401(k) · DOL Form 5500 · 2024

A.a. Anderson & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
174
Participants Small participant base
67th
Percentile by assets National rank
$98,753
Avg per participant Below avg balance/head
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Official DOL plan name: A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan · Sponsored by A.a. Anderson & Co., Inc. · Wisconsin · Wholesale Trade

$17M in assets, 174 participants

A.a. Anderson & Co., Inc.'s A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan reported $17M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,758 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan covers 174 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#3,758
in Wholesale Trade (6,080 peers)
+16.4%
assets growth YoY

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan's outsized position by total assets

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan vs every filed plan by assets

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

$17,183,079 Top 33% higher than 67% 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

A.a. Anderson & Co., Inc. Employees Profit Sharing & 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. A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan reported participants rose from 154 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391017863 · A.a. Anderson & Co., Inc. PY 2024 · 401(k)

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan · $17M · 174 · 67th

  • PART $17M
  • PART 174
  • PART 67th
  • PART 401(k)
  • PART near Superlative Technologies, Inc. 401(k) Plan
  • PART ind #3758

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan in the asset neighbourhood

Logan Contractors Supply, Inc. 401(k) PlanLogan Contractors Supply, In…$17MA.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement PlanA.a. Anderson & Co., Inc. Em…$17MSuperlative Technologies, Inc. 401(k) PlanSuperlative Technologies, In…$17MPalms Medical Group 401(k) PlanPalms Medical Group 401(k) P…$17MTerminix, Et Al. 401(k) Profit Sharing PlanTerminix, Et Al. 401(k) Prof…$17M
End-of-year total assets ($M) among A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN391017863
Plan Effective Date1962-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (A.a. Anderson & Co., Inc.)

Sponsor-wide plan assets over time

All A.a. Anderson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.638197697078507% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $17.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 140 $13M
2023 1 154 $15M
2024 1 174 $17M

Nearby 401(k) Plans in Wisconsin

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

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan, Total assets ($B): 0.017183079 · Participants: 174A.a. Anderson & Co., Inc. Employees Profit Sharing & 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
A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan side-by-side with 3 peers →

A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Superlative Technologies, Inc. 401(k) Plan in VA ($17M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan assets move in 2024? ▼
A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan grew sharply - up 16.4% during 2024, from $15M to $17M. Reported net income was $2M.
How have A.a. Anderson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.a. Anderson & Co., Inc.'s sponsor-wide assets grew 29.6%, from $13M to $17M.
Which 401(k) plans are similar in size to A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superlative Technologies, Inc. 401(k) Plan in VA ($17M, 183 participants).
Which 401(k) plans cover a similar participant headcount to A.a. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M 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 391017863.

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.