Profit Sharing · DOL Form 5500 · 2022
St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 410
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $10,196
- Avg per participant Low balance/head
Official DOL plan name: St. Anne Home Employees' Retirement Plan · Sponsored by St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. · Indiana · Healthcare & Social Assistance
$4M in assets, 410 participants
St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc.'s St. Anne Home Employees' Retirement Plan reported $4M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #10,437 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
St. Anne Home Employees' Retirement Plan declined sharply 18.7% in 2022 ($5M → $4M) for 410 participants.
- #10,437
- in Healthcare & Social Assistance (20,060 peers)
- -18.7%
- assets change YoY
The plan reported a net loss of $962K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Anne Home Employees' Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Anne Home Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,180,399 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Anne Home Employees' Retirement 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. St. Anne Home Employees' Retirement Plan sits mid-pack in the medium band (410 participants).
EBSA filing schedule strip
Filing strip 352024406 · St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. PY 2022 · Profit Sharing
St. Anne Home Employees' Retirement Plan · $4M · 410 · 47th
- RANK $4M
- PHOTO 410
- IND 47th
- EOY Profit Sharing
- 5500 near Zeitlin & Zeitlin, P.C. Profit Sharing Plan & Trust Agreement
- ASSETS ind #10437
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 Indiana →
St. Anne Home Employees' Retirement Plan in the asset neighbourhood
St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.819373700931418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 410 | $4M |
| 2023 | 1 | 435 | $4M |
| 2024 | 1 | 309 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$962K |
| Employer EIN | 352024406 |
| Plan Effective Date | 2001-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.1B · 9,221
- Indiana State Council of Plasterers & Cement Masons Pension Fund $290M · 1,035
- I.B.E.W. Local Union 481 Defined Contribution Plan $246M · 2,730
- Cfni Retirement Plan $173M · 6,104
- Bricklayers of Indiana Retirement Plan $146M · 1,064
St. Anne Home Employees' Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Zeitlin & Zeitlin, P.C. Profit Sharing Plan & Trust Agreement in AZ ($4M); by covered participants it is The Geneva Foundation 403(b) Plan in WA (410 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (410 participants); asset peers above are excluded.
- The Geneva Foundation 403(b) Plan (WA) 410 · 0 off
- The Village Network 403(b) Plan (OH) 410 · 0 off
- Alliance Healthcare Services, Inc. Employer (TN) 410 · 0 off
- Operative Plasterers and Cement Masons Local 29 Annuity Plan (NJ) 409 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.