401(k) · DOL Form 5500 · 2023
Anchor Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 887
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $18,607
- Avg per participant Low balance/head
Official DOL plan name: Anchor Partners 401(k) Profit Sharing Plan · Sponsored by Anchor Partners, LLC · Texas · Manufacturing
$17M in assets, 887 participants
Anchor Partners, LLC's Anchor Partners 401(k) Profit Sharing Plan reported $17M in total assets and 887 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #10,866 in Manufacturing (18,722 peers)
Anchor Partners, LLC multi-year trail
Anchor Partners, LLC's plans moved +53.6% in assets from 2022 to 2024; this filing shows Anchor Partners 401(k) Profit Sharing Plan at $17M / 887 participants.
- #10,866
- in Manufacturing (18,722 peers)
- +11.3%
- assets growth YoY
Anchor Partners 401(k) Profit Sharing Plan's outsized position by total assets
Anchor Partners 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,504,804 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Anchor Partners 401(k) Profit Sharing 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. Anchor Partners 401(k) Profit Sharing Plan sits mid-pack in the medium band (887 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anchor Partners 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Anchor Partners 401(k) Profit Sharing Plan reported participants rose from 719 in the plan year 2022 filing to 887 in the plan year 2023 filing.
- Anchor Partners 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 301117599 · Anchor Partners, LLC PY 2023 · 401(k)
Anchor Partners 401(k) Profit Sharing Plan · $17M · 887 · 69th
- PCT $17M
- PCT 887
- PCT 69th
- PCT 401(k)
- PCT near Empire Industries, Inc. 401(k) Profit Sharing Plan
- PCT ind #10866
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 Manufacturing retirement plans → · Plans in Texas →
Anchor Partners 401(k) Profit Sharing Plan in the asset neighbourhood
Anchor Partners, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Anchor Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 53.643640472435386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 719 | $15M |
| 2023 | 1 | 887 | $17M |
| 2024 | 1 | 1,065 | $23M |
Anchor Partners, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 301117599 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Anchor Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Empire Industries, Inc. 401(k) Profit Sharing Plan in CT ($17M); by covered participants it is Bosselman Employee Retirement Plan in NE (887 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Empire Industries, Inc. 401(k) Profit Sharing Plan (CT) $17M · 97
- Directions Credit Union 401(k) Plan and Trust (OH) $17M · 278
- Allied Locke Industries, Inc. 401(k) Savings Plan (IL) $17M · 282
- Wittmann USA Inc. (CT) $17M · 143
Similar participant headcount
Nearest other-state filings by covered participants (887 participants); asset peers above are excluded.
- Bosselman Employee Retirement Plan (NE) 887 · 0 off
- Creative Financial Staffing 401(k) Plan (MA) 887 · 0 off
- Nextiva 401(k) Plan (AZ) 887 · 0 off
- Esse Health Profit Sharing Plan (MO) 887 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.