401(k) · DOL Form 5500 · 2024

Stvt-Aai Education, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 1,414
Participants Near avg headcount: 63rd
Percentile by assets National rank: $9,739
Avg per participant Low balance/head

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Official DOL plan name: Ancora 401(k) Plan · Sponsored by Stvt-Aai Education, Inc · Texas · Educational Services

$14M in assets, 1,414 participants

Stvt-Aai Education, Inc's Ancora 401(k) Plan reported $14M in total assets and 1,414 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#1,653 in Educational Services (3,638 peers)

Coverage in Texas

Ancora 401(k) Plan covers 1,414 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $14M.

#1,653
in Educational Services (3,638 peers): +36.5%
assets growth YoY

Ancora 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Ancora 401(k) Plan vs every filed plan by assets

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

$13,770,894 Top 37% higher than 63% 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

Ancora 401(k) 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. Ancora 401(k) Plan lands in the large band (1,414 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ancora 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Ancora 401(k) Plan reported participants rose from 1,001 in the plan year 2023 filing to 1,414 in the plan year 2024 filing.
Ancora 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461749258 · Stvt-Aai Education, Inc PY 2024 · 401(k)

Ancora 401(k) Plan · $14M · 1,414 · 63rd

BOOK $14M
VS-ST 1,414
BOY 63rd
SCH 401(k)
EBSA near S.R. Freeman, Inc. Profit Sharing Plan & Trust
PART ind #1653

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 Educational Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Ancora 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$14M
Net Income	$4M
Employer EIN	461749258
Plan Effective Date	2013-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stvt-Aai Education, Inc)

Latest sponsor-wide plan assets: $14M 58.71711876018282% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	918	$9M
2023	1	1,001	$10M
2024	1	1,414	$14M

Nearby 401(k) Plans in Texas

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

Ancora 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Ancora 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is S.R. Freeman, Inc. Profit Sharing Plan & Trust in CA ($14M); by covered participants it is Nvision Eye Centers 401(k) Plan in CA (1,414 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

S.R. Freeman, Inc. Profit Sharing Plan & Trust (CA) $14M · 211
Southeastern Archaeological Research, Inc. 401(k) Plan (FL) $14M · 221
Glean Technologies 401(k) Plan (CA) $14M · 195
Aim Engineering and Surveying Retirement Plan (FL) $14M · 160

Similar participant headcount

Nearest other-state filings by covered participants (1,414 participants); asset peers above are excluded.

Nvision Eye Centers 401(k) Plan (CA) 1,414 · 0 off
The Dinsmore & Shohl LLP Savings and Investment Plan (OH) 1,414 · 0 off
Chemonics International, Inc. 401(k) Profit Sharing Plan (DC) 1,414 · 0 off
42 North Dental, LLC 401(k) Plan (MA) 1,413 · 1 off

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 401(k) Plan assets move in 2024? ▼

Ancora 401(k) Plan surged - up 36.5% during 2024, from $10M to $14M. Reported net income was $4M.

How have Stvt-Aai Education, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stvt-Aai Education, Inc's sponsor-wide assets grew 58.7%, from $9M to $14M.

Which 401(k) plans are similar in size to Ancora 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is S.R. Freeman, Inc. Profit Sharing Plan & Trust in CA ($14M, 211 participants).

Which 401(k) plans cover a similar participant headcount to Ancora 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nvision Eye Centers 401(k) Plan in CA (1,414 participants, $29M 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 461749258.