401(k) · DOL Form 5500 · 2022

Annuity Health Holdings LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
413
Participants Below avg headcount
42nd
Percentile by assets National rank
$7,689
Avg per participant Low balance/head
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Official DOL plan name: Annuity Health Holdings LLC, 401(k) Retirement Savings Plan · Sponsored by Annuity Health Holdings LLC · South Carolina · Administrative & Support Services

$3M in assets, 413 participants

Annuity Health Holdings LLC's Annuity Health Holdings LLC, 401(k) Retirement Savings Plan reported $3M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,208 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Annuity Health Holdings LLC, 401(k) Retirement Savings Plan ranks #3,208 of 4,927 2022 filers by assets (909% of the sector average)-$3M for 413 participants.

#3,208
in Administrative & Support Services (4,927 peers)
-15.0%
assets change YoY

The plan reported a net loss of $562K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Annuity Health Holdings LLC, 401(k) Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Annuity Health Holdings LLC, 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,175,563 42nd percentile higher than 42% of 139,123 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 2022

Annuity Health Holdings LLC, 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Health Holdings LLC, 401(k) Retirement Savings Plan sits mid-pack in the medium band (413 participants).

DOL schedule card

Filing strip 843803336 · Annuity Health Holdings LLC PY 2022 · 401(k)

Annuity Health Holdings LLC, 401(k) Retirement Savings Plan · $3M · 413 · 42nd

  • SCH $3M
  • EBSA 413
  • PART 42nd
  • TYPE 401(k)
  • NET near Txr Global Technology Services Profit Sharing Plan & Trust
  • BOOK ind #3208

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 Administrative & Support Services retirement plans → · Plans in South Carolina →

Annuity Health Holdings LLC, 401(k) Retirement Savings Plan in the asset neighbourhood

Annuity Health Holdings LLC, 401(k) Retirement Savings PlanAnnuity Health Holdings LLC,…$3MTxr Global Technology Services Profit Sharing Plan & TrustTxr Global Technology Servic…$3MHomeland Credit Union, Inc. 401(k) PlanHomeland Credit Union, Inc. …$3MDisk-O-Tape, Inc. 401(k) Plan$3MBumpy Oak Corp, Retirement PlanBumpy Oak Corp, Retirement P…$3M
End-of-year total assets ($M) among Annuity Health Holdings LLC, 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$562K
Employer EIN843803336
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annuity Health Holdings LLC)

Sponsor-wide plan assets over time

All Annuity Health Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.29299056576739% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.18M $4.14M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 413 $3M
2023 1 462 $4M
2024 1 474 $4M

Nearby 401(k) Plans in South Carolina

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

Annuity Health Holdings LLC, 401(k) Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Annuity Health Holdings LLC, 401(k) Retirement Savings Plan, Total assets ($B): 0.003175563 · Participants: 413Annuity Health Holdings LLC, 401(k) Retirement Savings PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Annuity Health Holdings LLC, 401(k) Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Annuity Health Holdings LLC, 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Txr Global Technology Services Profit Sharing Plan & Trust in PA ($3M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Annuity Health Holdings LLC, 401(k) Retirement Savings Plan assets move in 2022?
Annuity Health Holdings LLC, 401(k) Retirement Savings Plan declined sharply - down 15.0% during 2022, from $4M to $3M. Reported net income was -$562K.
How have Annuity Health Holdings LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Annuity Health Holdings LLC's sponsor-wide assets grew 30.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Annuity Health Holdings LLC, 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Txr Global Technology Services Profit Sharing Plan & Trust in PA ($3M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Annuity Health Holdings LLC, 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (413 participants, $28M in assets).