Profit Sharing · DOL Form 5500 · 2023

St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
435
Participants Below avg headcount
42nd
Percentile by assets National rank
$9,895
Avg per participant Low balance/head
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Official DOL plan name: St. Anne Home Employees' Retirement Plan · Sponsored by St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. · Indiana · Healthcare & Social Assistance

$4M in assets, 435 participants

St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc.'s St. Anne Home Employees' Retirement Plan reported $4M in total assets and 435 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,909 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

St. Anne Home Employees' Retirement Plan holds $4M for 435 participants - about $9,895 per participant, in the lower half of filed plans by assets.

#7,909
in Healthcare & Social Assistance (17,684 peers)
+3.0%
assets growth YoY

St. Anne Home Employees' Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Anne Home Employees' Retirement Plan vs every filed plan by assets

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

$4,304,413 42nd percentile higher than 42% 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

St. Anne Home Employees' Retirement 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. St. Anne Home Employees' Retirement Plan sits mid-pack in the medium band (435 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Anne Home Employees' Retirement Plan reported net income rose from -$962K in the plan year 2022 filing to $124K in the plan year 2023 filing.
  • St. Anne Home Employees' Retirement Plan reported participants rose from 410 in the plan year 2022 filing to 435 in the plan year 2023 filing.
  • St. Anne Home Employees' Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352024406 · St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. PY 2023 · Profit Sharing

St. Anne Home Employees' Retirement Plan · $4M · 435 · 42nd

  • 5500 $4M
  • ASSETS 435
  • PCT 42nd
  • EIN Profit Sharing
  • RANK near Enterprise Coated Products Employee Profit Sharing Plan & Trust
  • PHOTO ind #7909

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

St. Anne Home Employees' Retirement Plan in the asset neighbourhood

Vermont Adult Learning Retirement PlanVermont Adult Learning Retir…$4MSt. Anne Home Employees' Retirement PlanSt. Anne Home Employees' Ret…$4MEnterprise Coated Products Employee Profit Sharing Plan & TrustEnterprise Coated Products E…$4MBhk Holdings, LLC 401(k) Profit Sharing PlanBhk Holdings, LLC 401(k) Pro…$4MTrecker Fritz & Williams, Attorneys at Law Profit Sharing PlanTrecker Fritz & Williams, At…$4M
End-of-year total assets ($M) among St. Anne Home Employees' Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$124K
Employer EIN352024406
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc.)

Sponsor-wide plan assets over time

All St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.819373700931418% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.18M $4.59M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 410 $4M
2023 1 435 $4M
2024 1 309 $5M

Nearby Profit Sharing Plans in Indiana

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

St. Anne Home Employees' Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants St. Anne Home Employees' Retirement Plan, Total assets ($B): 0.004304413 · Participants: 435St. Anne Home Employees' Retirement PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
St. Anne Home Employees' Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare St. Anne Home Employees' Retirement Plan side-by-side with 3 peers →

St. Anne Home Employees' Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Enterprise Coated Products Employee Profit Sharing Plan & Trust in IL ($4M); by covered participants it is Heat and Frost Insulators Local 34 Pension Fund in MN (435 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (435 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 St. Anne Home Employees' Retirement Plan assets move in 2023? ▼
St. Anne Home Employees' Retirement Plan edged up modestly - up 3.0% during 2023, from $4M to $4M. Reported net income was $124K.
How have St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc.'s sponsor-wide assets grew 9.8%, from $4M to $5M.
Which Profit Sharing plans are similar in size to St. Anne Home Employees' Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Enterprise Coated Products Employee Profit Sharing Plan & Trust in IL ($4M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to St. Anne Home Employees' Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Heat and Frost Insulators Local 34 Pension Fund in MN (435 participants, $207M 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 352024406.

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.