Other · DOL Form 5500 · 2023

St. Anns Home for the Aged Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,112
Participants Near avg headcount
80th
Percentile by assets National rank
$28,984
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Ann's Community 403(b) Retirement Plan · Sponsored by St. Anns Home for the Aged · New York · Healthcare & Social Assistance

$32M in assets, 1,112 participants

St. Anns Home for the Aged's St. Ann's Community 403(b) Retirement Plan reported $32M in total assets and 1,112 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,696 in Healthcare & Social Assistance (17,684 peers)

Where St. Ann's Community 403(b) Retirement Plan sits by assets

St. Ann's Community 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 1,112 participants (~$28,984/participant), up 23.9% in 2023.

#14,696
in Healthcare & Social Assistance (17,684 peers)
+23.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

St. Ann's Community 403(b) Retirement Plan's outsized position by total assets

St. Ann's Community 403(b) Retirement Plan vs every filed plan by assets

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

$32,230,270 Top 20% higher than 80% 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 Community 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Ann's Community 403(b) Retirement Plan lands in the large band (1,112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Ann's Community 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • St. Ann's Community 403(b) Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • St. Ann's Community 403(b) Retirement Plan reported participants rose from 1,079 in the plan year 2022 filing to 1,112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160743146 · St. Anns Home for the Aged PY 2023 · Other

St. Ann's Community 403(b) Retirement Plan · $32M · 1,112 · 80th

  • ASSETS $32M
  • PCT 1,112
  • EIN 80th
  • RANK Other
  • PHOTO near Msb 403(b) Retirement Program
  • IND ind #14696

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 Community 403(b) Retirement Plan in the asset neighbourhood

Legacy Lifecare 403(b) Plan$32MPrimary Health Network Retirement Savings PlanPrimary Health Network Retir…$32MSt. Ann's Community 403(b) Retirement PlanSt. Ann's Community 403(b) R…$32MMsb 403(b) Retirement Program$32MWest Virginia University Foundation DC Retirement PlanWest Virginia University Fou…$32M
End-of-year total assets ($M) among St. Ann's Community 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN160743146
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anns Home for the Aged)

Sponsor-wide plan assets over time

All St. Anns 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 Other Plans in New York

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

St. Ann's Community 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants St. Ann's Community 403(b) Retirement Plan, Total assets ($B): 0.03223027 · Participants: 1112St. Ann's Community 403(b) Retirement 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
St. Ann's Community 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare St. Ann's Community 403(b) Retirement Plan side-by-side with 3 peers →

St. Ann's Community 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Msb 403(b) Retirement Program in MD ($32M); by covered participants it is La Clinica De La Raza, Inc. 403(b) Plan in CA (1,112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,112 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 Community 403(b) Retirement Plan assets move in 2023? ▼
St. Ann's Community 403(b) Retirement Plan grew sharply - up 23.9% during 2023, from $26M to $32M. Reported net income was $6M.
How have St. Anns Home for the Aged plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anns Home for the Aged's sponsor-wide assets declined 7.0%, from $80M to $74M.
Where does St. Ann's Community 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
St. Ann's Community 403(b) Retirement Plan ranks in the 80th 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 Other plans are similar in size to St. Ann's Community 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Msb 403(b) Retirement Program in MD ($32M, 402 participants).
Which Other plans cover a similar participant headcount to St. Ann's Community 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is La Clinica De La Raza, Inc. 403(b) Plan in CA (1,112 participants, $84M 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.