401(k) · DOL Form 5500 · 2024

Anna Maria of Aurora, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
369
Participants Below avg headcount
35th
Percentile by assets National rank
$8,588
Avg per participant Low balance/head
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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, 369 participants

Anna Maria of Aurora, Inc.'s Anna Maria of Aurora, Inc. 401(k) Plan reported $3M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,969 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Anna Maria of Aurora, Inc. 401(k) Plan covers 369 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#5,969
in Healthcare & Social Assistance (16,916 peers)
+20.0%
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 2024 · DOL Form 5500

$3,168,909 35th percentile higher than 35% 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

Anna Maria of Aurora, Inc. 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. Anna Maria of Aurora, Inc. 401(k) Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anna Maria of Aurora, Inc. 401(k) Plan reported participants rose from 282 in the plan year 2023 filing to 369 in the plan year 2024 filing.
  • Anna Maria of Aurora, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340965631 · Anna Maria of Aurora, Inc. PY 2024 · 401(k)

Anna Maria of Aurora, Inc. 401(k) Plan · $3M · 369 · 35th

  • RANK $3M
  • RANK 369
  • RANK 35th
  • RANK 401(k)
  • RANK near Charles D Woods Md PC 401(k) Profit Sharing Plan
  • RANK ind #5969

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

Anna Maria of Aurora, Inc. 401(k) PlanAnna Maria of Aurora, Inc. 4…$3MCharles D Woods Md PC 401(k) Profit Sharing PlanCharles D Woods Md PC 401(k)…$3MAcm, LLC 401(k) Plan$3MCaffe Nero Americas 401(k) PlanCaffe Nero Americas 401(k) P…$3MNorth Coast Fibers Inc 401(k) Profit Sharing Plan & TrustNorth Coast Fibers Inc 401(k…$3M
End-of-year total assets ($M) among Anna Maria of Aurora, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$527K
Employer EIN340965631
Plan Effective Date2016-01-01
Filing StatusFILING 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
$2M$2.5M$3M$3.5M 202220232024 $2.14M $3.17M ▲ +48.1%
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.

Anna Maria of Aurora, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Anna Maria of Aurora, Inc. 401(k) Plan, Total assets ($B): 0.003168909 · Participants: 369Anna Maria of Aurora, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Anna Maria of Aurora, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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 Charles D Woods Md PC 401(k) Profit Sharing Plan in AL ($3M); by covered participants it is U-Tec Construction, Inc. Retirement Plan in GA (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Anna Maria of Aurora, Inc. 401(k) Plan assets move in 2024?
Anna Maria of Aurora, Inc. 401(k) Plan grew sharply - up 20.0% during 2024, from $3M to $3M. Reported net income was $527K.
How have Anna Maria of Aurora, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Anna Maria of Aurora, Inc.'s sponsor-wide assets grew 48.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Anna Maria of Aurora, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Charles D Woods Md PC 401(k) Profit Sharing Plan in AL ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Anna Maria of Aurora, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is U-Tec Construction, Inc. Retirement Plan in GA (369 participants, N/A in assets).