How big is Anderson Homes' plan?

Anderson Homes' plan reported $2.5M in assets and 26 participants for 2024.

Original filing (PDF)20250428123424NAL0012042929001

Anderson Homes

Name: Anderson Homes — Anderson Homes 401(k) PSP, Form 5500 (2024)
Creator: Anderson Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Homes 401(k) PSP

401(k) retirement plan · Anderson Homes' Anderson Homes 401(k) PSP held $2.5M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Heidi L Terrill signed Anderson Homes' 2024 Form 5500 as plan administrator.

Heidi L Terrill — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anderson Homes' EIN is 68-0188682.

EIN 68-0188682

Plan number 001

Plan year 2024

ACK ID 20250428123424NAL0012042929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anderson Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Homes' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDERSON HOMES.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ANDERSON HOMES

EIN

all filings

Address

PO BOX 1237 · LODI, CA · 95241

Phone

(209) 367-7600

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

Mason Retail Group, LLC

Mason Retail Group 401(k) Plan

$2.5M · 4 participants

Dostart Development Company, LLC

Dostart Development Company, LLC 401(k) Profit Sharing Plan & Trust

$2.5M · 5 participants

Rellion, Inc.

Rellion, Inc. Pension Plan

$2.5M · 4 participants

The Norman Company, Inc.

The Norman Company, Inc. 401(k) Plan

$2.5M · 13 participants

Building Owners & Managers Association of Georgia

BOMA - Georgia, Inc. 401(k) Profit Sharing Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.