401(k) · DOL Form 5500 · 2023

Anderson Automotive Group, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
787
Participants Near avg headcount
83rd
Percentile by assets National rank
$51,654
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anderson Automotive Group 401(k) Profit Sharing Plan · Sponsored by Anderson Automotive Group, LLC · North Carolina · Retail Trade

$41M in assets, 787 participants

Anderson Automotive Group, LLC's Anderson Automotive Group 401(k) Profit Sharing Plan reported $41M in total assets and 787 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,616 in Retail Trade (8,414 peers)

Where Anderson Automotive Group 401(k) Profit Sharing Plan sits by assets

Anderson Automotive Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 787 participants (~$51,654/participant), up 63.7% in 2023.

#7,616
in Retail Trade (8,414 peers)
+63.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Anderson Automotive Group 401(k) Profit Sharing Plan's outsized position by total assets

Anderson Automotive Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,651,757 Top 17% higher than 83% 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 Automotive Group 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. Anderson Automotive Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (787 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anderson Automotive Group 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Anderson Automotive Group 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461152475 · Anderson Automotive Group, LLC PY 2023 · 401(k)

Anderson Automotive Group 401(k) Profit Sharing Plan · $41M · 787 · 83rd

  • EIN $41M
  • EIN 787
  • EIN 83rd
  • EIN 401(k)
  • EIN near Mcdonough Corporation Savings and Profit Sharing Plan
  • EIN ind #7616

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 Retail Trade retirement plans → · Plans in North Carolina →

Anderson Automotive Group 401(k) Profit Sharing Plan in the asset neighbourhood

Custard Insurance Adjusters Savings PlanCustard Insurance Adjusters …$41MAnderson Automotive Group 401(k) Profit Sharing PlanAnderson Automotive Group 40…$41MMcdonough Corporation Savings and Profit Sharing PlanMcdonough Corporation Saving…$41MAmalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$41MColonna's Shipyard, Inc. Retirement PlanColonna's Shipyard, Inc. Ret…$41M
End-of-year total assets ($M) among Anderson Automotive Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$41M
Net Income$16M
Employer EIN461152475
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anderson Automotive Group, LLC)

Sponsor-wide plan assets over time

All Anderson Automotive Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 79.87788343472941% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.8M $44.7M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 784 $25M
2023 1 787 $41M
2024 1 1,473 $45M

Nearby 401(k) Plans in North Carolina

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

Anderson Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Anderson Automotive Group 401(k) Profit Sharing Plan, Total assets ($B): 0.040651757 · Participants: 787Anderson Automotive Group 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Anderson Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Anderson Automotive Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Anderson Automotive Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mcdonough Corporation Savings and Profit Sharing Plan in AZ ($41M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (787 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 Automotive Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Anderson Automotive Group 401(k) Profit Sharing Plan surged - up 63.7% during 2023, from $25M to $41M. Reported net income was $16M.
How have Anderson Automotive Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson Automotive Group, LLC's sponsor-wide assets grew 79.9%, from $25M to $45M.
Where does Anderson Automotive Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Anderson Automotive Group 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Anderson Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcdonough Corporation Savings and Profit Sharing Plan in AZ ($41M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Anderson Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants, $71M 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 461152475.

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.