401(k) · DOL Form 5500 · 2024
Ancestry.Com Operations Inc. 401(k) Plan
Data updated 2026-08-25
- $220M
- Total assets Near avg plan size
- 1,222
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $179,825
- 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
$220M in assets, 1,222 participants
Ancestry.Com Operations Inc.'s Ancestry Retirement Savings and Investment Plan reported $220M in total assets and 1,222 participants in its 2024 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.
- #2,599 in Information & Media (2,822 peers)
Coverage in Utah
Ancestry Retirement Savings and Investment Plan covers 1,222 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $220M.
- #2,599
- in Information & Media (2,822 peers)
- +15.9%
- assets growth YoY
- 2.2×
- 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 2024 · DOL Form 5500
$219,746,376 Top 5% higher than 95% 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
Ancestry Retirement Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (1,222 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ancestry Retirement Savings and Investment Plan reported net income fell from $39M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Ancestry Retirement Savings and Investment Plan end-of-year assets rose from $190M in the plan year 2023 filing to $220M in the plan year 2024 filing.
- Ancestry Retirement Savings and Investment Plan reported participants fell from 1,258 in the plan year 2023 filing to 1,222 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 870392473 · Ancestry.Com Operations Inc. PY 2024 · 401(k)
Ancestry Retirement Savings and Investment Plan · $220M · 1,222 · 95th
- SCH $220M
- SCH 1,222
- SCH 95th
- SCH 401(k)
- SCH near Oerlikon USA 401(k) Plan
- SCH ind #2599
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) | $190M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | $30M |
| 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 Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
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 Oerlikon USA 401(k) Plan in NY ($220M); by covered participants it is Retail Specialists 401(k) Plan in OH (1,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220M here).
- Oerlikon USA 401(k) Plan (NY) $220M · 1,230
- Pepsi Bottling Ventures 401(k) Plan (NC) $220M · 2,983
- Kpff, Inc. 401(k) Plan (WA) $220M · 1,268
- Psc Group 401(k) Plan (LA) $220M · 4,269
Similar participant headcount
Nearest other-state filings by covered participants (1,222 participants); asset peers above are excluded.
- Retail Specialists 401(k) Plan (OH) 1,222 · 0 off
- Paramount Health Resources Inc 401(k) Profit Sharing Plan & Trust (PA) 1,222 · 0 off
- Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan (IL) 1,222 · 0 off
- Protective Industries Savings & Retirement Plan (NY) 1,222 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.