401(k) · DOL Form 5500 · 2024
S.W. Anderson Company 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $165,684
- Avg per participant Above avg balance/head
Official DOL plan name: S.W. Anderson Company Savings Plan and Trust · Sponsored by S.W. Anderson Company · Illinois · Wholesale Trade
$16M in assets, 98 participants
S.W. Anderson Company's S.W. Anderson Company Savings Plan and Trust reported $16M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #3,633 in Wholesale Trade (6,080 peers)
S.W. Anderson Company multi-year trail
S.W. Anderson Company's plans moved +38.9% in assets from 2022 to 2024; this filing shows S.W. Anderson Company Savings Plan and Trust at $16M / 98 participants.
- #3,633
- in Wholesale Trade (6,080 peers)
- +16.1%
- assets growth YoY
S.W. Anderson Company Savings Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
S.W. Anderson Company Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,237,028 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
S.W. Anderson Company Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.W. Anderson Company Savings Plan and Trust is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S.W. Anderson Company Savings Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- S.W. Anderson Company Savings Plan and Trust reported participants fell from 103 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362304591 · S.W. Anderson Company PY 2024 · 401(k)
S.W. Anderson Company Savings Plan and Trust · $16M · 98 · 66th
- RANK $16M
- RANK 98
- RANK 66th
- RANK 401(k)
- RANK near Fashion Nova, Inc. 401(k) Plan & Trust
- RANK ind #3633
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 Wholesale Trade retirement plans → · Plans in Illinois →
S.W. Anderson Company Savings Plan and Trust in the asset neighbourhood
S.W. Anderson Company multi-year asset trail
Sponsor-wide plan assets over time
All S.W. Anderson Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 38.87388755468198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $12M |
| 2023 | 1 | 103 | $14M |
| 2024 | 1 | 98 | $16M |
S.W. Anderson Company filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 362304591 |
| Plan Effective Date | 1955-07-28 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
S.W. Anderson Company Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Fashion Nova, Inc. 401(k) Plan & Trust in CA ($16M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Fashion Nova, Inc. 401(k) Plan & Trust (CA) $16M · 1,204
- Beaches Dermatology, P.a. 401(k) Profit Sharing Plan (FL) $16M · 47
- Matson Individual Deferred Compensation and Profit Sharing Plan for Bargaining Unit Employees (CA) $16M · 100
- Lerner Universal Corporation 401(k) Retirement Savings Plan (MN) $16M · 100
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.