401(k) · DOL Form 5500 · 2023

Annabelle & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$422K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$210,955
Avg per participant Above avg balance/head
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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.

  • #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.

#2,820
in Other Services (7,857 peers)
+0.2%
assets growth YoY

Annabelle & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Annabelle & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$421,909 17th percentile higher than 17% 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

Annabelle & Associates, Inc. 401(k) 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. Annabelle & Associates, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261084753 · Annabelle & Associates, Inc. PY 2023 · 401(k)

Annabelle & Associates, Inc. 401(k) Plan · $422K · 2 · 17th

  • IND $422K
  • EOY 2
  • 5500 17th
  • ASSETS 401(k)
  • PCT near Bigwigfiglig, Inc. 401(k) Plan
  • EIN ind #2820

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 Other Services retirement plans → · Plans in Michigan →

Annabelle & Associates, Inc. 401(k) Plan in the asset neighbourhood

Annabelle & Associates, Inc. 401(k) PlanAnnabelle & Associates, Inc.…$422KBigwigfiglig, Inc. 401(k) PlanBigwigfiglig, Inc. 401(k) Pl…$422KMerriman, Hurst & Associates 401(k) PlanMerriman, Hurst & Associates…$422KHulsey Lube Retirement Plan$422KLegare Investments, Inc 401(k) Profit Sharing PlanLegare Investments, Inc 401(…$422K
End-of-year total assets ($M) among Annabelle & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$421K
Net Assets (End of Year)$422K
Net Income$825
Employer EIN261084753
Plan Effective Date2007-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Annabelle & Associates, Inc.)

Sponsor-wide plan assets over time

All Annabelle & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$422K 0.1959229037436711% vs 2022
2023 filing year
$0.42M 20222023 $0.42M $0.42M ▲ +0.0%
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 Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Annabelle & Associates, Inc. 401(k) Plan, Total assets ($B): 0.000421909 · Participants: 2Annabelle & Associates, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Annabelle & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Annabelle & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Annabelle & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Bigwigfiglig, Inc. 401(k) Plan in AZ ($422K); 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 ($422K 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 Annabelle & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Annabelle & Associates, Inc. 401(k) Plan held essentially flat - up 0.2% during 2023, from $421K to $422K. Reported net income was $825.
How have Annabelle & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Annabelle & Associates, Inc.'s sponsor-wide assets grew 0.2%, from $421K to $422K.
Where does Annabelle & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Annabelle & Associates, Inc. 401(k) Plan ranks in the 17th 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 Annabelle & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bigwigfiglig, Inc. 401(k) Plan in AZ ($422K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Annabelle & Associates, Inc. 401(k) 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 261084753.

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.