Other · DOL Form 5500 · 2022

Saint Anns School Retirement Plan

Data updated 2026-08-11

$73M
Total assets
376
Participants
91st
Percentile by assets
$194,037
Avg per participant
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Official DOL plan name: The Saint Ann's School Tax Deferred Annuity Plan · Sponsored by Saint Anns School · New York · Educational Services

$73M in assets, 376 participants

Saint Anns School's The Saint Ann's School Tax Deferred Annuity Plan reported $73M in total assets and 376 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #3,349 in Educational Services (4,024 peers)

Coverage in New York

The Saint Ann's School Tax Deferred Annuity Plan covers 376 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $73M.

$73M
total plan assets (2022 EOY)
376
covered participants
91st
percentile by assets (of 139,126 plans)
$194,037
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Saint Ann's School Tax Deferred Annuity Plan sits by total assets

The Saint Ann's School Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$72,958,002 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Saint Ann's School Tax Deferred Annuity Plan reports 376 participants - about 47% of that state average ($73M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$73M
Net Income-$11M
Employer EIN112606681
Plan Effective Date1985-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Anns School)

$70M$80M$90M$100M 202220232024 $73M $96.6M ▲ +32.4%
Total plan assets by year, all Saint Anns School plans on file
Year Plans Participants Total Assets
2022 1 376 $73M
2023 1 280 $85M
2024 1 298 $97M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Saint Ann's Scho…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Saint Ann's School Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did The Saint Ann's School Tax Deferred Annuity Plan assets move in 2022?
The Saint Ann's School Tax Deferred Annuity Plan pulled back noticeably - down 13.4% during 2022, from $84M to $73M. Reported net income was -$11M.
How have Saint Anns School plan assets changed over time?
Across 3 plan years on file (2022-2024), Saint Anns School's sponsor-wide assets grew 32.4%, from $73M to $97M.
Where does The Saint Ann's School Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
The Saint Ann's School Tax Deferred Annuity Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Saint Ann's School Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians in MD ($73M, 133 participants).

Next read for The Saint Ann's School Tax Deferred Annu…

Filing takeaways

Ways to act on The Saint Ann's School Tax Deferred Annuity Plan's numbers.