401(k) · DOL Form 5500 · 2023

D L Anderson & Associates Inc 401(k) Plan

Data updated 2026-08-25

$508K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$253,869
Avg per participant Above avg balance/head
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Official DOL plan name: D L Anderson & Associates Retirement Plan · Sponsored by D L Anderson & Associates Inc · Colorado · Finance & Insurance

$508K in assets, 2 participants

D L Anderson & Associates Inc's D L Anderson & Associates Retirement Plan reported $508K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #976 in Finance & Insurance (8,869 peers)

D L Anderson & Associates Inc multi-year trail

D L Anderson & Associates Inc's plans moved +28.4% in assets from 2022 to 2024; this filing shows D L Anderson & Associates Retirement Plan at $508K / 2 participants.

#976
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY

D L Anderson & Associates Retirement Plan among the smaller filed plans by assets

D L Anderson & Associates Retirement Plan vs every filed plan by assets

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

$507,737 18th percentile higher than 18% 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

D L Anderson & Associates Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D L Anderson & Associates Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D L Anderson & Associates Retirement Plan reported net income rose from -$39K in the plan year 2022 filing to $79K in the plan year 2023 filing.
  • D L Anderson & Associates Retirement Plan end-of-year assets rose from $429K in the plan year 2022 filing to $508K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461562389 · D L Anderson & Associates Inc PY 2023 · 401(k)

D L Anderson & Associates Retirement Plan · $508K · 2 · 18th

  • EOY $508K
  • EOY 2
  • EOY 18th
  • EOY 401(k)
  • EOY near Kmh Insurance Retirement Plan
  • EOY ind #976

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 Finance & Insurance retirement plans → · Plans in Colorado →

D L Anderson & Associates Retirement Plan in the asset neighbourhood

D L Anderson & Associates Retirement PlanD L Anderson & Associates Re…$508KKmh Insurance Retirement Plan$508KBucky's Storage Castle Rock, Inc. 401(k) PlanBucky's Storage Castle Rock,…$508KDnb Management, Inc. 401(k) Profit Sharing PlanDnb Management, Inc. 401(k) …$508KBurr D Enterprises Retirement PlanBurr D Enterprises Retiremen…$507K
End-of-year total assets ($M) among D L Anderson & Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

D L Anderson & Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All D L Anderson & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$551K 28.383504664290026% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.43M $0.55M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 2 $429K
2023 1 2 $508K
2024 1 2 $551K

D L Anderson & Associates Inc filing trail (2023)

Total Assets (Beginning of Year)$429K
Net Assets (End of Year)$508K
Net Income$79K
Employer EIN461562389
Plan Effective Date2012-12-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

D L Anderson & Associates Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants D L Anderson & Associates Retirement Plan, Total assets ($B): 0.000507737 · Participants: 2D L Anderson & Associates Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
D L Anderson & Associates Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare D L Anderson & Associates Retirement Plan side-by-side with 3 peers →

D L Anderson & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Kmh Insurance Retirement Plan in TN ($508K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($508K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 D L Anderson & Associates Retirement Plan assets move in 2023? ▼
D L Anderson & Associates Retirement Plan grew sharply - up 18.4% during 2023, from $429K to $508K. Reported net income was $79K.
How have D L Anderson & Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D L Anderson & Associates Inc's sponsor-wide assets grew 28.4%, from $429K to $551K.
Where does D L Anderson & Associates Retirement Plan rank by assets among Form 5500 filers? ▼
D L Anderson & Associates Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to D L Anderson & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kmh Insurance Retirement Plan in TN ($508K, 4 participants).
Which 401(k) plans cover a similar participant headcount to D L Anderson & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 461562389.

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.