401(k) · DOL Form 5500 · 2024

Annex Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
139
Participants Small participant base
63rd
Percentile by assets National rank
$99,748
Avg per participant Below avg balance/head
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Official DOL plan name: Annex Wealth Management, LLC 401(k) Retirement Plan · Sponsored by Annex Wealth Management, LLC · Wisconsin · Finance & Insurance

$14M in assets, 139 participants

Annex Wealth Management, LLC's Annex Wealth Management, LLC 401(k) Retirement Plan reported $14M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,993 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Annex Wealth Management, LLC 401(k) Retirement Plan covers 139 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#3,993
in Finance & Insurance (8,549 peers)
+27.1%
assets growth YoY

Annex Wealth Management, LLC 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Annex Wealth Management, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$13,864,946 Top 37% higher than 63% 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

Annex Wealth Management, LLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annex Wealth Management, LLC 401(k) Retirement Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Annex Wealth Management, LLC 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Annex Wealth Management, LLC 401(k) Retirement Plan reported participants rose from 119 in the plan year 2023 filing to 139 in the plan year 2024 filing.
  • Annex Wealth Management, LLC 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680524298 · Annex Wealth Management, LLC PY 2024 · 401(k)

Annex Wealth Management, LLC 401(k) Retirement Plan · $14M · 139 · 63rd

  • PCT $14M
  • PCT 139
  • PCT 63rd
  • PCT 401(k)
  • PCT near Shetland Properties Employee Savings and Retirement Plan
  • PCT ind #3993

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 Wisconsin →

Annex Wealth Management, LLC 401(k) Retirement Plan in the asset neighbourhood

J.a. Watts, Inc. 401(k) Plan$14MBiscuitville 401(k) Plan$14MAnnex Wealth Management, LLC 401(k) Retirement PlanAnnex Wealth Management, LLC…$14MShetland Properties Employee Savings and Retirement PlanShetland Properties Employee…$14MRecycling Management Resources, LLC 401(k) PlanRecycling Management Resourc…$14M
End-of-year total assets ($M) among Annex Wealth Management, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN680524298
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annex Wealth Management, LLC)

Sponsor-wide plan assets over time

All Annex Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 27.11330473968075% vs 2023
2024 filing year
$10M$11M$12M$13M$14M$15M 20232024 $10.9M $13.9M ▲ +27.0%
Year Plans Participants Total Assets
2023 1 119 $11M
2024 1 139 $14M

Nearby 401(k) Plans in Wisconsin

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

Annex Wealth Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Annex Wealth Management, LLC 401(k) Retirement Plan, Total assets ($B): 0.013864946 · Participants: 139Annex Wealth Management, LLC 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Annex Wealth Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Annex Wealth Management, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Annex Wealth Management, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Shetland Properties Employee Savings and Retirement Plan in MA ($14M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Annex Wealth Management, LLC 401(k) Retirement Plan assets move in 2024? ▼
Annex Wealth Management, LLC 401(k) Retirement Plan grew sharply - up 27.1% during 2024, from $11M to $14M. Reported net income was $3M.
How have Annex Wealth Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Annex Wealth Management, LLC's sponsor-wide assets grew 27.1%, from $11M to $14M.
Which 401(k) plans are similar in size to Annex Wealth Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shetland Properties Employee Savings and Retirement Plan in MA ($14M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Annex Wealth Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M 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 680524298.

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.