401(k) · DOL Form 5500 · 2023

St. Ann's Home, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
246
Participants Below avg headcount
78th
Percentile by assets National rank
$115,690
Avg per participant Below avg balance/head
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Official DOL plan name: St. Ann's Home, Inc. Retirement Plan · Sponsored by St. Ann's Home, Inc. · Massachusetts · Healthcare & Social Assistance

$28M in assets, 246 participants

St. Ann's Home, Inc.'s St. Ann's Home, Inc. Retirement Plan reported $28M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,460 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

St. Ann's Home, Inc. Retirement Plan covers 246 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.

#14,460
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

St. Ann's Home, Inc. Retirement Plan's outsized position by total assets

St. Ann's Home, Inc. Retirement Plan vs every filed plan by assets

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

$28,459,732 Top 22% higher than 78% 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. Ann's Home, Inc. 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. Ann's Home, Inc. Retirement Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Ann's Home, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • St. Ann's Home, Inc. Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042104866 · St. Ann's Home, Inc. PY 2023 · 401(k)

St. Ann's Home, Inc. Retirement Plan · $28M · 246 · 78th

  • BOOK $28M
  • VS-ST 246
  • BOY 78th
  • SCH 401(k)
  • EBSA near Shaw Systems Associates, L.L.C. Profit Sharing Plan
  • PART ind #14460

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 Massachusetts →

St. Ann's Home, Inc. Retirement Plan in the asset neighbourhood

St. Ann's Home, Inc. Retirement PlanSt. Ann's Home, Inc. Retirem…$28MShaw Systems Associates, L.L.C. Profit Sharing PlanShaw Systems Associates, L.L…$28MOec Graphics, Inc. Retirement PlanOec Graphics, Inc. Retiremen…$28MTraditions Health, LLC 401(k) PlanTraditions Health, LLC 401(k…$28MEsg Architecture & Design, Inc. Savings PlanEsg Architecture & Design, I…$28M
End-of-year total assets ($M) among St. Ann's Home, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN042104866
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Ann's Home, Inc.)

Sponsor-wide plan assets over time

All St. Ann's Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 27.740664365420457% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $31.6M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 246 $25M
2023 1 246 $28M
2024 1 331 $32M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Ann's Home, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants St. Ann's Home, Inc. Retirement Plan, Total assets ($B): 0.028459732 · Participants: 246St. Ann's Home, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
St. Ann's Home, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare St. Ann's Home, Inc. Retirement Plan side-by-side with 3 peers →

St. Ann's Home, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shaw Systems Associates, L.L.C. Profit Sharing Plan in TX ($28M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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. Ann's Home, Inc. Retirement Plan assets move in 2023? ▼
St. Ann's Home, Inc. Retirement Plan grew sharply - up 15.0% during 2023, from $25M to $28M. Reported net income was $4M.
How have St. Ann's Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Ann's Home, Inc.'s sponsor-wide assets grew 27.7%, from $25M to $32M.
Where does St. Ann's Home, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
St. Ann's Home, Inc. Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to St. Ann's Home, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaw Systems Associates, L.L.C. Profit Sharing Plan in TX ($28M, 123 participants).
Which 401(k) plans cover a similar participant headcount to St. Ann's Home, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants, N/A 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 042104866.

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.