401(k) · DOL Form 5500 · 2024

Anchor Partners, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,065
Participants Near avg headcount
73rd
Percentile by assets National rank
$21,394
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anchor Partners 401(k) Profit Sharing Plan · Sponsored by Anchor Partners, LLC · Texas · Manufacturing

$23M in assets, 1,065 participants

Anchor Partners, LLC's Anchor Partners 401(k) Profit Sharing Plan reported $23M in total assets and 1,065 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,158 in Manufacturing (17,777 peers)

Anchor Partners, LLC multi-year trail

Anchor Partners, LLC's plans moved +53.6% in assets from 2022 to 2024; this filing shows Anchor Partners 401(k) Profit Sharing Plan at $23M / 1,065 participants.

#11,158
in Manufacturing (17,777 peers)
+38.0%
assets growth YoY

Anchor Partners 401(k) Profit Sharing Plan's outsized position by total assets

Anchor Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,784,387 Top 27% higher than 73% 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 Partners 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anchor Partners 401(k) Profit Sharing Plan lands in the large band (1,065 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anchor Partners 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Anchor Partners 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Anchor Partners 401(k) Profit Sharing Plan reported participants rose from 887 in the plan year 2023 filing to 1,065 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 301117599 · Anchor Partners, LLC PY 2024 · 401(k)

Anchor Partners 401(k) Profit Sharing Plan · $23M · 1,065 · 73rd

  • SCH $23M
  • SCH 1,065
  • SCH 73rd
  • SCH 401(k)
  • SCH near Bacon, Farmer, Workman Engineering and Testing, Inc. 401(k) Retirement Plan
  • SCH ind #11158

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 Texas →

Anchor Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Anchor Partners 401(k) Profit Sharing PlanAnchor Partners 401(k) Profi…$23MBacon, Farmer, Workman Engineering and Testing, Inc. 401(k) Retirement PlanBacon, Farmer, Workman Engin…$23MHorizons Diagnostics LLC Retirement Savings PlanHorizons Diagnostics LLC Ret…$23MGht Limited 401(k) Plan$23MTechnology Partners, Inc. 401(k) PlanTechnology Partners, Inc. 40…$23M
End-of-year total assets ($M) among Anchor Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Anchor Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Anchor Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.643640472435386% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $22.8M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 719 $15M
2023 1 887 $17M
2024 1 1,065 $23M

Anchor Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN301117599
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Anchor Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Anchor Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.022784387 · Participants: 1065Anchor Partners 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Anchor Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Anchor Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Anchor Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bacon, Farmer, Workman Engineering and Testing, Inc. 401(k) Retirement Plan in KY ($23M); by covered participants it is Palermo Villa, Inc. 401(k) Plan in WI (1,065 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,065 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 Partners 401(k) Profit Sharing Plan assets move in 2024? ▼
Anchor Partners 401(k) Profit Sharing Plan surged - up 38.0% during 2024, from $17M to $23M. Reported net income was $3M.
How have Anchor Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anchor Partners, LLC's sponsor-wide assets grew 53.6%, from $15M to $23M.
Which 401(k) plans are similar in size to Anchor Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bacon, Farmer, Workman Engineering and Testing, Inc. 401(k) Retirement Plan in KY ($23M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Anchor Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palermo Villa, Inc. 401(k) Plan in WI (1,065 participants, $39M 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 301117599.

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.