401(k) · DOL Form 5500 · 2023
Anser Advisory, LLC. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 806
- Participants Near avg headcount
Official DOL plan name: Anser Advisory, LLC 401(k) Profit · Sponsored by Anser Advisory, LLC. · Florida · Professional & Technical Services
N/A in assets, 806 participants
Anser Advisory, LLC.'s Anser Advisory, LLC 401(k) Profit reported N/A in total assets and 806 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Anser Advisory, LLC. multi-year trail
Anser Advisory, LLC.'s plans moved +101.5% in assets from 2022 to 2024; this filing shows Anser Advisory, LLC 401(k) Profit at N/A / 806 participants.
- -$46M
- reported net income
The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Anser Advisory, LLC 401(k) Profit 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. Anser Advisory, LLC 401(k) Profit sits mid-pack in the medium band (806 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anser Advisory, LLC 401(k) Profit reported net income fell from -$5M in the plan year 2022 filing to -$46M in the plan year 2023 filing.
- Anser Advisory, LLC 401(k) Profit reported participants rose from 492 in the plan year 2022 filing to 806 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 330690787 · Anser Advisory, LLC. PY 2023 · 401(k)
Anser Advisory, LLC 401(k) Profit · N/A · 806
- RANK N/A
- PHOTO 806
- IND PY 2023
- EOY 401(k)
- 5500 near Alerus Financial Corporation Safe Harbor 401(k) Plan
- ASSETS -$46M
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 Professional & Technical Services retirement plans → · Plans in Florida →
Anser Advisory, LLC. multi-year asset trail
Sponsor-wide plan assets over time
All Anser Advisory, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 101.47078341061079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 492 | $32M |
| 2023 | 2 | 1,716 | $43M |
| 2024 | 1 | 919 | $65M |
Anser Advisory, LLC. filing trail (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$46M |
| Employer EIN | 330690787 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Anser Advisory, LLC 401(k) Profit's closest out-of-state 401(k) peers by headcount
Outside Florida, the nearest 401(k) by covered participants is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (806 participants; this filing: 806 participants).
Similar participant headcount
Nearest other-state filings by covered participants (806 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.