401(k) · DOL Form 5500 · 2024

Anser Advisory, LLC. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
919
Participants Near avg headcount
87th
Percentile by assets National rank
$70,979
Avg per participant Below avg balance/head
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Official DOL plan name: Anser Advisory LLC 401(k) Retirement Plan · Sponsored by Anser Advisory, LLC. · Florida · Professional & Technical Services

$65M in assets, 919 participants

Anser Advisory, LLC.'s Anser Advisory LLC 401(k) Retirement Plan reported $65M in total assets and 919 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,745 in Professional & Technical Services (20,173 peers)

Where Anser Advisory LLC 401(k) Retirement Plan sits by assets

Anser Advisory LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $65M for 919 participants (~$70,979/participant), up 53.2% in 2024.

#17,745
in Professional & Technical Services (20,173 peers)
+53.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Anser Advisory LLC 401(k) Retirement Plan's outsized position by total assets

Anser Advisory LLC 401(k) Retirement Plan vs every filed plan by assets

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

$65,229,436 Top 13% higher than 87% 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

Anser Advisory 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. Anser Advisory LLC 401(k) Retirement Plan sits mid-pack in the medium band (919 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anser Advisory LLC 401(k) Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Anser Advisory LLC 401(k) Retirement Plan reported net income fell from $42M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330690787 · Anser Advisory, LLC. PY 2024 · 401(k)

Anser Advisory LLC 401(k) Retirement Plan · $65M · 919 · 87th

  • NET $65M
  • BOOK 919
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees
  • EBSA ind #17745

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 Professional & Technical Services retirement plans → · Plans in Florida →

Anser Advisory LLC 401(k) Retirement Plan in the asset neighbourhood

Co-Op 401(k) Plan$65MOrthocincy Retirement Plan$65MDra Advisors LLC 401(k) Profit Sharing PlanDra Advisors LLC 401(k) Prof…$65MAnser Advisory LLC 401(k) Retirement PlanAnser Advisory LLC 401(k) Re…$65MHeaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried EmployeesHeaven Hill Distilleries, In…$65M
End-of-year total assets ($M) among Anser Advisory LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$65M
Net Income$23M
Employer EIN330690787
Plan Effective Date2023-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Anser Advisory, LLC.)

Sponsor-wide plan assets over time

All Anser Advisory, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 101.47078341061079% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $32.4M $65.2M ▲ +101.5%
Year Plans Participants Total Assets
2022 1 492 $32M
2023 2 1,716 $43M
2024 1 919 $65M

Nearby 401(k) Plans in Florida

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

Anser Advisory LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Anser Advisory LLC 401(k) Retirement Plan, Total assets ($B): 0.065229436 · Participants: 919Anser Advisory LLC 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Anser Advisory LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Anser Advisory LLC 401(k) Retirement Plan side-by-side with 3 peers →

Anser Advisory LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees in KY ($65M); by covered participants it is Hims 401(k) Plan in CA (919 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (919 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 Anser Advisory LLC 401(k) Retirement Plan assets move in 2024? ▼
Anser Advisory LLC 401(k) Retirement Plan surged - up 53.2% during 2024, from $43M to $65M. Reported net income was $23M.
How have Anser Advisory, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anser Advisory, LLC.'s sponsor-wide assets grew 101.5%, from $32M to $65M.
Where does Anser Advisory LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Anser Advisory LLC 401(k) Retirement Plan ranks in the 87th 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 Anser Advisory LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees in KY ($65M, 697 participants).
Which 401(k) plans cover a similar participant headcount to Anser Advisory LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hims 401(k) Plan in CA (919 participants, $54M 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 330690787.

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.