Other · DOL Form 5500 · 2023

St. Anne's Episcopal School, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
97
Participants Small participant base
73rd
Percentile by assets National rank
$215,817
Avg per participant Above avg balance/head
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Official DOL plan name: St. Anne's Episcopal School Defined Contribution Retirement Plan · Sponsored by St. Anne's Episcopal School, Inc. · Colorado · Educational Services

$21M in assets, 97 participants

St. Anne's Episcopal School, Inc.'s St. Anne's Episcopal School Defined Contribution Retirement Plan reported $21M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,109 in Educational Services (3,735 peers)

What the 2023 filing shows

St. Anne's Episcopal School Defined Contribution Retirement Plan holds $21M for 97 participants - about $215,817 per participant, above the median plan by assets.

#2,109
in Educational Services (3,735 peers)
+2.8%
assets growth YoY

St. Anne's Episcopal School Defined Contribution Retirement Plan's outsized position by total assets

St. Anne's Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets

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

$20,934,248 Top 27% higher than 73% 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 Episcopal School Defined Contribution 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 Episcopal School Defined Contribution Retirement Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Anne's Episcopal School Defined Contribution Retirement Plan reported net income rose from -$188K in the plan year 2022 filing to $562K in the plan year 2023 filing.
  • St. Anne's Episcopal School Defined Contribution Retirement Plan reported participants rose from 76 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • St. Anne's Episcopal School Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 846049400 · St. Anne's Episcopal School, Inc. PY 2023 · Other

St. Anne's Episcopal School Defined Contribution Retirement Plan · $21M · 97 · 73rd

  • PART $21M
  • TYPE 97
  • NET 73rd
  • BOOK Other
  • VS-ST near Jameson Health System, Inc. 403(b) Plan
  • BOY ind #2109

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 Colorado →

St. Anne's Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood

Zepf Center Retirement Savings PlanZepf Center Retirement Savin…$21MJameson Health System, Inc. 403(b) PlanJameson Health System, Inc. …$21MSt. Anne's Episcopal School Defined Contribution Retirement PlanSt. Anne's Episcopal School …$21MFaculty Student Association of State University College at Fredonia, New York, Inc. Retirement PlanFaculty Student Association …$21MMichigan Virtual University 403(b) PlanMichigan Virtual University …$21M
End-of-year total assets ($M) among St. Anne's Episcopal School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$562K
Employer EIN846049400
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$21M 4.384107490085552% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M 202220232024 $20.4M $21.3M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 76 $20M
2023 1 97 $21M
2024 1 88 $21M

Nearby Other Plans in Colorado

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

St. Anne's Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants St. Anne's Episcopal School Defined Contribution Retirement Plan, Total assets ($B): 0.020934248 · Participants: 97St. Anne's Episcopal School Defined Contribution Retirement PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
St. Anne's Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare St. Anne's Episcopal School Defined Contribution Retirement Plan side-by-side with 3 peers →

St. Anne's Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Jameson Health System, Inc. 403(b) Plan in PA ($21M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Episcopal School Defined Contribution Retirement Plan assets move in 2023? ▼
St. Anne's Episcopal School Defined Contribution Retirement Plan edged up modestly - up 2.8% during 2023, from $20M to $21M. Reported net income was $562K.
How have St. Anne's Episcopal School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne's Episcopal School, Inc.'s sponsor-wide assets grew 4.4%, from $20M to $21M.
Which Other plans are similar in size to St. Anne's Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Jameson Health System, Inc. 403(b) Plan in PA ($21M, 390 participants).
Which Other plans cover a similar participant headcount to St. Anne's Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants, $26M 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 846049400.

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.