Other · DOL Form 5500 · 2022

St. Anne's Belfield, Inc. Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
278
Participants Below avg headcount
86th
Percentile by assets National rank
$141,565
Avg per participant Near avg balance/head
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Official DOL plan name: St. Anne's Belfield, Inc. 403(b) Retirement Plan · Sponsored by St. Anne's Belfield, Inc. · Virginia · Educational Services

$39M in assets, 278 participants

St. Anne's Belfield, Inc.'s St. Anne's Belfield, Inc. 403(b) Retirement Plan reported $39M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,977 in Educational Services (4,024 peers)

Coverage in Virginia

St. Anne's Belfield, Inc. 403(b) Retirement Plan covers 278 participants in Virginia, about 36% of the average Virginia filer (state average ~782 per filing). Assets: $39M.

#2,977
in Educational Services (4,024 peers)
+11.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

St. Anne's Belfield, Inc. 403(b) Retirement Plan's outsized position by total assets

St. Anne's Belfield, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$39,355,074 Top 14% higher than 86% 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's Belfield, Inc. 403(b) 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. St. Anne's Belfield, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (278 participants).

Form 5500 schedule snapshot

Filing strip 540880465 · St. Anne's Belfield, Inc. PY 2022 · Other

St. Anne's Belfield, Inc. 403(b) Retirement Plan · $39M · 278 · 86th

  • IND $39M
  • EOY 278
  • 5500 86th
  • ASSETS Other
  • PCT near 403(b) Thrift Plan of Gift of Life Michigan
  • EIN ind #2977

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 Virginia →

St. Anne's Belfield, Inc. 403(b) Retirement Plan in the asset neighbourhood

Beverly Hospital Matching Savings PlanBeverly Hospital Matching Sa…$39MLincoln Institute of Land Policy 403(b) Retirement PlanLincoln Institute of Land Po…$39M403(b) Thrift Plan of Gift of Life Michigan403(b) Thrift Plan of Gift o…$39MSt. Anne's Belfield, Inc. 403(b) Retirement PlanSt. Anne's Belfield, Inc. 40…$39MNichols School Tiaa-Cref Retirement PlanNichols School Tiaa-Cref Ret…$39M
End-of-year total assets ($M) among St. Anne's Belfield, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN540880465
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anne's Belfield, Inc.)

Sponsor-wide plan assets over time

All St. Anne's Belfield, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 19.530223726678802% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.4M $47M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 278 $39M
2023 1 267 $44M
2024 1 272 $47M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

St. Anne's Belfield, Inc. 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants St. Anne's Belfield, Inc. 403(b) Retirement Plan, Total assets ($B): 0.039355074 · Participants: 278St. Anne's Belfield, Inc. 403(b) Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
St. Anne's Belfield, Inc. 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare St. Anne's Belfield, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

St. Anne's Belfield, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is 403(b) Thrift Plan of Gift of Life Michigan in MI ($39M); by covered participants it is Memorial Hospital Employee's Pension Plan in IL (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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's Belfield, Inc. 403(b) Retirement Plan assets move in 2022? ▼
St. Anne's Belfield, Inc. 403(b) Retirement Plan grew at a solid clip - up 11.9% during 2022, from $35M to $39M. Reported net income was $4M.
How have St. Anne's Belfield, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne's Belfield, Inc.'s sponsor-wide assets grew 19.5%, from $39M to $47M.
Where does St. Anne's Belfield, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
St. Anne's Belfield, Inc. 403(b) Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to St. Anne's Belfield, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Gift of Life Michigan in MI ($39M, 238 participants).
Which Other plans cover a similar participant headcount to St. Anne's Belfield, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Memorial Hospital Employee's Pension Plan in IL (278 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540880465.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.