401(k) · DOL Form 5500 · 2023

Anchor Medical Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
37
Participants Small participant base
64th
Percentile by assets National rank
$343,334
Avg per participant High balance/head
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Official DOL plan name: Anchor Medical Associates Retirement Plan · Sponsored by Anchor Medical Associates, Inc. · Rhode Island · Healthcare & Social Assistance

$13M in assets, 37 participants

Anchor Medical Associates, Inc.'s Anchor Medical Associates Retirement Plan reported $13M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,215 in Healthcare & Social Assistance (17,684 peers)

Anchor Medical Associates, Inc. multi-year trail

Anchor Medical Associates, Inc.'s plans moved +54.7% in assets from 2022 to 2024; this filing shows Anchor Medical Associates Retirement Plan at $13M / 37 participants.

#12,215
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY

Anchor Medical Associates Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Anchor Medical Associates Retirement Plan vs every filed plan by assets

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

$12,703,346 Top 36% higher than 64% 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

Anchor Medical Associates Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anchor Medical Associates Retirement Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anchor Medical Associates Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Anchor Medical Associates Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Anchor Medical Associates Retirement Plan reported participants fell from 38 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050508079 · Anchor Medical Associates, Inc. PY 2023 · 401(k)

Anchor Medical Associates Retirement Plan · $13M · 37 · 64th

  • TYPE $13M
  • TYPE 37
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near Colortech, Inc. 401(k) Plan
  • TYPE ind #12215

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 Healthcare & Social Assistance retirement plans → · Plans in Rhode Island →

Anchor Medical Associates Retirement Plan in the asset neighbourhood

Anchor Medical Associates Retirement PlanAnchor Medical Associates Re…$13MColortech, Inc. 401(k) Plan$13MAdelman Travel Systems, Inc. Profit Sharing 401(k) PlanAdelman Travel Systems, Inc.…$13MSyscom Global Solutions Inc. 401(k) PlanSyscom Global Solutions Inc.…$13MSouthwest Shipyard L.P. 401(k) Savings and Retirement PlanSouthwest Shipyard L.P. 401(…$13M
End-of-year total assets ($M) among Anchor Medical Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Anchor Medical Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Anchor Medical Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.73108778341798% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.8M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 38 $10M
2023 1 37 $13M
2024 1 38 $16M

Anchor Medical Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN050508079
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Anchor Medical Associates Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Anchor Medical Associates Retirement Plan, Total assets ($B): 0.012703346 · Participants: 37Anchor Medical Associates Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Anchor Medical Associates Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Anchor Medical Associates Retirement Plan side-by-side with 3 peers →

Anchor Medical Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Colortech, Inc. 401(k) Plan in TN ($13M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Anchor Medical Associates Retirement Plan assets move in 2023? ▼
Anchor Medical Associates Retirement Plan grew sharply - up 24.1% during 2023, from $10M to $13M. Reported net income was $2M.
How have Anchor Medical Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anchor Medical Associates, Inc.'s sponsor-wide assets grew 54.7%, from $10M to $16M.
Which 401(k) plans are similar in size to Anchor Medical Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colortech, Inc. 401(k) Plan in TN ($13M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Anchor Medical Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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 050508079.

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.