401(k) · DOL Form 5500 · 2024

Annett Holdings Inc 401(k) Plan

Data updated 2026-08-11

$100M
Total assets
3,664
Participants
90th
Percentile by assets
$27,260
Avg per participant
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Official DOL plan name: Annett Holdings, Inc. Employee Savings and Profit Sharing Plan · Sponsored by Annett Holdings Inc · Iowa · Transportation & Warehousing

$100M in assets, 3,664 participants

Annett Holdings Inc's Annett Holdings, Inc. Employee Savings and Profit Sharing Plan reported $100M in total assets and 3,664 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 123,622 plans)
  • #2,909 in Transportation & Warehousing (3,299 peers)

Coverage in Iowa

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan covers 3,664 participants in Iowa, 6.0x the typical Iowa plan (state average ~609 per filing). Assets: $100M.

$100M
total plan assets (2024 EOY)
3,664
covered participants
90th
percentile by assets (of 123,622 plans)
$27,260
avg assets per participant

Where Annett Holdings, Inc. Employee Savings and Profit Sharing Plan sits by total assets

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan vs every filed plan by assets

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

$99,881,595 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Annett Holdings, Inc. Employee Savings and Profit Sharing Plan end-of-year assets rose from $82M in the plan year 2023 filing to $100M in the plan year 2024 filing.
  • Annett Holdings, Inc. Employee Savings and Profit Sharing Plan reported participants rose from 3,387 in the plan year 2023 filing to 3,664 in the plan year 2024 filing.
  • Annett Holdings, Inc. Employee Savings and Profit Sharing Plan reported net income fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Annett Holdings, Inc. Employee Savings and Profit Sharing Plan reports 3,664 participants - 6.0x that state average ($100M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$100M
Net Income$18M
Employer EIN421292482
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annett Holdings Inc)

$400M$450M$500M$550M 202220232024 $425M $518M ▲ +21.9%
Total plan assets by year, all Annett Holdings Inc plans on file
Year Plans Participants Total Assets
2022 2 5,680 $425M
2023 2 6,101 $482M
2024 2 6,636 $518M

Nearby 401(k) Plans in Iowa

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

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Annett Holdings, Inc. Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -1012345 Total assets ($B) Participants Annett Holdings, Inc…The Principal Select…The Rsm US LLP Retir…Iowa Health System S…The Hy-Vee and Affil…Transamerica 401(k) …
Annett Holdings, Inc. Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Annett Holdings, Inc. Employee Savings and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Annett Holdings, Inc. Employee Savings and Profit Sharing Plan assets move in 2024?
Annett Holdings, Inc. Employee Savings and Profit Sharing Plan grew sharply - up 22.1% during 2024, from $82M to $100M. Reported net income was $18M.
How have Annett Holdings Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Annett Holdings Inc's sponsor-wide assets grew 21.9%, from $425M to $518M.
Where does Annett Holdings, Inc. Employee Savings and Profit Sharing Plan rank by assets among Form 5500 filers?
Annett Holdings, Inc. Employee Savings and Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Annett Holdings, Inc. Employee Savings and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Webco Industries, Inc. Employee Investment Plan in OK ($100M, 1,375 participants).

Next read for Annett Holdings, Inc. Employee Savings a…

Filing takeaways

Ways to act on Annett Holdings, Inc. Employee Savings and Profit Sharing Plan's numbers.