Other · DOL Form 5500 · 2024

Saint Anns School Retirement Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
298
Participants Below avg headcount
90th
Percentile by assets National rank
$324,212
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Saint Ann's School Tax Deferred Annuity Plan · Sponsored by Saint Anns School · New York · Educational Services

$97M in assets, 298 participants

Saint Anns School's The Saint Ann's School Tax Deferred Annuity Plan reported $97M in total assets and 298 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,002 in Educational Services (3,638 peers)

Coverage in New York

The Saint Ann's School Tax Deferred Annuity Plan covers 298 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $97M.

#3,002
in Educational Services (3,638 peers)
+14.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Saint Ann's School Tax Deferred Annuity Plan's outsized position by total assets

The Saint Ann's School Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$96,615,310 Top 10% higher than 90% of 123,620 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 2024

The Saint Ann's School Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Saint Ann's School Tax Deferred Annuity Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Saint Ann's School Tax Deferred Annuity Plan end-of-year assets rose from $85M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • The Saint Ann's School Tax Deferred Annuity Plan reported participants rose from 280 in the plan year 2023 filing to 298 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112606681 · Saint Anns School PY 2024 · Other

The Saint Ann's School Tax Deferred Annuity Plan · $97M · 298 · 90th

  • IND $97M
  • EOY 298
  • 5500 90th
  • ASSETS Other
  • PCT near Bancroft Defined Contribution Retirement Plan
  • EIN ind #3002

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 New York →

The Saint Ann's School Tax Deferred Annuity Plan in the asset neighbourhood

Agnes Scott College Defined Contribution Retirement PlanAgnes Scott College Defined …$97MStanley Member Stock Bonus PlanStanley Member Stock Bonus P…$97MThe Saint Ann's School Tax Deferred Annuity PlanThe Saint Ann's School Tax D…$97MBancroft Defined Contribution Retirement PlanBancroft Defined Contributio…$97MMercy Housing, Inc. 403(b) PlanMercy Housing, Inc. 403(b) P…$96M
End-of-year total assets ($M) among The Saint Ann's School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$97M
Net Income$12M
Employer EIN112606681
Plan Effective Date1985-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Anns School)

Sponsor-wide plan assets over time

All Saint Anns School plans reported in each filing year

Latest sponsor-wide plan assets
$97M 32.425926356919696% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73M $96.6M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 376 $73M
2023 1 280 $85M
2024 1 298 $97M

Nearby Other Plans in New York

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

The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Saint Ann's School Tax Deferred Annuity Plan, Total assets ($B): 0.09661531 · Participants: 298The Saint Ann's School Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Saint Ann's School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Saint Ann's School Tax Deferred Annuity Plan side-by-side with 3 peers →

The Saint Ann's School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bancroft Defined Contribution Retirement Plan in NJ ($97M); by covered participants it is Dothouse Health 403(b) Retirement Plan in MA (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Saint Ann's School Tax Deferred Annuity Plan assets move in 2024? ▼
The Saint Ann's School Tax Deferred Annuity Plan grew at a solid clip - up 14.0% during 2024, from $85M to $97M. Reported net income was $12M.
How have Saint Anns School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Anns School's sponsor-wide assets grew 32.4%, from $73M to $97M.
Where does The Saint Ann's School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The Saint Ann's School Tax Deferred Annuity Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Saint Ann's School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Bancroft Defined Contribution Retirement Plan in NJ ($97M, 3,081 participants).
Which Other plans cover a similar participant headcount to The Saint Ann's School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Dothouse Health 403(b) Retirement Plan in MA (298 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112606681.

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.