401(k) · DOL Form 5500 · 2022

St. Anne School 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
50th
Percentile by assets National rank
$35,934
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: St. Anne School 401(k) Plan · Sponsored by St. Anne School · California · Educational Services

$5M in assets, 135 participants

St. Anne School's St. Anne School 401(k) Plan reported $5M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,402 in Educational Services (4,024 peers)

Coverage in California

St. Anne School 401(k) Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $5M.

#1,402
in Educational Services (4,024 peers)
-20.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Anne School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

St. Anne School 401(k) Plan vs every filed plan by assets

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

$4,851,059 Top 50% higher than 50% 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. Anne School 401(k) 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 School 401(k) Plan sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 330518794 · St. Anne School PY 2022 · 401(k)

St. Anne School 401(k) Plan · $5M · 135 · 50th

  • TYPE $5M
  • TYPE 135
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near David O. Evans, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #1402

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 California →

St. Anne School 401(k) Plan in the asset neighbourhood

St. Anne School 401(k) Plan$5MDavid O. Evans, Inc. 401(k) Profit Sharing PlanDavid O. Evans, Inc. 401(k) …$5MResortcom International 401(k) PlanResortcom International 401(…$5MRyco Inc. 401(k) Plan$5MM R Pittman Group LLC 401(k) PlanM R Pittman Group LLC 401(k)…$5M
End-of-year total assets ($M) among St. Anne School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN330518794
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

St. Anne School 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants St. Anne School 401(k) Plan, Total assets ($B): 0.004851059 · Participants: 135St. Anne School 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
St. Anne School 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

St. Anne School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is David O. Evans, Inc. 401(k) Profit Sharing Plan in NJ ($5M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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. Anne School 401(k) Plan assets move in 2022?
St. Anne School 401(k) Plan declined sharply - down 20.0% during 2022, from $6M to $5M. Reported net income was -$1M.
Which 401(k) plans are similar in size to St. Anne School 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is David O. Evans, Inc. 401(k) Profit Sharing Plan in NJ ($5M, 10 participants).
Which 401(k) plans cover a similar participant headcount to St. Anne School 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A in assets).