401(k) · DOL Form 5500 · 2023

Annett Holdings Inc 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
3,387
Participants Above avg headcount
90th
Percentile by assets National rank
$24,154
Avg per participant Low balance/head
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Official DOL plan name: Annett Holdings, Inc. Employee Savings and Profit Sharing Plan · Sponsored by Annett Holdings Inc · Iowa · Transportation & Warehousing

$82M in assets, 3,387 participants

Annett Holdings Inc's Annett Holdings, Inc. Employee Savings and Profit Sharing Plan reported $82M in total assets and 3,387 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,947 in Transportation & Warehousing (3,362 peers)

Coverage in Iowa

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan covers 3,387 participants in Iowa, 5.6x the typical Iowa plan (state average ~609 per filing). Assets: $82M.

#2,947
in Transportation & Warehousing (3,362 peers)
+29.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan's outsized position by total assets

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan vs every filed plan by assets

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

$81,807,986 Top 10% higher than 90% 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

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annett Holdings, Inc. Employee Savings and Profit Sharing Plan lands in the large band (3,387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annett Holdings, Inc. Employee Savings and Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Annett Holdings, Inc. Employee Savings and Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Annett Holdings, Inc. Employee Savings and Profit Sharing Plan reported participants rose from 3,098 in the plan year 2022 filing to 3,387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421292482 · Annett Holdings Inc PY 2023 · 401(k)

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan · $82M · 3,387 · 90th

  • PCT $82M
  • PCT 3,387
  • PCT 90th
  • PCT 401(k)
  • PCT near The Suddath Companies
  • PCT ind #2947

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 Transportation & Warehousing retirement plans → · Plans in Iowa →

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan in the asset neighbourhood

Feld Entertainment, Inc. 401(k) PlanFeld Entertainment, Inc. 401…$82MSocotec, Inc. Profit Sharing PlanSocotec, Inc. Profit Sharing…$82MAnnett Holdings, Inc. Employee Savings and Profit Sharing PlanAnnett Holdings, Inc. Employ…$82MThe Suddath Companies$82MXcel Hr 401(k) Plan$82M
End-of-year total assets ($M) among Annett Holdings, Inc. Employee Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$82M
Net Income$19M
Employer EIN421292482
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annett Holdings Inc)

Sponsor-wide plan assets over time

All Annett Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$518M 21.916221321825976% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $425M $518M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 5,680 $425M
2023 2 6,101 $482M
2024 2 6,636 $518M

Nearby 401(k) Plans in Iowa

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

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -1012345 Total assets ($B) Participants Annett Holdings, Inc. Employee Savings and Profit Sharing Plan, Total assets ($B): 0.081807986 · Participants: 3387Annett Holdings, Inc. Employee Savings and Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Annett Holdings, Inc. Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Annett Holdings, Inc. Employee Savings and Profit Sharing Plan side-by-side with 3 peers →

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Suddath Companies in FL ($82M); by covered participants it is Wec Energy Group Retirement Savings Plan in WI (3,386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,387 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 Annett Holdings, Inc. Employee Savings and Profit Sharing Plan assets move in 2023? ▼
Annett Holdings, Inc. Employee Savings and Profit Sharing Plan grew sharply - up 29.9% during 2023, from $63M to $82M. Reported net income was $19M.
How have Annett Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Annett Holdings Inc's sponsor-wide assets grew 21.9%, from $425M to $518M.
Where does Annett Holdings, Inc. Employee Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Annett Holdings, Inc. Employee Savings and Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Annett Holdings, Inc. Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Suddath Companies in FL ($82M, 2,002 participants).
Which 401(k) plans cover a similar participant headcount to Annett Holdings, Inc. Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wec Energy Group Retirement Savings Plan in WI (3,386 participants, $1.5B 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 421292482.

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.