401(k) · DOL Form 5500 · 2023

Anderson Erickson Dairy Co. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
162
Participants Small participant base
68th
Percentile by assets National rank
$98,852
Avg per participant Below avg balance/head
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Official DOL plan name: Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan · Sponsored by Anderson Erickson Dairy Co. · Iowa · Manufacturing

$16M in assets, 162 participants

Anderson Erickson Dairy Co.'s Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan reported $16M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,700 in Manufacturing (18,722 peers)

Coverage in Iowa

Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan covers 162 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#10,700
in Manufacturing (18,722 peers)
+7.2%
assets growth YoY

Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan's outsized position by total assets

Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$16,014,035 Top 32% higher than 68% 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-Erickson Dairy Co. Profit Sharing and 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. Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420115611 · Anderson Erickson Dairy Co. PY 2023 · 401(k)

Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan · $16M · 162 · 68th

  • ASSETS $16M
  • ASSETS 162
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near The Qumulus 401(k) Plan
  • ASSETS ind #10700

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 Iowa →

Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan in the asset neighbourhood

Sigma Computing Inc 401(k) PlanSigma Computing Inc 401(k) P…$16M403(b) Thrift Plan for Employees of Southeastern Louisiana Area Health Education Center403(b) Thrift Plan for Emplo…$16MColt Services, LP 401(k) Profit Sharing PlanColt Services, LP 401(k) Pro…$16MAnderson-Erickson Dairy Co. Profit Sharing and 401(k) PlanAnderson-Erickson Dairy Co. …$16MThe Qumulus 401(k) Plan$16M
End-of-year total assets ($M) among Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN420115611
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anderson Erickson Dairy Co.)

Sponsor-wide plan assets over time

All Anderson Erickson Dairy Co. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 19.45325162159662% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $22.6M $18.2M ▼ -19.5%
Year Plans Participants Total Assets
2022 2 416 $23M
2023 1 162 $16M
2024 1 168 $18M

Nearby 401(k) Plans in Iowa

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

Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan, Total assets ($B): 0.016014035 · Participants: 162Anderson-Erickson Dairy Co. Profit Sharing and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Qumulus 401(k) Plan in IL ($16M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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-Erickson Dairy Co. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan grew at a solid clip - up 7.2% during 2023, from $15M to $16M. Reported net income was $1M.
How have Anderson Erickson Dairy Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anderson Erickson Dairy Co.'s sponsor-wide assets declined 19.5%, from $23M to $18M.
Which 401(k) plans are similar in size to Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Qumulus 401(k) Plan in IL ($16M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A 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 420115611.

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.