401(k) · DOL Form 5500 · 2024

Anchor Subaru, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
96
Participants Small participant base
47th
Percentile by assets National rank
$68,104
Avg per participant Below avg balance/head
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Official DOL plan name: Anchor Subaru, LLC 401(k) Plan · Sponsored by Anchor Subaru, LLC · Rhode Island · Retail Trade

$7M in assets, 96 participants

Anchor Subaru, LLC's Anchor Subaru, LLC 401(k) Plan reported $7M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,623 in Retail Trade (8,048 peers)

Anchor Subaru, LLC multi-year trail

Anchor Subaru, LLC's plans moved +59.9% in assets from 2022 to 2024; this filing shows Anchor Subaru, LLC 401(k) Plan at $7M / 96 participants.

#4,623
in Retail Trade (8,048 peers)
+25.0%
assets growth YoY

Anchor Subaru, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Anchor Subaru, LLC 401(k) Plan vs every filed plan by assets

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

$6,537,937 47th percentile higher than 47% 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

Anchor Subaru, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anchor Subaru, LLC 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anchor Subaru, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Anchor Subaru, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Anchor Subaru, LLC 401(k) Plan reported participants fell from 102 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 050485698 · Anchor Subaru, LLC PY 2024 · 401(k)

Anchor Subaru, LLC 401(k) Plan · $7M · 96 · 47th

  • IND $7M
  • EOY 96
  • 5500 47th
  • ASSETS 401(k)
  • PCT near Talisen 401(k) and Profit Sharing Plan
  • EIN ind #4623

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 Rhode Island →

Anchor Subaru, LLC 401(k) Plan in the asset neighbourhood

Anchor Subaru, LLC 401(k) PlanAnchor Subaru, LLC 401(k) Pl…$7MTalisen 401(k) and Profit Sharing PlanTalisen 401(k) and Profit Sh…$7MSombrilla Management, LLC 401(k) PlanSombrilla Management, LLC 40…$7MEtkin Management, LLC 401(k) Salary Reduction PlanEtkin Management, LLC 401(k)…$7MBay Resource Corporation RetirementBay Resource Corporation Ret…$7M
End-of-year total assets ($M) among Anchor Subaru, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Anchor Subaru, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Anchor Subaru, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 59.93262608086436% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.09M $6.54M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 96 $4M
2023 1 102 $5M
2024 1 96 $7M

Anchor Subaru, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN050485698
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Anchor Subaru, LLC 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Anchor Subaru, LLC 401(k) Plan, Total assets ($B): 0.006537937 · Participants: 96Anchor Subaru, LLC 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Anchor Subaru, LLC 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Anchor Subaru, LLC 401(k) Plan side-by-side with 3 peers →

Anchor Subaru, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Talisen 401(k) and Profit Sharing Plan in NY ($7M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Anchor Subaru, LLC 401(k) Plan assets move in 2024? ▼
Anchor Subaru, LLC 401(k) Plan grew sharply - up 25.0% during 2024, from $5M to $7M. Reported net income was $1M.
How have Anchor Subaru, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anchor Subaru, LLC's sponsor-wide assets grew 59.9%, from $4M to $7M.
Which 401(k) plans are similar in size to Anchor Subaru, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Talisen 401(k) and Profit Sharing Plan in NY ($7M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Anchor Subaru, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M 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 050485698.

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.