Other · DOL Form 5500 · 2023

St. Anne Institute Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
265
Participants Below avg headcount
47th
Percentile by assets National rank
$21,209
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Anne Institute 403(b) Plan · Sponsored by St. Anne Institute · New York · Other Services

$6M in assets, 265 participants

St. Anne Institute's St. Anne Institute 403(b) Plan reported $6M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,293 in Other Services (7,857 peers)

Coverage in New York

St. Anne Institute 403(b) Plan covers 265 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $6M.

#5,293
in Other Services (7,857 peers)
+23.6%
assets growth YoY

St. Anne Institute 403(b) Plan's mid-pack asset rank among Other Services and all filers

St. Anne Institute 403(b) Plan vs every filed plan by assets

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

$5,620,257 47th percentile higher than 47% 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 Institute 403(b) 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. Anne Institute 403(b) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Anne Institute 403(b) Plan reported net income rose from $366K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • St. Anne Institute 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • St. Anne Institute 403(b) Plan reported participants rose from 231 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141340098 · St. Anne Institute PY 2023 · Other

St. Anne Institute 403(b) Plan · $6M · 265 · 47th

  • IND $6M
  • EOY 265
  • 5500 47th
  • ASSETS Other
  • PCT near Food Lifeline 403(b) Plan
  • EIN ind #5293

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 Other Services retirement plans → · Plans in New York →

St. Anne Institute 403(b) Plan in the asset neighbourhood

St. Anne Institute 403(b) PlanSt. Anne Institute 403(b) Pl…$6MFood Lifeline 403(b) Plan$6MJasper Health Services, Inc. Retirement PlanJasper Health Services, Inc.…$6MThe Blood Center 403(b) Retirement Savings PlanThe Blood Center 403(b) Reti…$6MThe Children's Collective, Inc. 403(b) PlanThe Children's Collective, I…$6M
End-of-year total assets ($M) among St. Anne Institute 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN141340098
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anne Institute)

Sponsor-wide plan assets over time

All St. Anne Institute plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.439252467992195% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.55M $4.89M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 231 $5M
2023 1 265 $6M
2024 1 288 $5M

Nearby Other Plans in New York

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

St. Anne Institute 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants St. Anne Institute 403(b) Plan, Total assets ($B): 0.005620257 · Participants: 265St. Anne Institute 403(b) 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. Anne Institute 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare St. Anne Institute 403(b) Plan side-by-side with 3 peers →

St. Anne Institute 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Food Lifeline 403(b) Plan in WA ($6M); by covered participants it is Dwight Englewood School 403(b) Retirement Savings Plan in NJ (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Institute 403(b) Plan assets move in 2023? ▼
St. Anne Institute 403(b) Plan grew sharply - up 23.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have St. Anne Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne Institute's sponsor-wide assets grew 7.4%, from $5M to $5M.
Which Other plans are similar in size to St. Anne Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Food Lifeline 403(b) Plan in WA ($6M, 160 participants).
Which Other plans cover a similar participant headcount to St. Anne Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Dwight Englewood School 403(b) Retirement Savings Plan in NJ (265 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 141340098.

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.