401(k) · DOL Form 5500 · 2023

Anchor Subaru, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 102
Participants Small participant base: 45th
Percentile by assets National rank: $51,274
Avg per participant Low balance/head

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Official DOL plan name: Anchor Subaru, LLC 401(k) Plan · Sponsored by Anchor Subaru, LLC · Rhode Island · Retail Trade

$5M in assets, 102 participants

Anchor Subaru, LLC's Anchor Subaru, LLC 401(k) Plan reported $5M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#4,688 in Retail Trade (8,414 peers)

Coverage in Rhode Island

Anchor Subaru, LLC 401(k) Plan covers 102 participants in Rhode Island, about 7% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $5M.

#4,688
in Retail Trade (8,414 peers): +27.9%
assets growth YoY

Anchor Subaru, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Anchor Subaru, LLC 401(k) Plan vs every filed plan by assets

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

$5,229,949 45th percentile higher than 45% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Anchor Subaru, LLC 401(k) Plan 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. Anchor Subaru, LLC 401(k) Plan sits mid-pack in the medium band (102 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Anchor Subaru, LLC 401(k) Plan reported net income rose from -$539K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Anchor Subaru, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Anchor Subaru, LLC 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050485698 · Anchor Subaru, LLC PY 2023 · 401(k)

Anchor Subaru, LLC 401(k) Plan · $5M · 102 · 45th

PCT $5M
PCT 102
PCT 45th
PCT 401(k)
PCT near Surfline Wavetrak, Inc. 401(k) Plan
PCT ind #4688

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 Retail Trade retirement plans → · Plans in Rhode Island →

End-of-year total assets ($M) among Anchor Subaru, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	050485698
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Anchor Subaru, LLC)

Latest sponsor-wide plan assets: $7M 59.93262608086436% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	96	$4M
2023	1	102	$5M
2024	1	96	$7M

Nearby 401(k) Plans in Rhode Island

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

Anchor Subaru, LLC 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

CVS Health Future Fund 401(k) Plan $27.6B · 265,760
Textron Savings Plan $5.7B · 26,580
Cfg Retirement Savings Plan $2.9B · 19,047
Unfi 401(k) Plan $2.7B · 25,475
Fm Global 401(k) Savings Plan $1.7B · 4,295

Compare Anchor Subaru, LLC 401(k) Plan side-by-side with 3 peers →

Anchor Subaru, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Surfline Wavetrak, Inc. 401(k) Plan in CA ($5M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Surfline Wavetrak, Inc. 401(k) Plan (CA) $5M · 92
Highland Paving Company, LLC 401(k) Plan (NC) $5M · 165
Bronx Internal Medicine Associates PC 401(k) Plan (NY) $5M · 3
Olympus Clinic 401(k) Profit Sharing Plan (UT) $5M · 23

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

Air-Land Transport Service, Inc. 401(k) Plan (IL) 102 · 0 off
Competitive Engineering, Inc. 401(k) Profit Sharing Plan (AZ) 102 · 0 off
Zevia Pbc 401(k) and Profit Sharing Plan (CA) 102 · 0 off
Radix Trading 401(k) Plan (IL) 102 · 0 off

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 Anchor Subaru, LLC 401(k) Plan assets move in 2023? ▼

Anchor Subaru, LLC 401(k) Plan grew sharply - up 27.9% during 2023, from $4M to $5M. Reported net income was $1M.

How have Anchor Subaru, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Anchor Subaru, LLC's sponsor-wide assets grew 59.9%, from $4M to $7M.

Which 401(k) plans are similar in size to Anchor Subaru, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Surfline Wavetrak, Inc. 401(k) Plan in CA ($5M, 92 participants).

Which 401(k) plans cover a similar participant headcount to Anchor Subaru, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 050485698.