401(k) · DOL Form 5500 · 2024

Ancora Heart, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
77
Participants Small participant base
56th
Percentile by assets National rank
$132,933
Avg per participant Near avg balance/head
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Official DOL plan name: Ancora Heart, Inc. 401(k) Plan · Sponsored by Ancora Heart, Inc. · California · Manufacturing

$10M in assets, 77 participants

Ancora Heart, Inc.'s Ancora Heart, Inc. 401(k) Plan reported $10M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,490 in Manufacturing (17,777 peers)

Ancora Heart, Inc. multi-year trail

Ancora Heart, Inc.'s plans moved +59.0% in assets from 2022 to 2024; this filing shows Ancora Heart, Inc. 401(k) Plan at $10M / 77 participants.

#7,490
in Manufacturing (17,777 peers)
+26.5%
assets growth YoY

Ancora Heart, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Ancora Heart, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,235,854 Top 44% higher than 56% of 123,620 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 2024

Ancora Heart, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ancora Heart, Inc. 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ancora Heart, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ancora Heart, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Ancora Heart, Inc. 401(k) Plan reported participants rose from 68 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 020656758 · Ancora Heart, Inc. PY 2024 · 401(k)

Ancora Heart, Inc. 401(k) Plan · $10M · 77 · 56th

  • BOY $10M
  • BOY 77
  • BOY 56th
  • BOY 401(k)
  • BOY near Mt. Ogden Eye Center, LLC Profit Sharing 401(k) Plan
  • BOY ind #7490

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 Manufacturing retirement plans → · Plans in California →

Ancora Heart, Inc. 401(k) Plan in the asset neighbourhood

Ancora Heart, Inc. 401(k) PlanAncora Heart, Inc. 401(k) Pl…$10MMt. Ogden Eye Center, LLC Profit Sharing 401(k) PlanMt. Ogden Eye Center, LLC Pr…$10MMidi Enterprises, LLC 401(k) PlanMidi Enterprises, LLC 401(k)…$10MReid & Miller, Inc. Retirement PlanReid & Miller, Inc. Retireme…$10MVaalco Energy, Inc. 401(k) PlanVaalco Energy, Inc. 401(k) P…$10M
End-of-year total assets ($M) among Ancora Heart, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ancora Heart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ancora Heart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.04167787323625% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.44M $10.2M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 60 $6M
2023 1 68 $8M
2024 1 77 $10M

Ancora Heart, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN020656758
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ancora Heart, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ancora Heart, Inc. 401(k) Plan, Total assets ($B): 0.010235854 · Participants: 77Ancora Heart, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ancora Heart, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ancora Heart, Inc. 401(k) Plan side-by-side with 3 peers →

Ancora Heart, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mt. Ogden Eye Center, LLC Profit Sharing 401(k) Plan in UT ($10M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ancora Heart, Inc. 401(k) Plan assets move in 2024? ▼
Ancora Heart, Inc. 401(k) Plan grew sharply - up 26.5% during 2024, from $8M to $10M. Reported net income was $2M.
How have Ancora Heart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ancora Heart, Inc.'s sponsor-wide assets grew 59.0%, from $6M to $10M.
Which 401(k) plans are similar in size to Ancora Heart, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mt. Ogden Eye Center, LLC Profit Sharing 401(k) Plan in UT ($10M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Ancora Heart, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020656758.

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.