Other · DOL Form 5500 · 2023
The Sisters of Saint Ann, Inc. Dba Anna Maria College Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $116,679
- Avg per participant Below avg balance/head
Official DOL plan name: Anna Maria College DC Retirement Plan · Sponsored by The Sisters of Saint Ann, Inc. Dba Anna Maria College · Massachusetts · Educational Services
$21M in assets, 182 participants
The Sisters of Saint Ann, Inc. Dba Anna Maria College's Anna Maria College DC Retirement Plan reported $21M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,120 in Educational Services (3,735 peers)
Coverage in Massachusetts
Anna Maria College DC Retirement Plan covers 182 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.
- #2,120
- in Educational Services (3,735 peers)
- +10.1%
- assets growth YoY
Anna Maria College DC Retirement Plan's outsized position by total assets
Anna Maria College DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,235,617 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Anna Maria College DC 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. Anna Maria College DC Retirement Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anna Maria College DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Anna Maria College DC Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Anna Maria College DC Retirement Plan reported participants rose from 172 in the plan year 2022 filing to 182 in the plan year 2023 filing.
DOL schedule card
Filing strip 042002060 · The Sisters of Saint Ann, Inc. Dba Anna Maria College PY 2023 · Other
Anna Maria College DC Retirement Plan · $21M · 182 · 74th
- EBSA $21M
- PART 182
- TYPE 74th
- NET Other
- BOOK near Texas Heart Institute Section 403(b) Plan
- VS-ST ind #2120
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 Educational Services retirement plans → · Plans in Massachusetts →
Anna Maria College DC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 042002060 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sisters of Saint Ann, Inc. Dba Anna Maria College)
Sponsor-wide plan assets over time
All The Sisters of Saint Ann, Inc. Dba Anna Maria College plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 21.922515983700873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $19M |
| 2023 | 1 | 182 | $21M |
| 2024 | 1 | 177 | $24M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Anna Maria College DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Texas Heart Institute Section 403(b) Plan in TX ($21M); by covered participants it is North Penn Comprehensive Health Services 403(b) Plan in PA (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- North Penn Comprehensive Health Services 403(b) Plan (PA) 182 · 0 off
- Jccsf 403(b) Plan (CA) 182 · 0 off
- The Connecticut Hospice Inc. Tax Sheltered Annuity Plan (CT) 182 · 0 off
- Hospice of the Piedmont, Inc. 403(b) Plan (VA) 182 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.