Other · DOL Form 5500 · 2022
Anna Maria College Aka the Sisters of St. Anne, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $112,122
- Avg per participant Below avg balance/head
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.
- #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.
- #2,422
- in Educational Services (4,024 peers)
- -16.5%
- 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.
Anna Maria College DC Retirement Plan's outsized position 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
Anna Maria College DC 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. Anna Maria College DC Retirement Plan sits mid-pack in the medium band (172 participants).
Published 5500 schedule card
Filing strip 042002060 · Anna Maria College Aka the Sisters of St. Anne, Inc. PY 2022 · Other
Anna Maria College DC Retirement Plan · $19M · 172 · 77th
- SCH $19M
- EBSA 172
- PART 77th
- TYPE Other
- NET near Texas Heart Institute Section 403(b) Plan
- BOOK ind #2422
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 Massachusetts →
Anna Maria College DC Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Anna Maria College Aka the Sisters of St. Anne, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 21.922515983700873% vs 2022
- 2024 filing year
| 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
Anna Maria College DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Texas Heart Institute Section 403(b) Plan in TX ($19M); by covered participants it is Greater Chicago Food Depository Retirement Savings Plan in IL (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Greater Chicago Food Depository Retirement Savings Plan (IL) 172 · 0 off
- 403b Thrift Plan for United Way for Southeastern Mi (MI) 172 · 0 off
- Antioch University Defined Contribution and Tax Deferred Annuity Plan for Staff Employees (OH) 172 · 0 off
- John Burroughs School Defined Contribution Retirement Plan (MO) 172 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.