401(k) · DOL Form 5500 · 2024
Anderton Group II, Ltd. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $26,668
- Avg per participant Low balance/head
Official DOL plan name: Anderton Group II, Ltd. 401(k) Plan · Sponsored by Anderton Group II, Ltd. · Texas · Other Services
$3M in assets, 126 participants
Anderton Group II, Ltd.'s Anderton Group II, Ltd. 401(k) Plan reported $3M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #4,570 in Other Services (7,719 peers)
Coverage in Texas
Anderton Group II, Ltd. 401(k) Plan covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $3M.
- #4,570
- in Other Services (7,719 peers)
- +4.7%
- assets growth YoY
Anderton Group II, Ltd. 401(k) Plan's mid-pack asset rank among Other Services and all filers
Anderton Group II, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,360,118 36th percentile higher than 36% 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
Anderton Group II, Ltd. 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. Anderton Group II, Ltd. 401(k) Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Anderton Group II, Ltd. 401(k) Plan reported net income fell from $132K in the plan year 2023 filing to $34K in the plan year 2024 filing.
- Anderton Group II, Ltd. 401(k) Plan reported participants rose from 119 in the plan year 2023 filing to 126 in the plan year 2024 filing.
- Anderton Group II, Ltd. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 202054559 · Anderton Group II, Ltd. PY 2024 · 401(k)
Anderton Group II, Ltd. 401(k) Plan · $3M · 126 · 36th
- BOY $3M
- SCH 126
- EBSA 36th
- PART 401(k)
- TYPE near Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan
- NET ind #4570
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 Other Services retirement plans → · Plans in Texas →
Anderton Group II, Ltd. 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $34K |
| Employer EIN | 202054559 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anderton Group II, Ltd.)
Sponsor-wide plan assets over time
All Anderton Group II, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 9.214379648355049% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $3M |
| 2023 | 1 | 119 | $3M |
| 2024 | 1 | 126 | $3M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Anderton Group II, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.