401(k) · DOL Form 5500 · 2024
Annuity Health Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 474
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $8,729
- Avg per participant Low balance/head
Official DOL plan name: Annuity Health Holdings LLC, 401(k) Retirement Savings Plan · Sponsored by Annuity Health Holdings LLC · Pennsylvania · Administrative & Support Services
$4M in assets, 474 participants
Annuity Health Holdings LLC's Annuity Health Holdings LLC, 401(k) Retirement Savings Plan reported $4M in total assets and 474 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #2,706 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Annuity Health Holdings LLC, 401(k) Retirement Savings Plan ranks #2,706 of 4,368 2024 filers by assets (697% of the sector average)-$4M for 474 participants.
- #2,706
- in Administrative & Support Services (4,368 peers)
- +2.6%
- assets growth YoY
Annuity Health Holdings LLC, 401(k) Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers
Annuity Health Holdings LLC, 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,137,536 39th percentile higher than 39% 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
Annuity Health Holdings LLC, 401(k) Retirement Savings 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. Annuity Health Holdings LLC, 401(k) Retirement Savings Plan sits mid-pack in the medium band (474 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Health Holdings LLC, 401(k) Retirement Savings Plan reported net income fell from $856K in the plan year 2023 filing to $106K in the plan year 2024 filing.
- Annuity Health Holdings LLC, 401(k) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Annuity Health Holdings LLC, 401(k) Retirement Savings Plan reported participants rose from 462 in the plan year 2023 filing to 474 in the plan year 2024 filing.
DOL schedule card
Filing strip 843803336 · Annuity Health Holdings LLC PY 2024 · 401(k)
Annuity Health Holdings LLC, 401(k) Retirement Savings Plan · $4M · 474 · 39th
- EBSA $4M
- EBSA 474
- EBSA 39th
- EBSA 401(k)
- EBSA near Night Shift Brewing 401(k) P/S Plan
- EBSA ind #2706
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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →
Annuity Health Holdings LLC, 401(k) Retirement Savings Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $106K |
| Employer EIN | 843803336 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annuity Health Holdings LLC)
Sponsor-wide plan assets over time
All Annuity Health Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 30.29299056576739% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 413 | $3M |
| 2023 | 1 | 462 | $4M |
| 2024 | 1 | 474 | $4M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Annuity Health Holdings LLC, 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Night Shift Brewing 401(k) P/S Plan in MA ($4M); by covered participants it is Restaurants of America Retirement Plan in CO (474 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Night Shift Brewing 401(k) P/S Plan (MA) $4M · 102
- Communication Innovations LLC 401(k) Profit Sharing Plan & Trust (WI) $4M · 147
- Datrose 401(k) Plan (NY) $4M · 137
- Spada Properties, Inc. 401(k) Plan (OR) $4M · 453
Similar participant headcount
Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.
- Restaurants of America Retirement Plan (CO) 474 · 0 off
- Woods Supermarket, Inc. 401(k) Profit Sharing Plan (MO) 474 · 0 off
- Phoenix 401(k) Plan (TX) 474 · 0 off
- Cummings Properties, LLC 401(k) Plan (MA) 474 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.