Other · DOL Form 5500 · 2023

Saint Anns School Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
280
Participants Below avg headcount
90th
Percentile by assets National rank
$302,733
Avg per participant High balance/head
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Official DOL plan name: The Saint Ann's School Tax Deferred Annuity Plan · Sponsored by Saint Anns School · New York · Educational Services

$85M in assets, 280 participants

Saint Anns School's The Saint Ann's School Tax Deferred Annuity Plan reported $85M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,082 in Educational Services (3,735 peers)

Coverage in New York

The Saint Ann's School Tax Deferred Annuity Plan covers 280 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $85M.

#3,082
in Educational Services (3,735 peers)
+16.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Saint Ann's School Tax Deferred Annuity Plan's outsized position by total assets

The Saint Ann's School Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$84,765,180 Top 10% higher than 90% of 127,068 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 2023

The Saint Ann's School Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Saint Ann's School Tax Deferred Annuity Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Saint Ann's School Tax Deferred Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Saint Ann's School Tax Deferred Annuity Plan reported participants fell from 376 in the plan year 2022 filing to 280 in the plan year 2023 filing.
  • The Saint Ann's School Tax Deferred Annuity Plan end-of-year assets rose from $73M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112606681 · Saint Anns School PY 2023 · Other

The Saint Ann's School Tax Deferred Annuity Plan · $85M · 280 · 90th

  • NET $85M
  • BOOK 280
  • VS-ST 90th
  • BOY Other
  • SCH near Golden Gate University Retirement Plan
  • EBSA ind #3082

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 New York →

The Saint Ann's School Tax Deferred Annuity Plan in the asset neighbourhood

Winrock International Institute for Agricultural Development Defined Contribution PlanWinrock International Instit…$85MThe Saint Ann's School Tax Deferred Annuity PlanThe Saint Ann's School Tax D…$85MGolden Gate University Retirement PlanGolden Gate University Retir…$85MAnderson Healthcare 403b Plan$85MRoad Scholar Retirement Plan$85M
End-of-year total assets ($M) among The Saint Ann's School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$85M
Net Income$12M
Employer EIN112606681
Plan Effective Date1985-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Anns School)

Sponsor-wide plan assets over time

All Saint Anns School plans reported in each filing year

Latest sponsor-wide plan assets
$97M 32.425926356919696% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73M $96.6M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 376 $73M
2023 1 280 $85M
2024 1 298 $97M

Nearby Other Plans in New York

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

The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Saint Ann's School Tax Deferred Annuity Plan, Total assets ($B): 0.08476518 · Participants: 280The Saint Ann's School Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Saint Ann's School Tax Deferred Annuity Plan side-by-side with 3 peers →

The Saint Ann's School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Golden Gate University Retirement Plan in CA ($85M); by covered participants it is Kenneth Young Center 403(b) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Saint Ann's School Tax Deferred Annuity Plan assets move in 2023? ▼
The Saint Ann's School Tax Deferred Annuity Plan grew sharply - up 16.2% during 2023, from $73M to $85M. Reported net income was $12M.
How have Saint Anns School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Anns School's sponsor-wide assets grew 32.4%, from $73M to $97M.
Where does The Saint Ann's School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The Saint Ann's School Tax Deferred Annuity Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Saint Ann's School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Golden Gate University Retirement Plan in CA ($85M, 245 participants).
Which Other plans cover a similar participant headcount to The Saint Ann's School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Kenneth Young Center 403(b) Plan in IL (280 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112606681.

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.