Other · DOL Form 5500 · 2022
Anna Maria College Aka the Sisters of St. Anne, Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 172
- Participants
- 77th
- Percentile by assets
- $112,122
- Avg per participant
Official DOL plan name: Anna Maria College DC Retirement Plan · Sponsored by Anna Maria College Aka the Sisters of St. Anne, Inc. · Massachusetts · Educational Services
$19M in assets, 172 participants
Anna Maria College Aka the Sisters of St. Anne, Inc.'s Anna Maria College DC Retirement Plan reported $19M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #2,422 in Educational Services (4,024 peers)
Coverage in Massachusetts
Anna Maria College DC Retirement Plan covers 172 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.
- $19M
- total plan assets (2022 EOY)
- 172
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $112,122
- avg assets per participant
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.
Where Anna Maria College DC Retirement Plan sits by total assets
Anna Maria College DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,284,958 Top 23% higher than 77% 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
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Anna Maria College DC Retirement Plan reports 172 participants - about 26% of that state average ($19M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 042002060 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anna Maria College Aka the Sisters of St. Anne, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $19M |
| 2023 | 1 | 182 | $21M |
| 2024 | 1 | 177 | $24M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Anna Maria College DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Anna Maria College DC Retirement Plan assets move in 2022? ▼
How have Anna Maria College Aka the Sisters of St. Anne, Inc. plan assets changed over time? ▼
Where does Anna Maria College DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Anna Maria College DC Retirement Plan? ▼
Next read for Anna Maria College DC Retirement Plan
Filing takeaways
Ways to act on Anna Maria College DC Retirement Plan's numbers.
- By total assets, Anna Maria College DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Anna Maria College Aka the Sisters of St. Anne, Inc.'s sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Educational Services plans