401(k) · DOL Form 5500 · 2023
Annabelle & Associates, Inc. 401(k) Plan
Data updated 2026-08-11
- $422K
- Total assets
- 2
- Participants
- 17th
- Percentile by assets
- $210,955
- Avg per participant
Official DOL plan name: Annabelle & Associates, Inc. 401(k) Plan · Sponsored by Annabelle & Associates, Inc. · Michigan · Other Services
$422K in assets, 2 participants
Annabelle & Associates, Inc.'s Annabelle & Associates, Inc. 401(k) Plan reported $422K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- 17th percentile by assets (of 127,072 plans)
- #2,820 in Other Services (7,857 peers)
What the 2023 filing shows
Annabelle & Associates, Inc. 401(k) Plan holds $422K for 2 participants - about $210,955 per participant, among the smaller plans by assets on file.
- $422K
- total plan assets (2023 EOY)
- 2
- covered participants
- 17th
- percentile by assets (of 127,072 plans)
- $210,955
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Annabelle & Associates, Inc. 401(k) Plan reported net income rose from $34 in the plan year 2022 filing to $825 in the plan year 2023 filing.
- Annabelle & Associates, Inc. 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to 2 in the plan year 2023 filing.
401(k) filing for Annabelle & Associates, Inc. 401(k) Plan
401(k) filing for plan year 2023: EIN 261084753 ; effective since 2007-08-31 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $421K |
|---|---|
| Net Assets (End of Year) | $422K |
| Net Income | $825 |
| Employer EIN | 261084753 |
| Plan Effective Date | 2007-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annabelle & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $421K |
| 2023 | 1 | 2 | $422K |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Annabelle & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Annabelle & Associates, Inc. 401(k) Plan by total assets, not by location.
- Bigwigfiglig, Inc. 401(k) Plan (AZ) $422K · 2
- Merriman, Hurst & Associates 401(k) Plan (CA) $422K · 4
- Hulsey Lube Retirement Plan (AR) $422K · 6
- Legare Investments, Inc 401(k) Profit Sharing Plan (SC) $422K · 4
Frequently Asked Questions
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Next read for Annabelle & Associates, Inc. 401(k) Plan
Filing takeaways
Ways to act on Annabelle & Associates, Inc. 401(k) Plan's numbers.
- By total assets, Annabelle & Associates, Inc. 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- Annabelle & Associates, Inc.'s sponsor-wide assets have grown 0.2% since 2022 across 2 plan years on file. More Other Services plans