Defined Benefit (Pension) · DOL Form 5500 · 2024

Andersen Corporation Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
7
Participants Small participant base
76th
Percentile by assets National rank
$3.9M
Avg per participant High balance/head
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Official DOL plan name: Andersen Pension Plan · Sponsored by Andersen Corporation · Minnesota · Manufacturing

$27M in assets, 7 participants

Andersen Corporation's Andersen Pension Plan reported $27M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,834 in Manufacturing (17,777 peers)

Where Andersen Pension Plan sits by assets

Andersen Pension Plan sits in the top quartile of all filed plans by assets, $27M for 7 participants (~$3.9M/participant), down 6.0% in 2024.

#11,834
in Manufacturing (17,777 peers)
-6.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andersen Pension Plan's outsized position by total assets

Andersen Pension Plan vs every filed plan by assets

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

$27,071,583 Top 24% higher than 76% 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

Andersen Pension 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. Andersen Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andersen Pension Plan reported net income fell from $454K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Andersen Pension Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Andersen Pension Plan end-of-year assets fell from $29M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410123208 · Andersen Corporation PY 2024 · Defined Benefit (Pension)

Andersen Pension Plan · $27M · 7 · 76th

  • SCH $27M
  • SCH 7
  • SCH 76th
  • SCH Defined Benefit (Pension)
  • SCH near Sbera Pension Plan as Adopted by Eagle Bank
  • SCH ind #11834

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 Manufacturing retirement plans → · Plans in Minnesota →

Andersen Pension Plan in the asset neighbourhood

Interstate Batteries Employees Pension PlanInterstate Batteries Employe…$27MPhysicians Mutual Insurance Company Pension and Benefit PlanPhysicians Mutual Insurance …$27MSandmeyer Steel Company Employees' Pension PlanSandmeyer Steel Company Empl…$27MSbera Pension Plan as Adopted by Eagle BankSbera Pension Plan as Adopte…$27MAndersen Pension Plan$27M
End-of-year total assets ($M) among Andersen Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$27M
Net Income-$2M
Employer EIN410123208
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andersen Corporation)

Sponsor-wide plan assets over time

All Andersen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.2B 25.87036995396942% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B$3.4B 202220232024 $2.56B $3.22B ▲ +25.8%
Year Plans Participants Total Assets
2022 4 22,011 $2.6B
2023 4 25,560 $3.1B
2024 4 26,820 $3.2B

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Andersen Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Andersen Pension Plan, Total assets ($B): 0.027071583 · Participants: 7Andersen Pension PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Andersen Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Andersen Pension Plan side-by-side with 3 peers →

Andersen Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Eagle Bank in MA ($27M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Andersen Pension Plan assets move in 2024? ▼
Andersen Pension Plan pulled back noticeably - down 6.0% during 2024, from $29M to $27M. Reported net income was -$2M.
How have Andersen Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andersen Corporation's sponsor-wide assets grew 25.9%, from $2.6B to $3.2B.
Where does Andersen Pension Plan rank by assets among Form 5500 filers? ▼
Andersen Pension Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Andersen Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Eagle Bank in MA ($27M, 67 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Andersen Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 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 410123208.

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.