401(k) · DOL Form 5500 · 2022

St. Ann's Home, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
246
Participants Below avg headcount
80th
Percentile by assets National rank
$100,586
Avg per participant Below avg balance/head
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Official DOL plan name: St. Ann's Home, Inc. Retirement Plan Trust · Sponsored by St. Ann's Home, Inc. · Massachusetts · Healthcare & Social Assistance

$25M in assets, 246 participants

St. Ann's Home, Inc.'s St. Ann's Home, Inc. Retirement Plan Trust reported $25M in total assets and 246 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,721 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

St. Ann's Home, Inc. Retirement Plan Trust covers 246 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#16,721
in Healthcare & Social Assistance (20,060 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Ann's Home, Inc. Retirement Plan Trust's outsized position by total assets

St. Ann's Home, Inc. Retirement Plan Trust vs every filed plan by assets

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

$24,744,274 Top 20% higher than 80% 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

St. Ann's Home, Inc. Retirement Plan Trust 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. Ann's Home, Inc. Retirement Plan Trust sits mid-pack in the medium band (246 participants).

DOL schedule card

Filing strip 042104866 · St. Ann's Home, Inc. PY 2022 · 401(k)

St. Ann's Home, Inc. Retirement Plan Trust · $25M · 246 · 80th

  • PHOTO $25M
  • PHOTO 246
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Firefighters First Federal Credit Union
  • PHOTO ind #16721

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 Massachusetts →

St. Ann's Home, Inc. Retirement Plan Trust in the asset neighbourhood

Treasure Island 401(k) Plan$25MAlex E. Paris Contracting Company Inc. Safe Harbor 401(k) Profit Sharing PlanAlex E. Paris Contracting Co…$25MSt. Ann's Home, Inc. Retirement Plan TrustSt. Ann's Home, Inc. Retirem…$25MFirefighters First Federal Credit UnionFirefighters First Federal C…$25MNorthern Engraving Corporation Salaried Savings Plus PlanNorthern Engraving Corporati…$25M
End-of-year total assets ($M) among St. Ann's Home, Inc. Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN042104866
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Ann's Home, Inc.)

Sponsor-wide plan assets over time

All St. Ann's Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 27.740664365420457% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $31.6M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 246 $25M
2023 1 246 $28M
2024 1 331 $32M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Ann's Home, Inc. Retirement Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants St. Ann's Home, Inc. Retirement Plan Trust, Total assets ($B): 0.024744274 · Participants: 246St. Ann's Home, Inc. Retirement Plan TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
St. Ann's Home, Inc. Retirement Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare St. Ann's Home, Inc. Retirement Plan Trust side-by-side with 3 peers →

St. Ann's Home, Inc. Retirement Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Firefighters First Federal Credit Union in CA ($25M); by covered participants it is J5 Infrastructure Partners 401(k) Plan in CA (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 St. Ann's Home, Inc. Retirement Plan Trust assets move in 2022? ▼
St. Ann's Home, Inc. Retirement Plan Trust pulled back noticeably - down 14.5% during 2022, from $29M to $25M. Reported net income was -$4M.
How have St. Ann's Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Ann's Home, Inc.'s sponsor-wide assets grew 27.7%, from $25M to $32M.
Where does St. Ann's Home, Inc. Retirement Plan Trust rank by assets among Form 5500 filers? ▼
St. Ann's Home, Inc. Retirement Plan Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to St. Ann's Home, Inc. Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Firefighters First Federal Credit Union in CA ($25M, 198 participants).
Which 401(k) plans cover a similar participant headcount to St. Ann's Home, Inc. Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is J5 Infrastructure Partners 401(k) Plan in CA (246 participants, N/A 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 042104866.

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.