Defined Benefit (Pension) · DOL Form 5500 · 2024

St. Ann's Home for the Aged Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
159
Participants Small participant base
81st
Percentile by assets National rank
$239,724
Avg per participant Above avg balance/head
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Official DOL plan name: St. Ann's Home for the Aged Pension Plan · Sponsored by St. Ann's Home for the Aged · New York · Healthcare & Social Assistance

$38M in assets, 159 participants

St. Ann's Home for the Aged's St. Ann's Home for the Aged Pension Plan reported $38M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,136 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

St. Ann's Home for the Aged Pension Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $38M.

#14,136
in Healthcare & Social Assistance (16,916 peers)
-16.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Ann's Home for the Aged Pension Plan's outsized position by total assets

St. Ann's Home for the Aged Pension Plan vs every filed plan by assets

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

$38,116,051 Top 19% higher than 81% 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

St. Ann's Home for the Aged Pension 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. St. Ann's Home for the Aged Pension Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Ann's Home for the Aged Pension Plan end-of-year assets fell from $46M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • St. Ann's Home for the Aged Pension Plan reported participants fell from 178 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 160743146 · St. Ann's Home for the Aged PY 2024 · Defined Benefit (Pension)

St. Ann's Home for the Aged Pension Plan · $38M · 159 · 81st

  • PHOTO $38M
  • IND 159
  • EOY 81st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Pension Plan for Hourly Employees of Swisher International, Inc., Wheeling, Wv
  • PCT ind #14136

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

St. Ann's Home for the Aged Pension Plan in the asset neighbourhood

Major League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$38MSt. Ann's Home for the Aged Pension PlanSt. Ann's Home for the Aged …$38MPension Plan for Hourly Employees of Swisher International, Inc., Wheeling, WvPension Plan for Hourly Empl…$38MWacker Hourly Pension Plan$38MRetirement Plan of Maritrans IncRetirement Plan of Maritrans…$38M
End-of-year total assets ($M) among St. Ann's Home for the Aged Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$38M
Net Income-$8M
Employer EIN160743146
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Ann's Home for the Aged)

Sponsor-wide plan assets over time

All St. Ann's Home for the Aged plans reported in each filing year

Latest sponsor-wide plan assets
$74M 7.014466005606024% vs 2022
2024 filing year
$72M$74M$76M$78M$80M$82M 202220232024 $79.7M $74.1M ▼ -7.0%
Year Plans Participants Total Assets
2022 2 1,280 $80M
2023 2 1,290 $78M
2024 2 1,334 $74M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Ann's Home for the Aged Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants St. Ann's Home for the Aged Pension Plan, Total assets ($B): 0.038116051 · Participants: 159St. Ann's Home for the Aged Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
St. Ann's Home for the Aged Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare St. Ann's Home for the Aged Pension Plan side-by-side with 3 peers →

St. Ann's Home for the Aged Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Employees of Swisher International, Inc., Wheeling, Wv in FL ($38M); by covered participants it is Southern Bank and Trust Company Pension Plan in NC (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 St. Ann's Home for the Aged Pension Plan assets move in 2024? ▼
St. Ann's Home for the Aged Pension Plan declined sharply - down 16.9% during 2024, from $46M to $38M. Reported net income was -$8M.
How have St. Ann's Home for the Aged plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Ann's Home for the Aged's sponsor-wide assets declined 7.0%, from $80M to $74M.
Where does St. Ann's Home for the Aged Pension Plan rank by assets among Form 5500 filers? ▼
St. Ann's Home for the Aged Pension Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to St. Ann's Home for the Aged Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Employees of Swisher International, Inc., Wheeling, Wv in FL ($38M, 99 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Ann's Home for the Aged Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Bank and Trust Company Pension Plan in NC (159 participants, $91M 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 160743146.

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.