401(k) · DOL Form 5500 · 2024

Mark Anderson & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
253
Participants Below avg headcount
50th
Percentile by assets National rank
$30,092
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mark Anderson and Associates, Inc. 401(k) Plan · Sponsored by Mark Anderson & Associates, Inc. · Wisconsin · Manufacturing

$8M in assets, 253 participants

Mark Anderson & Associates, Inc.'s Mark Anderson and Associates, Inc. 401(k) Plan reported $8M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,119 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Mark Anderson and Associates, Inc. 401(k) Plan covers 253 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#6,119
in Manufacturing (17,777 peers)
+25.0%
assets growth YoY

Mark Anderson and Associates, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Mark Anderson and Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$7,613,204 Top 50% higher than 50% 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

Mark Anderson and Associates, Inc. 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. Mark Anderson and Associates, Inc. 401(k) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark Anderson and Associates, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Mark Anderson and Associates, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mark Anderson and Associates, Inc. 401(k) Plan reported participants rose from 241 in the plan year 2023 filing to 253 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391374457 · Mark Anderson & Associates, Inc. PY 2024 · 401(k)

Mark Anderson and Associates, Inc. 401(k) Plan · $8M · 253 · 50th

  • EBSA $8M
  • EBSA 253
  • EBSA 50th
  • EBSA 401(k)
  • EBSA near Cypress Grove 401(k) Plan
  • EBSA ind #6119

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 Manufacturing retirement plans → · Plans in Wisconsin →

Mark Anderson and Associates, Inc. 401(k) Plan in the asset neighbourhood

Mark Anderson and Associates, Inc. 401(k) PlanMark Anderson and Associates…$8MCypress Grove 401(k) Plan$8MChesapeake Technology, Inc 401(k) Profit Sharing PlanChesapeake Technology, Inc 4…$8MRefuel 401(k) Plan$8MUnited Dental Partners, LLC 401(k) Profit Sharing & PlanUnited Dental Partners, LLC …$8M
End-of-year total assets ($M) among Mark Anderson and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN391374457
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark Anderson & Associates, Inc.)

Sponsor-wide plan assets over time

All Mark Anderson & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 72.75464686882934% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.41M $7.61M ▲ +72.6%
Year Plans Participants Total Assets
2022 1 222 $4M
2023 1 241 $6M
2024 1 253 $8M

Nearby 401(k) Plans in Wisconsin

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

Mark Anderson and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Mark Anderson and Associates, Inc. 401(k) Plan, Total assets ($B): 0.007613204 · Participants: 253Mark Anderson and Associates, Inc. 401(k) 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
Mark Anderson and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mark Anderson and Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Mark Anderson and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cypress Grove 401(k) Plan in CA ($8M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Mark Anderson and Associates, Inc. 401(k) Plan assets move in 2024? ▼
Mark Anderson and Associates, Inc. 401(k) Plan grew sharply - up 25.0% during 2024, from $6M to $8M. Reported net income was $2M.
How have Mark Anderson & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Anderson & Associates, Inc.'s sponsor-wide assets grew 72.8%, from $4M to $8M.
Which 401(k) plans are similar in size to Mark Anderson and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cypress Grove 401(k) Plan in CA ($8M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Mark Anderson and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants, N/A 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 391374457.

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.