401(k) · DOL Form 5500 · 2023

Anderson Holdings 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
745
Participants Near avg headcount
91st
Percentile by assets National rank
$129,384
Avg per participant Near avg balance/head
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Official DOL plan name: Anderson Holdings 401(k) Savings Plan · Sponsored by Anderson Holdings · California · Real Estate

$96M in assets, 745 participants

Anderson Holdings's Anderson Holdings 401(k) Savings Plan reported $96M in total assets and 745 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,604 in Real Estate (4,727 peers)

Where Anderson Holdings 401(k) Savings Plan sits by assets

Anderson Holdings 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $96M for 745 participants (~$129,384/participant), down 17.9% in 2023.

#4,604
in Real Estate (4,727 peers)
-17.9%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anderson Holdings 401(k) Savings Plan's outsized position by total assets

Anderson Holdings 401(k) Savings Plan vs every filed plan by assets

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

$96,391,377 Top 9% higher than 91% 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

Anderson Holdings 401(k) Savings 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. Anderson Holdings 401(k) Savings Plan sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anderson Holdings 401(k) Savings Plan reported participants fell from 1,289 in the plan year 2022 filing to 745 in the plan year 2023 filing.
  • Anderson Holdings 401(k) Savings Plan reported net income rose from -$32M in the plan year 2022 filing to -$21M in the plan year 2023 filing.
  • Anderson Holdings 401(k) Savings Plan end-of-year assets fell from $117M in the plan year 2022 filing to $96M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952407261 · Anderson Holdings PY 2023 · 401(k)

Anderson Holdings 401(k) Savings Plan · $96M · 745 · 91st

  • NET $96M
  • NET 745
  • NET 91st
  • NET 401(k)
  • NET near Ascensia Savings and Retirement Plan
  • NET ind #4604

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 Real Estate retirement plans → · Plans in California →

Anderson Holdings 401(k) Savings Plan in the asset neighbourhood

Dubois Chemicals, Inc. Retirement Savings PlanDubois Chemicals, Inc. Retir…$96MAnderson Holdings 401(k) Savings PlanAnderson Holdings 401(k) Sav…$96MAscensia Savings and Retirement PlanAscensia Savings and Retirem…$96MFast Retailing USA 401(k) Savings PlanFast Retailing USA 401(k) Sa…$96MKoniag Retirement Plan$96M
End-of-year total assets ($M) among Anderson Holdings 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$96M
Net Income-$21M
Employer EIN952407261
Plan Effective Date1956-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anderson Holdings)

Sponsor-wide plan assets over time

All Anderson Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$93M 20.673515985817463% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $117M $93.2M ▼ -20.7%
Year Plans Participants Total Assets
2022 1 1,289 $117M
2023 1 745 $96M
2024 1 235 $93M

Nearby 401(k) Plans in California

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

Anderson Holdings 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Anderson Holdings 401(k) Savings Plan, Total assets ($B): 0.096391377 · Participants: 745Anderson Holdings 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Anderson Holdings 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Anderson Holdings 401(k) Savings Plan side-by-side with 3 peers →

Anderson Holdings 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ascensia Savings and Retirement Plan in NJ ($96M); by covered participants it is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96M here).

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Anderson Holdings 401(k) Savings Plan assets move in 2023? ▼
Anderson Holdings 401(k) Savings Plan declined sharply - down 17.9% during 2023, from $117M to $96M. Reported net income was -$21M.
How have Anderson Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson Holdings's sponsor-wide assets declined 20.7%, from $117M to $93M.
Where does Anderson Holdings 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Anderson Holdings 401(k) Savings Plan ranks in the 91st 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 Anderson Holdings 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascensia Savings and Retirement Plan in NJ ($96M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Anderson Holdings 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants, $49M 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 952407261.

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.