401(k) · DOL Form 5500 · 2024

Anex, Sc 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
33
Participants Small participant base
85th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Anex, Sc 401(k) Profit Sharing Plan · Sponsored by Anex, Sc · Wisconsin · Healthcare & Social Assistance

$56M in assets, 33 participants

Anex, Sc's Anex, Sc 401(k) Profit Sharing Plan reported $56M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,813 in Healthcare & Social Assistance (16,916 peers)

Where Anex, Sc 401(k) Profit Sharing Plan sits by assets

Anex, Sc 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $56M for 33 participants (~$1.7M/participant), up 15.0% in 2024.

#14,813
in Healthcare & Social Assistance (16,916 peers)
+15.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Anex, Sc 401(k) Profit Sharing Plan's outsized position by total assets

Anex, Sc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$56,389,153 Top 15% higher than 85% 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

Anex, Sc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anex, Sc 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anex, Sc 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Anex, Sc 401(k) Profit Sharing Plan end-of-year assets rose from $49M in the plan year 2023 filing to $56M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391808813 · Anex, Sc PY 2024 · 401(k)

Anex, Sc 401(k) Profit Sharing Plan · $56M · 33 · 85th

  • SCH $56M
  • SCH 33
  • SCH 85th
  • SCH 401(k)
  • SCH near Dpe Retirement Savings Plan
  • SCH ind #14813

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Anex, Sc 401(k) Profit Sharing Plan in the asset neighbourhood

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & TrustCovelli Enterprises, Inc. 40…$56MAnex, Sc 401(k) Profit Sharing PlanAnex, Sc 401(k) Profit Shari…$56MDpe Retirement Savings Plan$56MGriffiths Corporation Retirement Savings PlanGriffiths Corporation Retire…$56MDungarvin 401(k) Retirement PlanDungarvin 401(k) Retirement …$56M
End-of-year total assets ($M) among Anex, Sc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN391808813
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anex, Sc)

Sponsor-wide plan assets over time

All Anex, Sc plans reported in each filing year

Latest sponsor-wide plan assets
$56M 41.02020888210083% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40M $56.4M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 29 $40M
2023 1 33 $49M
2024 1 33 $56M

Nearby 401(k) Plans in Wisconsin

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

Anex, Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Anex, Sc 401(k) Profit Sharing Plan, Total assets ($B): 0.056389153 · Participants: 33Anex, Sc 401(k) Profit Sharing 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
Anex, Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Anex, Sc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Anex, Sc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dpe Retirement Savings Plan in LA ($56M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Anex, Sc 401(k) Profit Sharing Plan assets move in 2024? ▼
Anex, Sc 401(k) Profit Sharing Plan grew at a solid clip - up 15.0% during 2024, from $49M to $56M. Reported net income was $7M.
How have Anex, Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anex, Sc's sponsor-wide assets grew 41.0%, from $40M to $56M.
Where does Anex, Sc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Anex, Sc 401(k) Profit Sharing Plan ranks in the 85th 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 Anex, Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dpe Retirement Savings Plan in LA ($56M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Anex, Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 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 391808813.

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.