401(k) · DOL Form 5500 · 2023

Ansay & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
244
Participants Below avg headcount
78th
Percentile by assets National rank
$111,338
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ansay & Associates, LLC 401(k) Plan · Sponsored by Ansay & Associates, LLC · Wisconsin · Finance & Insurance

$27M in assets, 244 participants

Ansay & Associates, LLC's Ansay & Associates, LLC 401(k) Plan reported $27M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,865 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Ansay & Associates, LLC 401(k) Plan covers 244 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#5,865
in Finance & Insurance (8,869 peers)
+21.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ansay & Associates, LLC 401(k) Plan's outsized position by total assets

Ansay & Associates, LLC 401(k) Plan vs every filed plan by assets

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

$27,166,373 Top 22% higher than 78% 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

Ansay & Associates, 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. Ansay & Associates, LLC 401(k) Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ansay & Associates, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ansay & Associates, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Ansay & Associates, LLC 401(k) Plan reported participants rose from 238 in the plan year 2022 filing to 244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271304628 · Ansay & Associates, LLC PY 2023 · 401(k)

Ansay & Associates, LLC 401(k) Plan · $27M · 244 · 78th

  • SCH $27M
  • EBSA 244
  • PART 78th
  • TYPE 401(k)
  • NET near Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan
  • BOOK ind #5865

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 Wisconsin →

Ansay & Associates, LLC 401(k) Plan in the asset neighbourhood

Ansay & Associates, LLC 401(k) PlanAnsay & Associates, LLC 401(…$27MTechnology Concepts & Design, Inc. Employee Stock Ownership and Savings PlanTechnology Concepts & Design…$27MThe Mortgage Firm, Inc. 401(k) PlanThe Mortgage Firm, Inc. 401(…$27MStem, Inc. 401(k) Plan$27MRiviera Finance, LLC 401(k) PlanRiviera Finance, LLC 401(k) …$27M
End-of-year total assets ($M) among Ansay & Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN271304628
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ansay & Associates, LLC)

Sponsor-wide plan assets over time

All Ansay & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 34.9094025266718% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $30.1M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 238 $22M
2023 1 244 $27M
2024 1 235 $30M

Nearby 401(k) Plans in Wisconsin

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

Ansay & Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Ansay & Associates, LLC 401(k) Plan, Total assets ($B): 0.027166373 · Participants: 244Ansay & Associates, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Ansay & Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ansay & Associates, LLC 401(k) Plan side-by-side with 3 peers →

Ansay & Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan in NC ($27M); by covered participants it is Color Image Apparel, Inc. 401(k) Profit Sharing Plan B in CA (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Ansay & Associates, LLC 401(k) Plan assets move in 2023? ▼
Ansay & Associates, LLC 401(k) Plan grew sharply - up 21.7% during 2023, from $22M to $27M. Reported net income was $5M.
How have Ansay & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ansay & Associates, LLC's sponsor-wide assets grew 34.9%, from $22M to $30M.
Where does Ansay & Associates, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ansay & Associates, LLC 401(k) Plan ranks in the 78th 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 Ansay & Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan in NC ($27M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Ansay & Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Color Image Apparel, Inc. 401(k) Profit Sharing Plan B in CA (244 participants, $3M 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 271304628.

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.