Other · DOL Form 5500 · 2022
St. Anne's Episcopal School, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $268,053
- Avg per participant High balance/head
Official DOL plan name: St. Anne's Episcopal School Defined Contribution Retirement Plan · Sponsored by St. Anne's Episcopal School, Inc. · Colorado · Educational Services
$20M in assets, 76 participants
St. Anne's Episcopal School, Inc.'s St. Anne's Episcopal School Defined Contribution Retirement Plan reported $20M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #2,470 in Educational Services (4,024 peers)
Where St. Anne's Episcopal School Defined Contribution Retirement Plan sits by assets
St. Anne's Episcopal School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 76 participants (~$268,053/participant), down 0.9% in 2022.
- #2,470
- in Educational Services (4,024 peers)
- -0.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $188K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Anne's Episcopal School Defined Contribution Retirement Plan's outsized position by total assets
St. Anne's Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,372,037 Top 22% higher than 78% 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's Episcopal School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Anne's Episcopal School Defined Contribution Retirement Plan is a small filing (76 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 846049400 · St. Anne's Episcopal School, Inc. PY 2022 · Other
St. Anne's Episcopal School Defined Contribution Retirement Plan · $20M · 76 · 78th
- BOOK $20M
- BOOK 76
- BOOK 78th
- BOOK Other
- BOOK near Northern Counties Health Care Retirement Plan
- BOOK ind #2470
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 Colorado →
St. Anne's Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$188K |
| Employer EIN | 846049400 |
| Plan Effective Date | 1982-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Anne's Episcopal School, Inc.)
Sponsor-wide plan assets over time
All St. Anne's Episcopal School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 4.384107490085552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $20M |
| 2023 | 1 | 97 | $21M |
| 2024 | 1 | 88 | $21M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
St. Anne's Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Northern Counties Health Care Retirement Plan in VT ($20M); by covered participants it is Cgfns International, Inc. 403(b) Plan in PA (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Northern Counties Health Care Retirement Plan (VT) $20M · 324
- Planned Parenthood - Los Angeles 403(b) Plan (CA) $20M · 518
- Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) $20M · 461
- Goldey-Beacom College 403(b) Plan (DE) $20M · 187
Similar participant headcount
Nearest other-state filings by covered participants (76 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.