Defined Benefit (Pension) · DOL Form 5500 · 2023

St. Ann's Home for the Aged Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
178
Participants Small participant base
85th
Percentile by assets National rank
$257,705
Avg per participant Above avg balance/head
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Official DOL plan name: St. Ann's Home for the Aged Pension Plan · Sponsored by St. Ann's Home for the Aged · New York · Healthcare & Social Assistance

$46M in assets, 178 participants

St. Ann's Home for the Aged's St. Ann's Home for the Aged Pension Plan reported $46M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,372 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

St. Ann's Home for the Aged Pension Plan covers 178 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $46M.

#15,372
in Healthcare & Social Assistance (17,684 peers)
-14.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Ann's Home for the Aged Pension Plan's outsized position by total assets

St. Ann's Home for the Aged Pension Plan vs every filed plan by assets

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

$45,871,531 Top 15% higher than 85% 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 for the Aged Pension 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 for the Aged Pension Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Ann's Home for the Aged Pension Plan reported net income rose from -$13M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • St. Ann's Home for the Aged Pension Plan end-of-year assets fell from $54M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • St. Ann's Home for the Aged Pension Plan reported participants fell from 201 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160743146 · St. Ann's Home for the Aged PY 2023 · Defined Benefit (Pension)

St. Ann's Home for the Aged Pension Plan · $46M · 178 · 85th

  • BOOK $46M
  • BOOK 178
  • BOOK 85th
  • BOOK Defined Benefit (Pension)
  • BOOK near Laborers' Pension Fund of Local Union No. 186
  • BOOK ind #15372

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 New York →

St. Ann's Home for the Aged Pension Plan in the asset neighbourhood

Laborers' Pension Fund of Local Union No. 186Laborers' Pension Fund of Lo…$46MSt. Ann's Home for the Aged Pension PlanSt. Ann's Home for the Aged …$46MPension Equity Plan of Doylestown HospitalPension Equity Plan of Doyle…$46MVedder Price P.C. Defined Benefit Pension PlanVedder Price P.C. Defined Be…$46MShutts & Bowen LLP Retirement Plan and TrustShutts & Bowen LLP Retiremen…$46M
End-of-year total assets ($M) among St. Ann's Home for the Aged Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$46M
Net Income-$8M
Employer EIN160743146
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Ann's Home for the Aged)

Sponsor-wide plan assets over time

All St. Ann's Home for the Aged plans reported in each filing year

Latest sponsor-wide plan assets
$74M 7.014466005606024% vs 2022
2024 filing year
$72M$74M$76M$78M$80M$82M 202220232024 $79.7M $74.1M ▼ -7.0%
Year Plans Participants Total Assets
2022 2 1,280 $80M
2023 2 1,290 $78M
2024 2 1,334 $74M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Ann's Home for the Aged Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants St. Ann's Home for the Aged Pension Plan, Total assets ($B): 0.045871531 · Participants: 178St. Ann's Home for the Aged Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
St. Ann's Home for the Aged Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare St. Ann's Home for the Aged Pension Plan side-by-side with 3 peers →

St. Ann's Home for the Aged Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Laborers' Pension Fund of Local Union No. 186 in CT ($46M); by covered participants it is Unitil Corporation Retirement Plan in NH (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 for the Aged Pension Plan assets move in 2023? ▼
St. Ann's Home for the Aged Pension Plan pulled back noticeably - down 14.5% during 2023, from $54M to $46M. Reported net income was -$8M.
How have St. Ann's Home for the Aged plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Ann's Home for the Aged's sponsor-wide assets declined 7.0%, from $80M to $74M.
Where does St. Ann's Home for the Aged Pension Plan rank by assets among Form 5500 filers? ▼
St. Ann's Home for the Aged Pension Plan ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to St. Ann's Home for the Aged Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers' Pension Fund of Local Union No. 186 in CT ($46M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Ann's Home for the Aged Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unitil Corporation Retirement Plan in NH (178 participants, $164M 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 160743146.

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.