ($1M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Anderson Zurmuehlen & Co., P.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 810385940.

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.