Other
2023 plan-year Other DOL Form 5500

ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

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

ANDERSEN CORPORATION

This Other plan holds $899M in total assets and serves 11,644 participants as of 2023. It is sponsored by ANDERSEN CORPORATION in Minnesota. The plan reported positive net income of $249M for the year.

Total Assets (2023)
$899M
Participants
11,644
State
Industry
Manufacturing

What the Filing Says About ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by ANDERSEN CORPORATION, headquartered in Minnesota. As of the 2023 Form 5500 filing, the plan reports $899M in total end-of-year assets and covers 11,644 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 410123208, and the plan has been effective since 1975-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $647M at the beginning of 2023 to $899M at year-end — a gain of 39.0%. Net assets (after liabilities) closed the year at $887M, with reported net income of $249M 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)$647M
Total Assets (End of Year)$899M
Net Assets (End of Year)$887M
Net Income$249M
Plan TypeOther
Employer EIN410123208
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ANDERSEN CORPORATION)

Year Plans Participants Total Assets
2022 4 22,011 $2.6B
2023 4 25,560 $3.1B
2024 4 26,820 $3.2B

Nearby Other Plans in Minnesota

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN holds $899M in total assets with 11,644 participants. It is sponsored by ANDERSEN CORPORATION.
What type of plan is ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1975-01-01. The plan is filed with the U.S. Department of Labor under EIN 410123208.
Who sponsors the ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by ANDERSEN CORPORATION, located in Minnesota. The sponsor's EIN is 410123208 and the plan operates in the Manufacturing industry.
How did ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN grew by 39.0% during 2023, moving from $647M to $899M in total assets. Net income was $249M.
Where can I find official filings for ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410123208 or plan name at efast.dol.gov.
How does ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Minnesota 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 410123208.

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 official public datasets. See our methodology for details.