401(k) · DOL Form 5500 · 2023

Ancestry.Com Operations Inc. 401(k) Plan

Data updated 2026-08-11

$190M
Total assets
1,258
Participants
95th
Percentile by assets
$150,713
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$190M
total plan assets (2023 EOY)
1,258
covered participants
95th
percentile by assets (of 127,072 plans)
$150,713
avg assets per participant

Where Ancestry Retirement Savings and Investment Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Utah
Industry
Information & Media

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Ancestry Retirement Savings and Investment Plan reports 1,258 participants - 2.1x that state average ($190M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$190M
Net Income$39M
Employer EIN870392473
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ancestry.Com Operations Inc.)

$100M$150M$200M$250M 202220232024 $151M $220M ▲ +45.6%
Total plan assets by year, all Ancestry.Com Operations Inc. plans on file
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 -202468 Total assets ($B) Participants Ancestry Retirement …, Total assets ($B): 0.189597388 · Participants: 1258Ancestry Retirement …Intermountain Health…, Total assets ($B): 6.015479 · Participants: 46680Intermountain Health…Deseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation…, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation…Skywest, Inc. Employ…, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employ…Autoliv Asp, Inc. Em…, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Em…
Ancestry Retirement Savings and Investment Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Ancestry Retirement Savings and Investme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ancestry Retirement Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Ancestry Retirement Savings and Investment Plan assets move in 2023? ▼
Ancestry Retirement Savings and Investment Plan grew sharply - up 25.6% during 2023, from $151M to $190M. Reported net income was $39M.
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 127,072 plans that reported assets for plan year 2023 (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 Hayward Industries, Inc. Retirement Plan in NC ($190M, 1,618 participants).

Next read for Ancestry Retirement Savings and Investme…

Filing takeaways

Ways to act on Ancestry Retirement Savings and Investment Plan's numbers.

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 870392473.

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.