401(k) · DOL Form 5500 · 2024
The Annex Group, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $30,882
- Avg per participant Low balance/head
Official DOL plan name: The Annex Group, LLC 401(k) Plan · Sponsored by The Annex Group, LLC · Indiana · Real Estate
$3M in assets, 86 participants
The Annex Group, LLC's The Annex Group, LLC 401(k) Plan reported $3M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,395 in Real Estate (4,605 peers)
What the 2024 filing shows
The Annex Group, LLC 401(k) Plan holds $3M for 86 participants - about $30,882 per participant, in the lower half of filed plans by assets.
- #2,395
- in Real Estate (4,605 peers)
- $1M
- reported net income
The Annex Group, LLC 401(k) Plan among the smaller filed plans by assets
The Annex Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,655,868 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Annex Group, 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. The Annex Group, LLC 401(k) Plan is a small filing (86 participants) on this national headcount ladder.
DOL schedule card
Filing strip 823520846 · The Annex Group, LLC PY 2024 · 401(k)
The Annex Group, LLC 401(k) Plan · $3M · 86 · 33rd
- SCH $3M
- SCH 86
- SCH 33rd
- SCH 401(k)
- SCH near Grey Matter Group 401(k) Plan
- SCH ind #2395
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 Real Estate retirement plans → · Plans in Indiana →
The Annex Group, LLC 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 823520846 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
The Annex Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Grey Matter Group 401(k) Plan in MI ($3M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Grey Matter Group 401(k) Plan (MI) $3M · 8
- Procurant USA 401(k) Plan (CA) $3M · 42
- Delco Electric, Inc. Retirement Plan (OK) $3M · 82
- Chautauqua Abstract Company 401(k) Plan (NY) $3M · 27
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
- Visionweb 401(k) Plan (TX) 86 · 0 off
- Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
- Aq Transformer Solutions Inc. (OH) 86 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.