401(k) · DOL Form 5500 · 2023

S.W. Anderson Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
103
Participants Small participant base
66th
Percentile by assets National rank
$135,820
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S.W. Anderson Company Savings Plan and Trust · Sponsored by S.W. Anderson Company · Illinois · Wholesale Trade

$14M in assets, 103 participants

S.W. Anderson Company's S.W. Anderson Company Savings Plan and Trust reported $14M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,749 in Wholesale Trade (6,309 peers)

Coverage in Illinois

S.W. Anderson Company Savings Plan and Trust covers 103 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#3,749
in Wholesale Trade (6,309 peers)
+19.7%
assets growth YoY

S.W. Anderson Company Savings Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

S.W. Anderson Company Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,989,463 Top 34% higher than 66% of 127,068 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 2023

S.W. Anderson Company Savings Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.W. Anderson Company Savings Plan and Trust sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.W. Anderson Company Savings Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • S.W. Anderson Company Savings Plan and Trust reported participants rose from 84 in the plan year 2022 filing to 103 in the plan year 2023 filing.
  • S.W. Anderson Company Savings Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362304591 · S.W. Anderson Company PY 2023 · 401(k)

S.W. Anderson Company Savings Plan and Trust · $14M · 103 · 66th

  • VS-ST $14M
  • BOY 103
  • SCH 66th
  • EBSA 401(k)
  • PART near Aceto US, LLC 401(k) Retirement Plan
  • TYPE ind #3749

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 Illinois →

S.W. Anderson Company Savings Plan and Trust in the asset neighbourhood

S.W. Anderson Company Savings Plan and TrustS.W. Anderson Company Saving…$14MAceto US, LLC 401(k) Retirement PlanAceto US, LLC 401(k) Retirem…$14MMarsden Retirement Savings PlanMarsden Retirement Savings P…$14MDawn Foods Union Retirement Savings PlanDawn Foods Union Retirement …$14MPrice Edwards & Company Savings & Retirement PlanPrice Edwards & Company Savi…$14M
End-of-year total assets ($M) among S.W. Anderson Company Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN362304591
Plan Effective Date1955-07-28
Filing StatusFILING RECEIVED

Sponsor Plan History (S.W. Anderson Company)

Sponsor-wide plan assets over time

All S.W. Anderson Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 38.87388755468198% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16.2M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 84 $12M
2023 1 103 $14M
2024 1 98 $16M

Nearby 401(k) Plans in Illinois

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

S.W. Anderson Company Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants S.W. Anderson Company Savings Plan and Trust, Total assets ($B): 0.013989463 · Participants: 103S.W. Anderson Company Savings Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
S.W. Anderson Company Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare S.W. Anderson Company Savings Plan and Trust side-by-side with 3 peers →

S.W. Anderson Company Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Aceto US, LLC 401(k) Retirement Plan in NY ($14M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S.W. Anderson Company Savings Plan and Trust assets move in 2023? ▼
S.W. Anderson Company Savings Plan and Trust grew sharply - up 19.7% during 2023, from $12M to $14M. Reported net income was $2M.
How have S.W. Anderson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.W. Anderson Company's sponsor-wide assets grew 38.9%, from $12M to $16M.
Which 401(k) plans are similar in size to S.W. Anderson Company Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aceto US, LLC 401(k) Retirement Plan in NY ($14M, 164 participants).
Which 401(k) plans cover a similar participant headcount to S.W. Anderson Company Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362304591.

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.