401(k) · DOL Form 5500 · 2024
Anniversary Holding Company 401(k) Plan
Data updated 2026-08-25
- $624K
- Total assets Small plan by assets
- 491
- Participants Below avg headcount
- 19th
- Percentile by assets National rank
- $1,271
- Avg per participant Low balance/head
Official DOL plan name: Anniversary Holding Company 401(k) Plan · Sponsored by Anniversary Holding Company · Louisiana · Other Services
$624K in assets, 491 participants
Anniversary Holding Company's Anniversary Holding Company 401(k) Plan reported $624K in total assets and 491 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #3,160 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Anniversary Holding Company 401(k) Plan ranks #3,160 of 7,719 2024 filers by assets (3215% of the sector average)-$624K for 491 participants.
- #3,160
- in Other Services (7,719 peers)
- +35.4%
- 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 2024 · DOL Form 5500
$624,298 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Anniversary Holding Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (491 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Anniversary Holding Company 401(k) Plan end-of-year assets rose from $461K in the plan year 2023 filing to $624K in the plan year 2024 filing.
- Anniversary Holding Company 401(k) Plan reported participants fell from 561 in the plan year 2023 filing to 491 in the plan year 2024 filing.
- Anniversary Holding Company 401(k) Plan reported net income fell from $179K in the plan year 2023 filing to $163K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 270177061 · Anniversary Holding Company PY 2024 · 401(k)
Anniversary Holding Company 401(k) Plan · $624K · 491 · 19th
- EBSA $624K
- EBSA 491
- EBSA 19th
- EBSA 401(k)
- EBSA near Generation Tool Inc 401(k) Plan
- EBSA ind #3160
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
Other Services filing particulars
| Total Assets (Beginning of Year) | $461K |
|---|---|
| Net Assets (End of Year) | $624K |
| Net Income | $163K |
| Employer EIN | 270177061 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING 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
| 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.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
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 Generation Tool Inc 401(k) Plan in MI ($624K); by covered participants it is T a Group 401(k) Retirement Plan in OH (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($624K here).
Similar participant headcount
Nearest other-state filings by covered participants (491 participants); asset peers above are excluded.
- T a Group 401(k) Retirement Plan (OH) 491 · 0 off
- Cream-O-Land Dairy, Inc. 401(k) Plan (NJ) 491 · 0 off
- Parking & Transportation Management Services Inc. 401(k) Plan (WA) 491 · 0 off
- Transmedics, Inc. 401(k) Plan (MA) 491 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.