401(k) · DOL Form 5500 · 2023
Anna Maria of Aurora, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $9,368
- Avg per participant Low balance/head
Official DOL plan name: Anna Maria of Aurora, Inc. 401(k) Plan · Sponsored by Anna Maria of Aurora, Inc. · Ohio · Healthcare & Social Assistance
$3M in assets, 282 participants
Anna Maria of Aurora, Inc.'s Anna Maria of Aurora, Inc. 401(k) Plan reported $3M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,027 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Anna Maria of Aurora, Inc. 401(k) Plan covers 282 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #6,027
- in Healthcare & Social Assistance (17,684 peers)
- +23.5%
- assets growth YoY
Anna Maria of Aurora, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Anna Maria of Aurora, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,641,676 34th percentile higher than 34% 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
Anna Maria of Aurora, Inc. 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. Anna Maria of Aurora, Inc. 401(k) Plan sits mid-pack in the medium band (282 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anna Maria of Aurora, Inc. 401(k) Plan reported net income rose from -$35K in the plan year 2022 filing to $504K in the plan year 2023 filing.
- Anna Maria of Aurora, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Anna Maria of Aurora, Inc. 401(k) Plan reported participants rose from 255 in the plan year 2022 filing to 282 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 340965631 · Anna Maria of Aurora, Inc. PY 2023 · 401(k)
Anna Maria of Aurora, Inc. 401(k) Plan · $3M · 282 · 34th
- BOOK $3M
- BOOK 282
- BOOK 34th
- BOOK 401(k)
- BOOK near Esusu Financial, Inc. Retirement Savings Plan
- BOOK ind #6027
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Anna Maria of Aurora, Inc. 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $504K |
| Employer EIN | 340965631 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anna Maria of Aurora, Inc.)
Sponsor-wide plan assets over time
All Anna Maria of Aurora, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 48.188161815457654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $2M |
| 2023 | 1 | 282 | $3M |
| 2024 | 1 | 369 | $3M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Anna Maria of Aurora, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Esusu Financial, Inc. Retirement Savings Plan in NY ($3M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- The Arcticom Group, LLC 401(k) Plan (CA) 282 · 0 off
- E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 282 · 0 off
- Hall Financial Group Employee Savings Plan & Trust (TX) 282 · 0 off
- Doug Andrus Distributing LLC 401(k) Plan (ID) 282 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.