Profit Sharing · DOL Form 5500 · 2023

St. Anne's School of Annapolis Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
57
Participants Small participant base
32nd
Percentile by assets National rank
$41,440
Avg per participant Low balance/head
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Official DOL plan name: St. Anne's School of Annapolis 403(b) Retirement Plan · Sponsored by St. Anne's School of Annapolis · Maryland · Educational Services

$2M in assets, 57 participants

St. Anne's School of Annapolis's St. Anne's School of Annapolis 403(b) Retirement Plan reported $2M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #789 in Educational Services (3,735 peers)

St. Anne's School of Annapolis multi-year trail

St. Anne's School of Annapolis's plans moved +19.1% in assets from 2022 to 2024; this filing shows St. Anne's School of Annapolis 403(b) Retirement Plan at $2M / 57 participants.

#789
in Educational Services (3,735 peers)
-2.5%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Anne's School of Annapolis 403(b) Retirement Plan among the smaller filed plans by assets

St. Anne's School of Annapolis 403(b) Retirement Plan vs every filed plan by assets

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

$2,362,102 32nd percentile higher than 32% 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. Anne's School of Annapolis 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Anne's School of Annapolis 403(b) Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Anne's School of Annapolis 403(b) Retirement Plan reported net income fell from $94K in the plan year 2022 filing to -$62K in the plan year 2023 filing.
  • St. Anne's School of Annapolis 403(b) Retirement Plan reported participants fell from 80 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • St. Anne's School of Annapolis 403(b) Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521186325 · St. Anne's School of Annapolis PY 2023 · Profit Sharing

St. Anne's School of Annapolis 403(b) Retirement Plan · $2M · 57 · 32nd

  • BOOK $2M
  • BOOK 57
  • BOOK 32nd
  • BOOK Profit Sharing
  • BOOK near Jsn Aspirations Inc. Retirement Plan
  • BOOK ind #789

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 Maryland →

St. Anne's School of Annapolis 403(b) Retirement Plan in the asset neighbourhood

St. Anne's School of Annapolis 403(b) Retirement PlanSt. Anne's School of Annapol…$2MJsn Aspirations Inc. Retirement PlanJsn Aspirations Inc. Retirem…$2MW. Luke Huang, M.D., Inc. Retirement PlanW. Luke Huang, M.D., Inc. Re…$2MA & G Pharmaceuticals Inc Profit Sharing PlanA & G Pharmaceuticals Inc Pr…$2MMelpa, Inc Profit Sharing PlanMelpa, Inc Profit Sharing Pl…$2M
End-of-year total assets ($M) among St. Anne's School of Annapolis 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

St. Anne's School of Annapolis multi-year asset trail

Sponsor-wide plan assets over time

All St. Anne's School of Annapolis plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.10811443075703% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.42M $2.89M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 80 $2M
2023 1 57 $2M
2024 1 71 $3M

St. Anne's School of Annapolis filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$62K
Employer EIN521186325
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

St. Anne's School of Annapolis 403(b) Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants St. Anne's School of Annapolis 403(b) Retirement Plan, Total assets ($B): 0.002362102 · Participants: 57St. Anne's School of Annapolis 403(b) Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
St. Anne's School of Annapolis 403(b) Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare St. Anne's School of Annapolis 403(b) Retirement Plan side-by-side with 3 peers →

St. Anne's School of Annapolis 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Jsn Aspirations Inc. Retirement Plan in FL ($2M); by covered participants it is L.P. Transportation, Inc. 401(k) Profit Sharing Plan and Trust in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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. Anne's School of Annapolis 403(b) Retirement Plan assets move in 2023? ▼
St. Anne's School of Annapolis 403(b) Retirement Plan edged down modestly - down 2.5% during 2023, from $2M to $2M. Reported net income was -$62K.
How have St. Anne's School of Annapolis plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne's School of Annapolis's sponsor-wide assets grew 19.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to St. Anne's School of Annapolis 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jsn Aspirations Inc. Retirement Plan in FL ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to St. Anne's School of Annapolis 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is L.P. Transportation, Inc. 401(k) Profit Sharing Plan and Trust in NY (57 participants, $10M 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 521186325.

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.