ESOP · DOL Form 5500 · 2024
Anderson Insurance Associates, LLC ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $150,052
- Avg per participant Above avg balance/head
Official DOL plan name: Anderson Insurance Associates Employee Stock Ownership Plan · Sponsored by Anderson Insurance Associates, LLC · South Carolina · Finance & Insurance
$9M in assets, 60 participants
Anderson Insurance Associates, LLC's Anderson Insurance Associates Employee Stock Ownership Plan reported $9M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,203 in Finance & Insurance (8,549 peers)
Anderson Insurance Associates, LLC multi-year trail
Anderson Insurance Associates, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Anderson Insurance Associates Employee Stock Ownership Plan at $9M / 60 participants.
- #3,203
- in Finance & Insurance (8,549 peers)
- +2.0%
- assets growth YoY
Anderson Insurance Associates Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Anderson Insurance Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,003,100 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Anderson Insurance Associates Employee Stock Ownership 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. Anderson Insurance Associates Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Anderson Insurance Associates Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $581K in the plan year 2024 filing.
- Anderson Insurance Associates Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 844162574 · Anderson Insurance Associates, LLC PY 2024 · ESOP
Anderson Insurance Associates Employee Stock Ownership Plan · $9M · 60 · 53rd
- PHOTO $9M
- PHOTO 60
- PHOTO 53rd
- PHOTO ESOP
- PHOTO near Midwest Molding Inc Employee Stock Ownership Plan
- PHOTO ind #3203
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 What is an ESOP? → · Plans in South Carolina →
Anderson Insurance Associates Employee Stock Ownership Plan in the asset neighbourhood
Anderson Insurance Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Anderson Insurance Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 32.8468680551467% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $7M |
| 2023 | 1 | 60 | $9M |
| 2024 | 1 | 60 | $9M |
Anderson Insurance Associates, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | -$635K |
| Net Income | $581K |
| Employer EIN | 844162574 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $26M · 56
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $25M · 373
- Ngroup Employee Stock Ownership Plan $25M · 1,859
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $21M · 31
- Synergi Employee Stock Ownership Plan $17M · 286
Anderson Insurance Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is Midwest Molding Inc Employee Stock Ownership Plan in OH ($9M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 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.