Other · DOL Form 5500 · 2023

St. Anne's Belfield, Inc. Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
267
Participants Below avg headcount
84th
Percentile by assets National rank
$164,855
Avg per participant Above avg balance/head
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Official DOL plan name: St. Anne's Belfield, Inc. 403(b) Retirement Plan · Sponsored by St. Anne's Belfield, Inc. · Virginia · Educational Services

$44M in assets, 267 participants

St. Anne's Belfield, Inc.'s St. Anne's Belfield, Inc. 403(b) Retirement Plan reported $44M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,683 in Educational Services (3,735 peers)

Coverage in Virginia

St. Anne's Belfield, Inc. 403(b) Retirement Plan covers 267 participants in Virginia, about 34% of the average Virginia filer (state average ~782 per filing). Assets: $44M.

#2,683
in Educational Services (3,735 peers)
+11.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

St. Anne's Belfield, Inc. 403(b) Retirement Plan's outsized position by total assets

St. Anne's Belfield, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$44,016,175 Top 16% higher than 84% 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 Belfield, Inc. 403(b) 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. St. Anne's Belfield, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Anne's Belfield, Inc. 403(b) Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • St. Anne's Belfield, Inc. 403(b) Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • St. Anne's Belfield, Inc. 403(b) Retirement Plan reported participants fell from 278 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540880465 · St. Anne's Belfield, Inc. PY 2023 · Other

St. Anne's Belfield, Inc. 403(b) Retirement Plan · $44M · 267 · 84th

  • PART $44M
  • PART 267
  • PART 84th
  • PART Other
  • PART near Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan
  • PART ind #2683

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 Virginia →

St. Anne's Belfield, Inc. 403(b) Retirement Plan in the asset neighbourhood

Gill St. Bernard's DC Retirement PlanGill St. Bernard's DC Retire…$44MMount Desert Island Hospital Employee Savings PlanMount Desert Island Hospital…$44MSt. Anne's Belfield, Inc. 403(b) Retirement PlanSt. Anne's Belfield, Inc. 40…$44MAllen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement PlanAllen-Chase Foundation Dba E…$44MKeuka College Retirement Plan$44M
End-of-year total assets ($M) among St. Anne's Belfield, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$44M
Net Income$5M
Employer EIN540880465
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anne's Belfield, Inc.)

Sponsor-wide plan assets over time

All St. Anne's Belfield, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 19.530223726678802% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.4M $47M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 278 $39M
2023 1 267 $44M
2024 1 272 $47M

Nearby Other Plans in Virginia

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

St. Anne's Belfield, Inc. 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants St. Anne's Belfield, Inc. 403(b) Retirement Plan, Total assets ($B): 0.044016175 · Participants: 267St. Anne's Belfield, Inc. 403(b) Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
St. Anne's Belfield, Inc. 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare St. Anne's Belfield, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest Other by assets is Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in MA ($44M); by covered participants it is Ascend Learning, Inc. 403(b) Plan in NY (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Belfield, Inc. 403(b) Retirement Plan assets move in 2023? ▼
St. Anne's Belfield, Inc. 403(b) Retirement Plan grew at a solid clip - up 11.8% during 2023, from $39M to $44M. Reported net income was $5M.
How have St. Anne's Belfield, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne's Belfield, Inc.'s sponsor-wide assets grew 19.5%, from $39M to $47M.
Where does St. Anne's Belfield, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
St. Anne's Belfield, Inc. 403(b) Retirement Plan ranks in the 84th 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. Anne's Belfield, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in MA ($44M, 158 participants).
Which Other plans cover a similar participant headcount to St. Anne's Belfield, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ascend Learning, Inc. 403(b) Plan in NY (267 participants, $1M 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 540880465.

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.