401(k) · DOL Form 5500 · 2023
Anthology Inc. 401(k) Plan
Data updated 2026-08-25
- $244M
- Total assets Near avg plan size
- 458
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $533,826
- Avg per participant High balance/head
Official DOL plan name: Anthology Inc. Retirement Plan · Sponsored by Anthology Inc. · Florida · Educational Services
$244M in assets, 458 participants
Anthology Inc.'s Anthology Inc. Retirement Plan reported $244M in total assets and 458 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,466 in Educational Services (3,735 peers)
Where Anthology Inc. Retirement Plan sits by assets
Anthology Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $244M for 458 participants (~$533,826/participant), up 68.6% in 2023.
- #3,466
- in Educational Services (3,735 peers)
- +68.6%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Anthology Inc. Retirement Plan's outsized position by total assets
Anthology Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$244,492,282 Top 5% higher than 95% 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
Anthology Inc. 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. Anthology Inc. Retirement Plan sits mid-pack in the medium band (458 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anthology Inc. Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Anthology Inc. Retirement Plan reported participants fell from 753 in the plan year 2022 filing to 458 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 650518155 · Anthology Inc. PY 2023 · 401(k)
Anthology Inc. Retirement Plan · $244M · 458 · 95th
- EBSA $244M
- EBSA 458
- EBSA 95th
- EBSA 401(k)
- EBSA near Lumentum 401(k) Plan
- EBSA ind #3466
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 Educational Services retirement plans → · Plans in Florida →
Anthology Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $244M |
| Net Income | $35M |
| Employer EIN | 650518155 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anthology Inc.)
Sponsor-wide plan assets over time
All Anthology Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 753 | N/A |
| 2023 | 1 | 458 | $244M |
| 2024 | 1 | 1,152 | $270M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Anthology Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Lumentum 401(k) Plan in CA ($245M); by covered participants it is Subaru Distributors Corp. Retirement Plan and Trust in NY (458 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($244M here).
- Lumentum 401(k) Plan (CA) $245M · 750
- Goshen Health 401(k) Retirement Savings Plan (IN) $245M · 1,869
- Osisoft, LLC Section 401(k) Plan (CA) $245M · 812
- Efi 401(k) Savings Plan (CA) $244M · 873
Similar participant headcount
Nearest other-state filings by covered participants (458 participants); asset peers above are excluded.
- Subaru Distributors Corp. Retirement Plan and Trust (NY) 458 · 0 off
- Birmingham Fastener & Supply, Inc. 401(k) Plan (AL) 458 · 0 off
- Cbigg Management LLC 401(k) Plan (TX) 458 · 0 off
- Pollen, Inc. Employees Savings Trust Plan (KS) 458 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.