401(k) · DOL Form 5500 · 2023

Anniversary Holding Company 401(k) Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
561
Participants Below avg headcount
17th
Percentile by assets National rank
$822
Avg per participant Low balance/head
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Official DOL plan name: Anniversary Holding Company 401(k) Plan · Sponsored by Anniversary Holding Company · Louisiana · Other Services

$461K in assets, 561 participants

Anniversary Holding Company's Anniversary Holding Company 401(k) Plan reported $461K in total assets and 561 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,921 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Anniversary Holding Company 401(k) Plan ranks #2,921 of 7,857 2023 filers by assets (4351% of the sector average)-$461K for 561 participants.

#2,921
in Other Services (7,857 peers)
+56.1%
assets growth YoY

Anniversary Holding Company 401(k) Plan among the smaller filed plans by assets

Anniversary Holding Company 401(k) Plan vs every filed plan by assets

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

$461,241 17th percentile higher than 17% 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

Anniversary Holding Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anniversary Holding Company 401(k) Plan sits mid-pack in the medium band (561 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anniversary Holding Company 401(k) Plan end-of-year assets rose from $295K in the plan year 2022 filing to $461K in the plan year 2023 filing.
  • Anniversary Holding Company 401(k) Plan reported net income fell from $282K in the plan year 2022 filing to $179K in the plan year 2023 filing.
  • Anniversary Holding Company 401(k) Plan reported participants fell from 619 in the plan year 2022 filing to 561 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270177061 · Anniversary Holding Company PY 2023 · 401(k)

Anniversary Holding Company 401(k) Plan · $461K · 561 · 17th

  • PCT $461K
  • PCT 561
  • PCT 17th
  • PCT 401(k)
  • PCT near Veritas Vino 401(k) Trust
  • PCT ind #2921

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 Other Services retirement plans → · Plans in Louisiana →

Anniversary Holding Company 401(k) Plan in the asset neighbourhood

Anniversary Holding Company 401(k) PlanAnniversary Holding Company …$461KVeritas Vino 401(k) Trust$461KWest Texas Haircuts, Inc. 401(k) PlanWest Texas Haircuts, Inc. 40…$461KPeter Alexander & Company 401(k)Peter Alexander & Company 40…$461KSilver Birch Living 401(k) Savings PlanSilver Birch Living 401(k) S…$461K
End-of-year total assets ($M) among Anniversary Holding Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$295K
Net Assets (End of Year)$461K
Net Income$179K
Employer EIN270177061
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anniversary Holding Company)

Sponsor-wide plan assets over time

All Anniversary Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$624K 111.34846371551991% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.3M $0.62M ▲ +106.7%
Year Plans Participants Total Assets
2022 1 619 $295K
2023 1 561 $461K
2024 1 491 $624K

Nearby 401(k) Plans in Louisiana

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

Anniversary Holding Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Anniversary Holding Company 401(k) Plan, Total assets ($B): 0.000461241 · Participants: 561Anniversary Holding Company 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Anniversary Holding Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Anniversary Holding Company 401(k) Plan side-by-side with 3 peers →

Anniversary Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Veritas Vino 401(k) Trust in CA ($461K); by covered participants it is Bay Coast Bank 401(k) Plan in MA (561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($461K here).

Similar participant headcount

Nearest other-state filings by covered participants (561 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 Anniversary Holding Company 401(k) Plan assets move in 2023? ▼
Anniversary Holding Company 401(k) Plan surged - up 56.1% during 2023, from $295K to $461K. Reported net income was $179K.
How have Anniversary Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anniversary Holding Company's sponsor-wide assets grew 111.3%, from $295K to $624K.
Where does Anniversary Holding Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Anniversary Holding Company 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Anniversary Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veritas Vino 401(k) Trust in CA ($461K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Anniversary Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Coast Bank 401(k) Plan in MA (561 participants, $67M 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 270177061.

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.