401(k) · DOL Form 5500 · 2023

Anchor General Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
190
Participants Below avg headcount
74th
Percentile by assets National rank
$115,733
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anchor General Insurance Group 401(k) Plan · Sponsored by Anchor General Insurance Agency, Inc. · California · Finance & Insurance

$22M in assets, 190 participants

Anchor General Insurance Agency, Inc.'s Anchor General Insurance Group 401(k) Plan reported $22M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,447 in Finance & Insurance (8,869 peers)

Coverage in California

Anchor General Insurance Group 401(k) Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $22M.

#5,447
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY

Anchor General Insurance Group 401(k) Plan's outsized position by total assets

Anchor General Insurance Group 401(k) Plan vs every filed plan by assets

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

$21,989,352 Top 26% higher than 74% 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

Anchor General Insurance Group 401(k) 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 General Insurance Group 401(k) Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anchor General Insurance Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Anchor General Insurance Group 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Anchor General Insurance Group 401(k) Plan reported participants rose from 183 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330677931 · Anchor General Insurance Agency, Inc. PY 2023 · 401(k)

Anchor General Insurance Group 401(k) Plan · $22M · 190 · 74th

  • NET $22M
  • NET 190
  • NET 74th
  • NET 401(k)
  • NET near Vuteq Corporation Retirement Readiness 401(k) Plan
  • NET ind #5447

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 California →

Anchor General Insurance Group 401(k) Plan in the asset neighbourhood

Anchor General Insurance Group 401(k) PlanAnchor General Insurance Gro…$22MVuteq Corporation Retirement Readiness 401(k) PlanVuteq Corporation Retirement…$22MPotter Employees 401(k) Plan$22MUnical Aviation, Inc. Profit Sharing and 401(k) PlanUnical Aviation, Inc. Profit…$22MBaytex Energy USA, Inc. 401(k) PlanBaytex Energy USA, Inc. 401(…$22M
End-of-year total assets ($M) among Anchor General Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN330677931
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anchor General Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Anchor General Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 41.35771059459826% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $25.8M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 183 $18M
2023 1 190 $22M
2024 1 196 $26M

Nearby 401(k) Plans in California

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

Anchor General Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Anchor General Insurance Group 401(k) Plan, Total assets ($B): 0.021989352 · Participants: 190Anchor General Insurance Group 401(k) 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
Anchor General Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Anchor General Insurance Group 401(k) Plan side-by-side with 3 peers →

Anchor General Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vuteq Corporation Retirement Readiness 401(k) Plan in KY ($22M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Anchor General Insurance Group 401(k) Plan assets move in 2023? ▼
Anchor General Insurance Group 401(k) Plan grew sharply - up 20.3% during 2023, from $18M to $22M. Reported net income was $4M.
How have Anchor General Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anchor General Insurance Agency, Inc.'s sponsor-wide assets grew 41.4%, from $18M to $26M.
Which 401(k) plans are similar in size to Anchor General Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vuteq Corporation Retirement Readiness 401(k) Plan in KY ($22M, 856 participants).
Which 401(k) plans cover a similar participant headcount to Anchor General Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 330677931.

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.