401(k) · DOL Form 5500 · 2024

Anchor General Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
196
Participants Below avg headcount
75th
Percentile by assets National rank
$131,830
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anchor General Insurance Group 401(k) Plan · Sponsored by Anchor General Insurance Agency, Inc. · California · Finance & Insurance

$26M in assets, 196 participants

Anchor General Insurance Agency, Inc.'s Anchor General Insurance Group 401(k) Plan reported $26M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,251 in Finance & Insurance (8,549 peers)

Coverage in California

Anchor General Insurance Group 401(k) Plan covers 196 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $26M.

#5,251
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Anchor General Insurance Group 401(k) Plan's outsized position by total assets

Anchor General Insurance Group 401(k) Plan vs every filed plan by assets

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

$25,838,701 Top 25% higher than 75% 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 General Insurance Group 401(k) 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. Anchor General Insurance Group 401(k) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anchor General Insurance Group 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Anchor General Insurance Group 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Anchor General Insurance Group 401(k) Plan reported participants rose from 190 in the plan year 2023 filing to 196 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330677931 · Anchor General Insurance Agency, Inc. PY 2024 · 401(k)

Anchor General Insurance Group 401(k) Plan · $26M · 196 · 75th

  • IND $26M
  • EOY 196
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Waterbridge Management Company 401(k) Plan
  • EIN ind #5251

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 California →

Anchor General Insurance Group 401(k) Plan in the asset neighbourhood

Anchor General Insurance Group 401(k) PlanAnchor General Insurance Gro…$26MWaterbridge Management Company 401(k) PlanWaterbridge Management Compa…$26MMosaic Atm, Inc. 401(k) Plan$26MBws Leasing Inc. Employee 401(k) Profit SharingBws Leasing Inc. Employee 40…$26MVyve 401(k) Plan$26M
End-of-year total assets ($M) among Anchor General Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN330677931
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anchor General Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Anchor General Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 41.35771059459826% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $25.8M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 183 $18M
2023 1 190 $22M
2024 1 196 $26M

Nearby 401(k) Plans in California

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

Anchor General Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Anchor General Insurance Group 401(k) Plan, Total assets ($B): 0.025838701 · Participants: 196Anchor General Insurance Group 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Anchor General Insurance Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Anchor General Insurance Group 401(k) Plan side-by-side with 3 peers →

Anchor General Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Waterbridge Management Company 401(k) Plan in TX ($26M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 General Insurance Group 401(k) Plan assets move in 2024? ▼
Anchor General Insurance Group 401(k) Plan grew sharply - up 17.5% during 2024, from $22M to $26M. Reported net income was $4M.
How have Anchor General Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anchor General Insurance Agency, Inc.'s sponsor-wide assets grew 41.4%, from $18M to $26M.
Where does Anchor General Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Anchor General Insurance Group 401(k) Plan ranks in the 75th 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 401(k) plans are similar in size to Anchor General Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waterbridge Management Company 401(k) Plan in TX ($26M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Anchor General Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sai360 401(k) Savings Plan in IL (196 participants, $55M 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 330677931.

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.