ESOP · DOL Form 5500 · 2023
Anderson Insurance Associates, LLC ESOP
Data updated 2026-08-11
- $9M
- Total assets
- 60
- Participants
- 56th
- Percentile by assets
- $147,126
- Avg per participant
Official DOL plan name: Anderson Insurance Associates Employee Stock Ownership Plan · Sponsored by Anderson Insurance Associates, LLC · South Carolina · Finance & Insurance
$9M in assets, 60 participants
Anderson Insurance Associates, LLC's Anderson Insurance Associates Employee Stock Ownership Plan reported $9M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- 56th percentile by assets (of 127,072 plans)
- #3,615 in Finance & Insurance (8,869 peers)
Anderson Insurance Associates, LLC multi-year trail
Anderson Insurance Associates, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Anderson Insurance Associates Employee Stock Ownership Plan at $9M / 60 participants.
- $9M
- total plan assets (2023 EOY)
- 60
- covered participants
- 56th
- percentile by assets (of 127,072 plans)
- $147,126
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anderson Insurance Associates Employee Stock Ownership Plan reported net income rose from $472K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Anderson Insurance Associates Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Anderson Insurance Associates Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2022 filing to 60 in the plan year 2023 filing.
Anderson Insurance Associates, LLC across 3 plan years on file
Across the 3 plan years Anderson Insurance Associates, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $9M, a gain of 32.8%, while reported participants moved from 56 to 60 (+7.1%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($7M).
Anderson Insurance Associates, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $7M |
| 2023 | 1 | 60 | $9M |
| 2024 | 1 | 60 | $9M |
Anderson Insurance Associates, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | $2M |
| Employer EIN | 844162574 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Anderson Insurance Associates Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
- Bonitz, Inc. Employee Stock Ownership Plan $62M · 342
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $23M · 50
- Synergi Employee Stock Ownership Plan $21M · 263
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Anderson Insurance Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Anderson Insurance Associates Employee Stock Ownership Plan's numbers.
- By total assets, Anderson Insurance Associates Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
- Anderson Insurance Associates, LLC's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Finance & Insurance plans