401(k) · DOL Form 5500 · 2023

Anderson Equipment Company 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
239
Participants Below avg headcount
85th
Percentile by assets National rank
$202,452
Avg per participant Above avg balance/head
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Official DOL plan name: Anderson Equipment Company Retirement Savings Plan · Sponsored by Anderson Equipment Company · Pennsylvania · Wholesale Trade

$48M in assets, 239 participants

Anderson Equipment Company's Anderson Equipment Company Retirement Savings Plan reported $48M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,448 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Anderson Equipment Company Retirement Savings Plan covers 239 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $48M.

#5,448
in Wholesale Trade (6,309 peers)
+13.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Anderson Equipment Company Retirement Savings Plan's outsized position by total assets

Anderson Equipment Company Retirement Savings Plan vs every filed plan by assets

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

$48,385,990 Top 15% higher than 85% 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

Anderson Equipment Company Retirement Savings 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. Anderson Equipment Company Retirement Savings Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anderson Equipment Company Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Anderson Equipment Company Retirement Savings Plan end-of-year assets rose from $42M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Anderson Equipment Company Retirement Savings Plan reported participants rose from 224 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250323970 · Anderson Equipment Company PY 2023 · 401(k)

Anderson Equipment Company Retirement Savings Plan · $48M · 239 · 85th

  • VS-ST $48M
  • BOY 239
  • SCH 85th
  • EBSA 401(k)
  • PART near Triplepoint Mep Holdings, LLC 401(k) Savings Plan
  • TYPE ind #5448

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 Pennsylvania →

Anderson Equipment Company Retirement Savings Plan in the asset neighbourhood

Doris Duke Management Foundation 401(k) PlanDoris Duke Management Founda…$48MAnderson Equipment Company Retirement Savings PlanAnderson Equipment Company R…$48MTriplepoint Mep Holdings, LLC 401(k) Savings PlanTriplepoint Mep Holdings, LL…$48MOmni Workspace Company LLC 401(k) PlanOmni Workspace Company LLC 4…$48MSmartbank 401(k) Retirement PlanSmartbank 401(k) Retirement …$48M
End-of-year total assets ($M) among Anderson Equipment Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN250323970
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anderson Equipment Company)

Sponsor-wide plan assets over time

All Anderson Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$60M 23.227814801570247% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.4M $59.6M ▲ +23.2%
Year Plans Participants Total Assets
2022 3 267 $48M
2023 3 278 $56M
2024 3 273 $60M

Nearby 401(k) Plans in Pennsylvania

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

Anderson Equipment Company Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Anderson Equipment Company Retirement Savings Plan, Total assets ($B): 0.04838599 · Participants: 239Anderson Equipment Company Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Anderson Equipment Company Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Anderson Equipment Company Retirement Savings Plan side-by-side with 3 peers →

Anderson Equipment Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Triplepoint Mep Holdings, LLC 401(k) Savings Plan in OH ($48M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Anderson Equipment Company Retirement Savings Plan assets move in 2023? ▼
Anderson Equipment Company Retirement Savings Plan grew at a solid clip - up 13.9% during 2023, from $42M to $48M. Reported net income was $6M.
How have Anderson Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson Equipment Company's sponsor-wide assets grew 23.2%, from $48M to $60M.
Where does Anderson Equipment Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Anderson Equipment Company Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Anderson Equipment Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triplepoint Mep Holdings, LLC 401(k) Savings Plan in OH ($48M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Anderson Equipment Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 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 250323970.

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.