Other · DOL Form 5500 · 2022
St. Anne Institute Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $19,684
- Avg per participant Low balance/head
Official DOL plan name: St. Anne Institute 403(b) Plan · Sponsored by St. Anne Institute · New York · Other Services
$5M in assets, 231 participants
St. Anne Institute's St. Anne Institute 403(b) Plan reported $5M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #5,705 in Other Services (8,398 peers)
Coverage in New York
St. Anne Institute 403(b) Plan covers 231 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #5,705
- in Other Services (8,398 peers)
- +8.8%
- assets growth YoY
St. Anne Institute 403(b) Plan's mid-pack asset rank among Other Services and all filers
St. Anne Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,547,016 49th percentile higher than 49% 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 Institute 403(b) 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 Institute 403(b) Plan sits mid-pack in the medium band (231 participants).
EBSA filing schedule strip
Filing strip 141340098 · St. Anne Institute PY 2022 · Other
St. Anne Institute 403(b) Plan · $5M · 231 · 49th
- EOY $5M
- EOY 231
- EOY 49th
- EOY Other
- EOY near Connecticut Counseling Centers, Inc. Non-Exempt Salary Reduction Plan
- EOY ind #5705
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 Other Services retirement plans → · Plans in New York →
St. Anne Institute 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $366K |
| Employer EIN | 141340098 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Anne Institute)
Sponsor-wide plan assets over time
All St. Anne Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 7.439252467992195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $5M |
| 2023 | 1 | 265 | $6M |
| 2024 | 1 | 288 | $5M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
St. Anne Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Connecticut Counseling Centers, Inc. Non-Exempt Salary Reduction Plan in CT ($5M); by covered participants it is Clark Fork Valley Hospital 403(b) Plan in MT (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Connecticut Counseling Centers, Inc. Non-Exempt Salary Reduction Plan (CT) $5M · 103
- 403(b) Thrift Plan of Jewish Family Children's Service of the Suncoast, Inc. (FL) $5M · 94
- Lake Sunapee Home Care and Hospice ERISA 403(b) Plan (NH) $5M · 123
- York Preparatory Academy, Inc. 403(b) Plan (SC) $5M · 213
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Clark Fork Valley Hospital 403(b) Plan (MT) 231 · 0 off
- St. Johnsbury Academy 403(b) Retirement Plan (VT) 231 · 0 off
- Vesta, Inc. 403(b) Plan (MD) 231 · 0 off
- The Potomac School Tax Deferred Savings and Retirement Plan (VA) 231 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.