401(k) · DOL Form 5500 · 2023

Anser Advisory, LLC. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
910
Participants Near avg headcount
84th
Percentile by assets National rank
$46,798
Avg per participant Low balance/head
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Official DOL plan name: Anser Advisory LLC 401(k) Retirement Plan · Sponsored by Anser Advisory, LLC. · Florida · Professional & Technical Services

$43M in assets, 910 participants

Anser Advisory, LLC.'s Anser Advisory LLC 401(k) Retirement Plan reported $43M in total assets and 910 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,218 in Professional & Technical Services (20,321 peers)

Where Anser Advisory LLC 401(k) Retirement Plan sits by assets

Anser Advisory LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 910 participants (~$46,798/participant).

#17,218
in Professional & Technical Services (20,321 peers)
$42M
reported net income
0.4×
vs typical plan assets (national mean)

Anser Advisory LLC 401(k) Retirement Plan's outsized position by total assets

Anser Advisory LLC 401(k) Retirement Plan vs every filed plan by assets

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

$42,586,043 Top 16% higher than 84% 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

Anser Advisory LLC 401(k) 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. Anser Advisory LLC 401(k) Retirement Plan sits mid-pack in the medium band (910 participants).

Published 5500 schedule card

Filing strip 330690787 · Anser Advisory, LLC. PY 2023 · 401(k)

Anser Advisory LLC 401(k) Retirement Plan · $43M · 910 · 84th

  • VS-ST $43M
  • BOY 910
  • SCH 84th
  • EBSA 401(k)
  • PART near Mazzetti 401(k) Plan
  • TYPE ind #17218

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 Professional & Technical Services retirement plans → · Plans in Florida →

Anser Advisory LLC 401(k) Retirement Plan in the asset neighbourhood

Anser Advisory LLC 401(k) Retirement PlanAnser Advisory LLC 401(k) Re…$43MMazzetti 401(k) Plan$43MIovance Biotherapeutics, Inc. 401(k) PlanIovance Biotherapeutics, Inc…$43MSkywater Technology Foundry, Inc. 401(k) PlanSkywater Technology Foundry,…$43MBs&a Software 401(k) Profit Sharing PlanBs&a Software 401(k) Profit …$43M
End-of-year total assets ($M) among Anser Advisory LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$43M
Net Income$42M
Employer EIN330690787
Plan Effective Date2023-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Anser Advisory, LLC.)

Sponsor-wide plan assets over time

All Anser Advisory, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 101.47078341061079% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $32.4M $65.2M ▲ +101.5%
Year Plans Participants Total Assets
2022 1 492 $32M
2023 2 1,716 $43M
2024 1 919 $65M

Nearby 401(k) Plans in Florida

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

Anser Advisory LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Anser Advisory LLC 401(k) Retirement Plan, Total assets ($B): 0.042586043 · Participants: 910Anser Advisory LLC 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Anser Advisory LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Anser Advisory LLC 401(k) Retirement Plan side-by-side with 3 peers →

Anser Advisory LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mazzetti 401(k) Plan in CA ($43M); by covered participants it is Emcor Group, Inc. and Subsidiaries Union Employees' 401(k) Plan in CT (910 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (910 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 have Anser Advisory, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anser Advisory, LLC.'s sponsor-wide assets grew 101.5%, from $32M to $65M.
Where does Anser Advisory LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Anser Advisory LLC 401(k) Retirement Plan ranks in the 84th 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 Anser Advisory LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mazzetti 401(k) Plan in CA ($43M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Anser Advisory LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emcor Group, Inc. and Subsidiaries Union Employees' 401(k) Plan in CT (910 participants, $49M 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 330690787.

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.