Other · DOL Form 5500 · 2023
Saint Anns School Retirement Plan
Data updated 2026-08-11
- $85M
- Total assets
- 280
- Participants
- 90th
- Percentile by assets
- $302,733
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $85M
- total plan assets (2023 EOY)
- 280
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $302,733
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Saint Ann's School Tax Deferred Annuity Plan reports 280 participants - about 35% of that state average ($85M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $12M |
| Employer EIN | 112606681 |
| Plan Effective Date | 1985-09-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Anns School)
| 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
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Saint Ann's School Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did The Saint Ann's School Tax Deferred Annuity Plan assets move in 2023? ▼
How have Saint Anns School plan assets changed over time? ▼
Where does The Saint Ann's School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Saint Ann's School Tax Deferred Annuity Plan? ▼
Next read for The Saint Ann's School Tax Deferred Annu…
Filing takeaways
Ways to act on The Saint Ann's School Tax Deferred Annuity Plan's numbers.
- By total assets, The Saint Ann's School Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Saint Anns School's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Educational Services plans