401(k) · DOL Form 5500 · 2024

Andi Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$599K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$299,604
Avg per participant High balance/head
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Official DOL plan name: Andi Enterprises, Inc. 401(k) Plan · Sponsored by Andi Enterprises, Inc. · Utah · Retail Trade

$599K in assets, 2 participants

Andi Enterprises, Inc.'s Andi Enterprises, Inc. 401(k) Plan reported $599K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,440 in Retail Trade (8,048 peers)

2024 asset change

Andi Enterprises, Inc. 401(k) Plan grew sharply 22.2% in 2024 ($490K → $599K) for 2 participants.

#2,440
in Retail Trade (8,048 peers)
+22.2%
assets growth YoY

Andi Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Andi Enterprises, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$599,208 19th percentile higher than 19% of 123,620 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 2024

Andi Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andi Enterprises, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andi Enterprises, Inc. 401(k) Plan reported net income rose from -$111K in the plan year 2023 filing to $109K in the plan year 2024 filing.
  • Andi Enterprises, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Andi Enterprises, Inc. 401(k) Plan end-of-year assets rose from $490K in the plan year 2023 filing to $599K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 821863034 · Andi Enterprises, Inc. PY 2024 · 401(k)

Andi Enterprises, Inc. 401(k) Plan · $599K · 2 · 19th

  • VS-ST $599K
  • VS-ST 2
  • VS-ST 19th
  • VS-ST 401(k)
  • VS-ST near Ryan Grace, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2440

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 Retail Trade retirement plans → · Plans in Utah →

Andi Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Andi Enterprises, Inc. 401(k) PlanAndi Enterprises, Inc. 401(k…$599KRyan Grace, Inc. 401(k) Profit Sharing PlanRyan Grace, Inc. 401(k) Prof…$599KEhrnriter Cares LLC 401(k) PlanEhrnriter Cares LLC 401(k) P…$599KTelescan, Inc. Dba Clearpoint Profit Sharing PlanTelescan, Inc. Dba Clearpoin…$599KBehavior Basics Inc 401(k) Profit Sharing Plan & TrustBehavior Basics Inc 401(k) P…$599K
End-of-year total assets ($M) among Andi Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Andi Enterprises, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Andi Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$599K 0.4184628884242994% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.6M $0.6M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 5 $602K
2023 1 3 $490K
2024 1 2 $599K

2024 asset-move particulars

Total Assets (Beginning of Year)$490K
Net Assets (End of Year)$599K
Net Income$109K
Employer EIN821863034
Plan Effective Date2017-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Andi Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Andi Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000599208 · Participants: 2Andi Enterprises, Inc. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Andi Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Andi Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Andi Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Ryan Grace, Inc. 401(k) Profit Sharing Plan in CA ($599K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Andi Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Andi Enterprises, Inc. 401(k) Plan grew sharply - up 22.2% during 2024, from $490K to $599K. Reported net income was $109K.
How have Andi Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andi Enterprises, Inc.'s sponsor-wide assets declined 0.4%, from $602K to $599K.
Where does Andi Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Andi Enterprises, Inc. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Andi Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ryan Grace, Inc. 401(k) Profit Sharing Plan in CA ($599K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Andi Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821863034.

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.