401(k) · DOL Form 5500 · 2022

Anna Maria of Aurora, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
255
Participants Below avg headcount
35th
Percentile by assets National rank
$8,386
Avg per participant Low balance/head
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Official DOL plan name: Anna Maria of Aurora, Inc. 401(k) Plan · Sponsored by Anna Maria of Aurora, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 255 participants

Anna Maria of Aurora, Inc.'s Anna Maria of Aurora, Inc. 401(k) Plan reported $2M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,295 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Anna Maria of Aurora, Inc. 401(k) Plan covers 255 participants in Ohio, about 33% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#7,295
in Healthcare & Social Assistance (20,060 peers)
-1.9%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anna Maria of Aurora, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Anna Maria of Aurora, Inc. 401(k) Plan vs every filed plan by assets

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

$2,138,436 35th percentile higher than 35% 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

Anna Maria of Aurora, Inc. 401(k) 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. Anna Maria of Aurora, Inc. 401(k) Plan sits mid-pack in the medium band (255 participants).

Form 5500 schedule snapshot

Filing strip 340965631 · Anna Maria of Aurora, Inc. PY 2022 · 401(k)

Anna Maria of Aurora, Inc. 401(k) Plan · $2M · 255 · 35th

  • VS-ST $2M
  • BOY 255
  • SCH 35th
  • EBSA 401(k)
  • PART near A-1 Jays Machining Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #7295

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Anna Maria of Aurora, Inc. 401(k) Plan in the asset neighbourhood

Anna Maria of Aurora, Inc. 401(k) PlanAnna Maria of Aurora, Inc. 4…$2MA-1 Jays Machining Inc 401(k) Profit Sharing Plan & TrustA-1 Jays Machining Inc 401(k…$2MSorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and TrustSorrento Lumber Co., Inc. 40…$2MMcvay Brothers Contractors, Inc. 401(k) Profit Sharing Plan and TrustMcvay Brothers Contractors, …$2MCaptain Enterprises, LLC 401(k) PlanCaptain Enterprises, LLC 401…$2M
End-of-year total assets ($M) among Anna Maria of Aurora, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$35K
Employer EIN340965631
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anna Maria of Aurora, Inc.)

Sponsor-wide plan assets over time

All Anna Maria of Aurora, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.188161815457654% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.14M $3.17M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 255 $2M
2023 1 282 $3M
2024 1 369 $3M

Nearby 401(k) Plans in Ohio

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

Anna Maria of Aurora, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Anna Maria of Aurora, Inc. 401(k) Plan, Total assets ($B): 0.002138436 · Participants: 255Anna Maria of Aurora, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Anna Maria of Aurora, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Anna Maria of Aurora, Inc. 401(k) Plan side-by-side with 3 peers →

Anna Maria of Aurora, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is A-1 Jays Machining Inc 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Anna Maria of Aurora, Inc. 401(k) Plan assets move in 2022? ▼
Anna Maria of Aurora, Inc. 401(k) Plan edged down modestly - down 1.9% during 2022, from $2M to $2M. Reported net income was -$35K.
How have Anna Maria of Aurora, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anna Maria of Aurora, Inc.'s sponsor-wide assets grew 48.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Anna Maria of Aurora, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A-1 Jays Machining Inc 401(k) Profit Sharing Plan & Trust in CA ($2M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Anna Maria of Aurora, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lincoln Manufacturing 401(k) Plan in TX (255 participants, N/A 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 340965631.

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.