401(k) · DOL Form 5500 · 2023
Ancestry.Com Operations Inc. 401(k) Plan
Data updated 2026-08-25
- $190M
- Total assets Near avg plan size
- 1,258
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $150,713
- Avg per participant Above avg balance/head
Official DOL plan name: Ancestry Retirement Savings and Investment Plan · Sponsored by Ancestry.Com Operations Inc. · Utah · Information & Media
$190M in assets, 1,258 participants
Ancestry.Com Operations Inc.'s Ancestry Retirement Savings and Investment Plan reported $190M in total assets and 1,258 participants in its 2023 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.
- #2,587 in Information & Media (2,818 peers)
Coverage in Utah
Ancestry Retirement Savings and Investment Plan covers 1,258 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $190M.
- #2,587
- in Information & Media (2,818 peers)
- +25.6%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$189,597,388 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ancestry Retirement Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,258 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ancestry Retirement Savings and Investment Plan reported net income rose from -$22M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Ancestry Retirement Savings and Investment Plan end-of-year assets rose from $151M in the plan year 2022 filing to $190M in the plan year 2023 filing.
- Ancestry Retirement Savings and Investment Plan reported participants rose from 1,234 in the plan year 2022 filing to 1,258 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 870392473 · Ancestry.Com Operations Inc. PY 2023 · 401(k)
Ancestry Retirement Savings and Investment Plan · $190M · 1,258 · 95th
- SCH $190M
- SCH 1,258
- SCH 95th
- SCH 401(k)
- SCH near Hayward Industries, Inc. Retirement Plan
- SCH ind #2587
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
Utah filing particulars
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $190M |
| Net Income | $39M |
| Employer EIN | 870392473 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING 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
| 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.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
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 Hayward Industries, Inc. Retirement Plan in NC ($190M); by covered participants it is Azul Hospitality 401(k) Plan in CA (1,258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($190M here).
- Hayward Industries, Inc. Retirement Plan (NC) $190M · 1,618
- Doctors Hospital at Renaissance 401(k) Plan (TX) $190M · 4,930
- Icl Retirement Income Plan (MO) $190M · 768
- Synergy55 LLC Profit Sharing and Savings Plan (IL) $190M · 689
Similar participant headcount
Nearest other-state filings by covered participants (1,258 participants); asset peers above are excluded.
- Azul Hospitality 401(k) Plan (CA) 1,258 · 0 off
- Foley Savings Plan (KS) 1,258 · 0 off
- Youngwilliams P.C. 401(k) Profit Sharing Plan (MS) 1,258 · 0 off
- Onpoint Industrial Services, LLC 401(k) Plan (TX) 1,258 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.