Other · DOL Form 5500 · 2023

St. Anns Home for the Aged Retirement Plan

Data updated 2026-08-11

$32M
Total assets
1,112
Participants
80th
Percentile by assets
$28,984
Avg per participant
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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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$32M
total plan assets (2023 EOY)
1,112
covered participants
80th
percentile by assets (of 127,072 plans)
$28,984
avg assets per participant

Where St. Ann's Community 403(b) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Healthcare & Social Assistance

St. Ann's Community 403(b) Retirement Plan vs the 2023 asset distribution

By assets, St. Ann's Community 403(b) Retirement Plan outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$72M$74M$76M$78M$80M$82M 202220232024 $79.7M $74.1M ▼ -7.0%
Total plan assets by year, all St. Anns Home for the Aged plans on file
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 ($B) Participants St. Ann's Community …, Total assets ($B): 0.03223027 · Participants: 1112St. Ann's Community …Northwell Health 403…, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medi…University of Roches…, Total assets ($B): 7.214339559 · Participants: 28970University of Roches…Memorial Sloan Kette…, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for …
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 Pl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to St. Ann's Community 403(b) Retirement Plan by total assets, not by location.

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).

Next read for St. Ann's Community 403(b) Retirement Pl…

Scale reading

Ways to act on St. Ann's Community 403(b) Retirement Plan's numbers.

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.