401(k) · DOL Form 5500 · 2023

Ann & Hope, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
7
Participants Small participant base
54th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ann & Hope Profit Sharing and 401(k) Plan · Sponsored by Ann & Hope, Inc. · Rhode Island · Retail Trade

$8M in assets, 7 participants

Ann & Hope, Inc.'s Ann & Hope Profit Sharing and 401(k) Plan reported $8M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,438 in Retail Trade (8,414 peers)

Ann & Hope, Inc. multi-year trail

Ann & Hope, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Ann & Hope Profit Sharing and 401(k) Plan at $8M / 7 participants.

#5,438
in Retail Trade (8,414 peers)
+3.5%
assets growth YoY

Ann & Hope Profit Sharing and 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Ann & Hope Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,143,839 Top 46% higher than 54% of 127,068 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 2023

Ann & Hope Profit Sharing and 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ann & Hope Profit Sharing and 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ann & Hope Profit Sharing and 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $272K in the plan year 2023 filing.
  • Ann & Hope Profit Sharing and 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Ann & Hope Profit Sharing and 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050272463 · Ann & Hope, Inc. PY 2023 · 401(k)

Ann & Hope Profit Sharing and 401(k) Plan · $8M · 7 · 54th

  • RANK $8M
  • PHOTO 7
  • IND 54th
  • EOY 401(k)
  • 5500 near Complete Emergency Healthcare LLC 401(k) Plan
  • ASSETS ind #5438

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 Retail Trade retirement plans → · Plans in Rhode Island →

Ann & Hope Profit Sharing and 401(k) Plan in the asset neighbourhood

Ann & Hope Profit Sharing and 401(k) PlanAnn & Hope Profit Sharing an…$8MComplete Emergency Healthcare LLC 401(k) PlanComplete Emergency Healthcar…$8MGoodwill Industries of West Michigan Inc Employee Pension PlanGoodwill Industries of West …$8MChoice Logistics, Inc. 401(k) Savings PlanChoice Logistics, Inc. 401(k…$8MThe 401(k) Profit Sharing Plan for Employees of Margaret E. Moul HomeThe 401(k) Profit Sharing Pl…$8M
End-of-year total assets ($M) among Ann & Hope Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ann & Hope, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ann & Hope, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.023369434939175% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.87M $8.9M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 11 $8M
2023 1 7 $8M
2024 1 7 $9M

Ann & Hope, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$272K
Employer EIN050272463
Plan Effective Date1959-08-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Ann & Hope Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Ann & Hope Profit Sharing and 401(k) Plan, Total assets ($B): 0.008143839 · Participants: 7Ann & Hope Profit Sharing and 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Ann & Hope Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Ann & Hope Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Ann & Hope Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Complete Emergency Healthcare LLC 401(k) Plan in TX ($8M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ann & Hope Profit Sharing and 401(k) Plan assets move in 2023? ▼
Ann & Hope Profit Sharing and 401(k) Plan edged up modestly - up 3.5% during 2023, from $8M to $8M. Reported net income was $272K.
How have Ann & Hope, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ann & Hope, Inc.'s sponsor-wide assets grew 13.0%, from $8M to $9M.
Which 401(k) plans are similar in size to Ann & Hope Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Complete Emergency Healthcare LLC 401(k) Plan in TX ($8M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Ann & Hope Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050272463.

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.