401(k) · DOL Form 5500 · 2024

Andalusia Investments Inc. 401(k) Plan

Data updated 2026-08-25

$410K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$204,901
Avg per participant Above avg balance/head
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Official DOL plan name: Andalusia Investments 401(k) Trust · Sponsored by Andalusia Investments Inc. · Alabama · Finance & Insurance

$410K in assets, 2 participants

Andalusia Investments Inc.'s Andalusia Investments 401(k) Trust reported $410K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #708 in Finance & Insurance (8,549 peers)

Andalusia Investments Inc. multi-year trail

Andalusia Investments Inc.'s plans moved -11.5% in assets from 2023 to 2024; this filing shows Andalusia Investments 401(k) Trust at $410K / 2 participants.

#708
in Finance & Insurance (8,549 peers)
-11.5%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andalusia Investments 401(k) Trust among the smaller filed plans by assets

Andalusia Investments 401(k) Trust vs every filed plan by assets

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

$409,801 16th percentile higher than 16% 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

Andalusia Investments 401(k) Trust among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andalusia Investments 401(k) Trust reported net income fell from $463K in the plan year 2023 filing to -$53K in the plan year 2024 filing.
  • Andalusia Investments 401(k) Trust end-of-year assets fell from $463K in the plan year 2023 filing to $410K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 931896308 · Andalusia Investments Inc. PY 2024 · 401(k)

Andalusia Investments 401(k) Trust · $410K · 2 · 16th

  • BOY $410K
  • SCH 2
  • EBSA 16th
  • PART 401(k)
  • TYPE near Mariscal Window Treatments, Inc. 401(k) Profit Sharing Plan
  • NET ind #708

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 Finance & Insurance retirement plans → · Plans in Alabama →

Andalusia Investments 401(k) Trust in the asset neighbourhood

Andalusia Investments 401(k) TrustAndalusia Investments 401(k)…$410KMariscal Window Treatments, Inc. 401(k) Profit Sharing PlanMariscal Window Treatments, …$410KHamilton Investment Corp. 401(k) PlanHamilton Investment Corp. 40…$410KPlymouth Canaan 401(k)Plan$410KPeaceful Spaces Retirement PlanPeaceful Spaces Retirement P…$410K
End-of-year total assets ($M) among Andalusia Investments 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Andalusia Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andalusia Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$410K 11.478210905132006% vs 2023
2024 filing year
$0.4M$0.42M$0.44M$0.46M$0.48M 20232024 $0.46M $0.41M ▼ -10.9%
Year Plans Participants Total Assets
2023 1 N/A $463K
2024 1 2 $410K

Andalusia Investments Inc. filing trail (2024)

Total Assets (Beginning of Year)$463K
Net Assets (End of Year)$410K
Net Income-$53K
Employer EIN931896308
Plan Effective Date2023-07-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Andalusia Investments 401(k) Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Andalusia Investments 401(k) Trust, Total assets ($B): 0.000409801 · Participants: 2Andalusia Investments 401(k) TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Andalusia Investments 401(k) Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Andalusia Investments 401(k) Trust side-by-side with 3 peers →

Andalusia Investments 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Mariscal Window Treatments, Inc. 401(k) Profit Sharing Plan in CA ($410K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($410K here).

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 Andalusia Investments 401(k) Trust assets move in 2024? ▼
Andalusia Investments 401(k) Trust pulled back noticeably - down 11.5% during 2024, from $463K to $410K. Reported net income was -$53K.
How have Andalusia Investments Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Andalusia Investments Inc.'s sponsor-wide assets declined 11.5%, from $463K to $410K.
Where does Andalusia Investments 401(k) Trust rank by assets among Form 5500 filers? ▼
Andalusia Investments 401(k) Trust ranks in the 16th 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 Andalusia Investments 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mariscal Window Treatments, Inc. 401(k) Profit Sharing Plan in CA ($410K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Andalusia Investments 401(k) Trust? ▼
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 931896308.

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.