401(k) · DOL Form 5500 · 2022

Ancestry.Com Operations Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
1,234
Participants Near avg headcount
95th
Percentile by assets National rank
$122,306
Avg per participant Near avg balance/head
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Official DOL plan name: Ancestry Retirement Savings and Investment Plan · Sponsored by Ancestry.Com Operations Inc. · Utah · Information & Media

$151M in assets, 1,234 participants

Ancestry.Com Operations Inc.'s Ancestry Retirement Savings and Investment Plan reported $151M in total assets and 1,234 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #2,672 in Information & Media (2,911 peers)

Coverage in Utah

Ancestry Retirement Savings and Investment Plan covers 1,234 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $151M.

#2,672
in Information & Media (2,911 peers)
-12.8%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ancestry Retirement Savings and Investment Plan's outsized position by total assets

Ancestry Retirement Savings and Investment Plan vs every filed plan by assets

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

$150,926,188 Top 5% higher than 95% 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

Ancestry Retirement Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ancestry Retirement Savings and Investment Plan lands in the large band (1,234 participants).

EBSA filing schedule strip

Filing strip 870392473 · Ancestry.Com Operations Inc. PY 2022 · 401(k)

Ancestry Retirement Savings and Investment Plan · $151M · 1,234 · 95th

  • PHOTO $151M
  • PHOTO 1,234
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Woolpert 401(k) Plan
  • PHOTO ind #2672

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 Information & Media retirement plans → · Plans in Utah →

Ancestry Retirement Savings and Investment Plan in the asset neighbourhood

Sullivan & Cromwell LLP Employees' Savings PlanSullivan & Cromwell LLP Empl…$151MAncestry Retirement Savings and Investment PlanAncestry Retirement Savings …$151MWoolpert 401(k) Plan$151MHomestreet, Inc 401(k) Savings PlanHomestreet, Inc 401(k) Savin…$151MSurgery Partners 401(k) Plan$151M
End-of-year total assets ($M) among Ancestry Retirement Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$173M
Net Assets (End of Year)$151M
Net Income-$22M
Employer EIN870392473
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ancestry.Com Operations Inc.)

Sponsor-wide plan assets over time

All Ancestry.Com Operations Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$220M 45.598572992514725% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $151M $220M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 1,234 $151M
2023 1 1,258 $190M
2024 1 1,222 $220M

Nearby 401(k) Plans in Utah

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

Ancestry Retirement Savings and Investment Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Ancestry Retirement Savings and Investment Plan, Total assets ($B): 0.150926188 · Participants: 1234Ancestry Retirement Savings and Investment PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Ancestry Retirement Savings and Investment Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Ancestry Retirement Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Woolpert 401(k) Plan in OH ($151M); by covered participants it is American Sugar Refining & Subsidiaries Hourly Savings and Investment Plan in NY (1,234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,234 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 Ancestry Retirement Savings and Investment Plan assets move in 2022?
Ancestry Retirement Savings and Investment Plan pulled back noticeably - down 12.8% during 2022, from $173M to $151M. Reported net income was -$22M.
How have Ancestry.Com Operations Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ancestry.Com Operations Inc.'s sponsor-wide assets grew 45.6%, from $151M to $220M.
Where does Ancestry Retirement Savings and Investment Plan rank by assets among Form 5500 filers?
Ancestry Retirement Savings and Investment Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ancestry Retirement Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Woolpert 401(k) Plan in OH ($151M, 1,271 participants).
Which 401(k) plans cover a similar participant headcount to Ancestry Retirement Savings and Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is American Sugar Refining & Subsidiaries Hourly Savings and Investment Plan in NY (1,234 participants, $64M in assets).