401(k) · DOL Form 5500 · 2023

Annex Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
119
Participants Small participant base
60th
Percentile by assets National rank
$91,660
Avg per participant Below avg balance/head
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Official DOL plan name: Annex Wealth Management, LLC 401(k) Retirement Plan · Sponsored by Annex Wealth Management, LLC · Wisconsin · Finance & Insurance

$11M in assets, 119 participants

Annex Wealth Management, LLC's Annex Wealth Management, LLC 401(k) Retirement Plan reported $11M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #4,013 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Annex Wealth Management, LLC 401(k) Retirement Plan covers 119 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#4,013
in Finance & Insurance (8,869 peers)
+32.7%
assets growth YoY

Annex Wealth Management, LLC 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Annex Wealth Management, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$10,907,549 Top 40% higher than 60% 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

Annex Wealth Management, LLC 401(k) Retirement 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. Annex Wealth Management, LLC 401(k) Retirement Plan sits mid-pack in the medium band (119 participants).

Plan-year Form 5500 strip

Filing strip 680524298 · Annex Wealth Management, LLC PY 2023 · 401(k)

Annex Wealth Management, LLC 401(k) Retirement Plan · $11M · 119 · 60th

  • EOY $11M
  • EOY 119
  • EOY 60th
  • EOY 401(k)
  • EOY near Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan
  • EOY ind #4013

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 →

Annex Wealth Management, LLC 401(k) Retirement Plan in the asset neighbourhood

Annex Wealth Management, LLC 401(k) Retirement PlanAnnex Wealth Management, LLC…$11MPediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) PlanPediatric Dentistry & Orthod…$11MHomeland Vinyl Products, Inc. 401(k) Retirement Savings PlanHomeland Vinyl Products, Inc…$11MHatteras Press, Inc. 401(k) Retirement Plan & TrustHatteras Press, Inc. 401(k) …$11MThe Myers Group Retirement PlanThe Myers Group Retirement P…$11M
End-of-year total assets ($M) among Annex Wealth Management, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN680524298
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annex Wealth Management, LLC)

Sponsor-wide plan assets over time

All Annex Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 27.11330473968075% vs 2023
2024 filing year
$10M$11M$12M$13M$14M$15M 20232024 $10.9M $13.9M ▲ +27.0%
Year Plans Participants Total Assets
2023 1 119 $11M
2024 1 139 $14M

Nearby 401(k) Plans in Wisconsin

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

Annex Wealth Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Annex Wealth Management, LLC 401(k) Retirement Plan, Total assets ($B): 0.010907549 · Participants: 119Annex Wealth Management, LLC 401(k) Retirement 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
Annex Wealth Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Annex Wealth Management, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Annex Wealth Management, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan in TN ($11M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Annex Wealth Management, LLC 401(k) Retirement Plan assets move in 2023? ▼
Annex Wealth Management, LLC 401(k) Retirement Plan surged - up 32.7% during 2023, from $8M to $11M. Reported net income was $3M.
How have Annex Wealth Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Annex Wealth Management, LLC's sponsor-wide assets grew 27.1%, from $11M to $14M.
Which 401(k) plans are similar in size to Annex Wealth Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan in TN ($11M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Annex Wealth Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 680524298.

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.