401(k) · DOL Form 5500 · 2022

Ancora Heart, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
60
Participants Small participant base
56th
Percentile by assets National rank
$107,266
Avg per participant Below avg balance/head
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Official DOL plan name: Ancora Heart, Inc. 401(k) Plan · Sponsored by Ancora Heart, Inc. · California · Manufacturing

$6M in assets, 60 participants

Ancora Heart, Inc.'s Ancora Heart, Inc. 401(k) Plan reported $6M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,428 in Manufacturing (20,602 peers)

Ancora Heart, Inc. multi-year trail

Ancora Heart, Inc.'s plans moved +59.0% in assets from 2022 to 2024; this filing shows Ancora Heart, Inc. 401(k) Plan at $6M / 60 participants.

#8,428
in Manufacturing (20,602 peers)
-12.6%
assets change YoY

The plan reported a net loss of $929K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ancora Heart, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Ancora Heart, Inc. 401(k) Plan vs every filed plan by assets

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

$6,435,957 Top 44% higher than 56% 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

Ancora Heart, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ancora Heart, Inc. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 020656758 · Ancora Heart, Inc. PY 2022 · 401(k)

Ancora Heart, Inc. 401(k) Plan · $6M · 60 · 56th

  • PCT $6M
  • EIN 60
  • RANK 56th
  • PHOTO 401(k)
  • IND near Lesco Design & Manufacturing Company, Inc. 401(k) Reteirement Savings Plan
  • EOY ind #8428

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 Manufacturing retirement plans → · Plans in California →

Ancora Heart, Inc. 401(k) Plan in the asset neighbourhood

Ancora Heart, Inc. 401(k) PlanAncora Heart, Inc. 401(k) Pl…$6MLesco Design & Manufacturing Company, Inc. 401(k) Reteirement Savings PlanLesco Design & Manufacturing…$6MFamily Health Medical Services 401(k) Profit Sharing PlanFamily Health Medical Servic…$6MRowe Ford Sales 401(k) Plan$6MPower Line Constructors, Inc. Profit Sharing Plan & TrustPower Line Constructors, Inc…$6M
End-of-year total assets ($M) among Ancora Heart, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ancora Heart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ancora Heart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.04167787323625% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.44M $10.2M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 60 $6M
2023 1 68 $8M
2024 1 77 $10M

Ancora Heart, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$929K
Employer EIN020656758
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ancora Heart, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ancora Heart, Inc. 401(k) Plan, Total assets ($B): 0.006435957 · Participants: 60Ancora Heart, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ancora Heart, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ancora Heart, Inc. 401(k) Plan side-by-side with 3 peers →

Ancora Heart, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lesco Design & Manufacturing Company, Inc. 401(k) Reteirement Savings Plan in KY ($6M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Ancora Heart, Inc. 401(k) Plan assets move in 2022? ▼
Ancora Heart, Inc. 401(k) Plan pulled back noticeably - down 12.6% during 2022, from $7M to $6M. Reported net income was -$929K.
How have Ancora Heart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ancora Heart, Inc.'s sponsor-wide assets grew 59.0%, from $6M to $10M.
Which 401(k) plans are similar in size to Ancora Heart, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lesco Design & Manufacturing Company, Inc. 401(k) Reteirement Savings Plan in KY ($6M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Ancora Heart, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020656758.

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.