My Plan Facts

Ansi Plan for Employees' Retirement Pensionsdefined benefit pension plan: employer contributions, fees and assets

Form 5500 for plan year 2024

The filing shows $15,464 of employer contributions for each active participant in the plan year that ended 30 Dec 2025. Form 5500 does not state the match formula.

Sponsor
American National Standards Institute, Inc., New York, NY
EIN and plan number
13-1635253, plan 001
Plan type
defined benefit pension. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 30 Dec 2025, the plan had 315 participants.

Net assets were $56,695,171 at the end of that plan year.

Employer contributions were $15,464 for each active participant in that plan year.

By participants, it was number 511 of 723 defined benefit plans with 100 or more participants and a filing address in New York.

By net assets, it was number 408 of 723.

Its net assets rose by 12.1% from plan year 2023 to 2024.

Net assets of the 868 defined benefit plans with 250 to 499 participants in plan year 2023 that filed for both years rose by 3.7%.

Its administrative expenses for each participant were $246 in plan year 2024.

The median of defined benefit plans with 250 to 499 participants was $596.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 885 defined benefit plans with 250 to 499 participants, plan year 2024.

Employer contributionsPlan year that ended 30 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$3,000,000
Active participants30 Dec 2025
194
Employer contributions for each active participant
$15,464
Among plans of the same type and size$15,464plan year 2024

The plan is at the 62nd percentile of the group. The quartiles of the group are $4,217, $10,887 and $25,641. Among plans of the same sector, the plan is at the 30th percentile.

Participant contributionsPlan year that ended 30 Dec 2025
no figure
Rollovers and other contributions
no figure
Participant contributions for each active participant
no figure
Total contributionsPlan year that ended 30 Dec 2025. Schedule H line 2a(3)
$3,000,000

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 250 to 499 participants, Professional, scientific and technical services sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Investment advisory and management fees
$40,000
Trustee and custodial fees
$37,413
Administrative expenses, Schedule HPlan year that ended 30 Dec 2025
$77,413
Administrative expenses for each participant$246plan year 2024

The plan is at the 18th percentile of the group. The quartiles of the group are $332, $596 and $982. Among plans of the same sector, the plan is at the 21st percentile.

Direct compensation
$77,413
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 30 Dec 2025
$77,413
Schedule C compensation for each participant$246plan year 2024

The plan is at the 28th percentile of the group. The quartiles of the group are $232, $413 and $666. Among plans of the same sector, the plan is at the 27th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$50,562,469
Total income, with the result of the investments
$9,333,192
Benefits paid
$3,123,077
Total expenses
$3,200,490
Net income
$6,132,702
Net transfers
$0
Net assets, 30 Dec 2025
$56,695,171
Active participants
194
Retired or separated, with benefits now
28
Retired or separated, with benefits later
89
Participants, 30 Dec 2025
315
Net assets for each participant$179,985plan year 2024

The plan is at the 80th percentile of the group. The quartiles of the group are $44,849, $87,254 and $151,152. Among plans of the same sector, the plan is at the 51st percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

Plan years on file

Net assets at the end of the plan year
$9.1M$56.7M20092024
Participants at the end of the plan year
17831520092024
Ansi Plan for Employees' Retirement Pensions: figures of each plan year on fileA plan year has the number of the year in which it started.
Plan yearParticipantsNet assetsEmployer contributionsParticipant contributionsSchedule C compensation
2024315$56.7M$3.0Mno figure$77K
2023311$50.6M$3.6Mno figure$33K
2022297$43.6Mno figureno figure$67K
2021282$35.8Mno figureno figure$75K
2020283$39.4Mno figureno figure$54K
2019279$31.6Mno figureno figure$59K
2018265$25.7M$2.0Mno figure$56K
2017208$20.3M$1.5Mno figure$54K
2016210$19.5M$1.2Mno figure$51K
2015207$16.0M$1.2Mno figure$70K
2014199$15.3M$1.9Mno figure$87K
2013196$14.0M$1.0Mno figure$111K
2012198$13.5M$705Kno figure$130K
2011189$11.4M$1.2Mno figure$105K
2010183$9.3M$630Kno figure$97K
2009178$9.1M$600Kno figure$88K

Assets by Schedule H category, 30 Dec 2025

Registered investment companies (mutual funds)
$54.0M 95.2%
Common/collective trusts
$2.7M 4.8%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Ansi Plan for Employees' Retirement Pensions paid $5,000 or morePlan year that ended 30 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Creative PlanningInvestment management$40,000$0
Wilmington Fiduciary Trust SVC, Co.Claims processing; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Investment advisory (plan); Investment management$37,413$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
CBIZ CPAS P.C.
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $1,000,000
Blackout period in the plan yearSchedule H line 4m
No answer
  • 1ABenefits are primarily pay related

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 541990: All Other Professional, Scientific, & Technical Services.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Other plans of American National Standards Institute, Inc.

Plans that file under EIN 13-1635253
PlanParticipantsNet assets
American National Standards Institute 403(b) Plan289$69.0M

The employer page of American National Standards Institute, Inc.

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Landauer, Inc. Retirement PlanLandauer, Inc.332
Security Lock Distributors, Inc. Cash Balance PlanSecurity Lock Distributors, Inc.298
Its, Inc. Pension PlanIts, Inc.374
New York Independent System Operator Pension PlanNew York Independent System Operator249
Durham Retirement PlanRatp Dev USA, Inc.434
Houston Area Teamsters Pension FundBoard of Trustees Houston Area Teamsters Pension Fund248
Swift Pension PlanSociety for Worldwide Interbank Financial Telecommunication, Inc.533
Westinghouse Pension Plan for Newington BoilermakersWestinghouse Electric Company LLC225
Dynamics Research Corporation Defined Benefit Pension PlanScience Applications International Corporation701
National Fire Protection Association Employees' Retirement PlanNational Fire Protection Association225

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Ansi Plan for Employees' Retirement Pensions." https://myplanfacts.com/plan/131635253-001-ansi-plan-for-employees-retirement-pensions/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 13-1635253, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $3,000,000 for the plan year that ended 30 Dec 2025.

What fees does the filing show?

The plan reported $77,413 of administrative expenses for the plan year that ended 30 Dec 2025. Schedule C shows $77,413 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 2 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 31 Dec 2024 to 30 Dec 2025. The Department of Labor received the filing on 9 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.