Other · DOL Form 5500 · 2022

Saint Anns School Retirement Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
376
Participants Below avg headcount
91st
Percentile by assets National rank
$194,037
Avg per participant Above avg balance/head
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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.

  • #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.

#3,349
in Educational Services (4,024 peers)
-13.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

The Saint Ann's School Tax Deferred Annuity Plan's outsized position 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 $2,050,000,000 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 2022

The Saint Ann's School Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Saint Ann's School Tax Deferred Annuity Plan sits mid-pack in the medium band (376 participants).

Plan-year Form 5500 strip

Filing strip 112606681 · Saint Anns School PY 2022 · Other

The Saint Ann's School Tax Deferred Annuity Plan · $73M · 376 · 91st

  • EOY $73M
  • EOY 376
  • EOY 91st
  • EOY Other
  • EOY near Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians
  • EOY ind #3349

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 New York →

The Saint Ann's School Tax Deferred Annuity Plan in the asset neighbourhood

The Pingry Corporation Defined Contribution PlanThe Pingry Corporation Defin…$73MThe Saint Ann's School Tax Deferred Annuity PlanThe Saint Ann's School Tax D…$73MJohns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview PhysiciansJohns Hopkins University Tax…$73MHeywood Hospital Employee Retirement Savings PlanHeywood Hospital Employee Re…$73MGardner-Webb University Pension PlanGardner-Webb University Pens…$73M
End-of-year total assets ($M) among The Saint Ann's School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Saint Anns School plans reported in each filing year

Latest sponsor-wide plan assets
$97M 32.425926356919696% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73M $96.6M ▲ +32.4%
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 Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Saint Ann's School Tax Deferred Annuity Plan, Total assets ($B): 0.072958002 · Participants: 376The Saint Ann's School Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Saint Ann's School Tax Deferred Annuity Plan side-by-side with 3 peers →

The Saint Ann's School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians in MD ($73M); by covered participants it is 403(b)Thrift Plan of Ability Beyond Disability, Inc. in CT (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to The Saint Ann's School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b)Thrift Plan of Ability Beyond Disability, Inc. in CT (376 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112606681.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.