Other · DOL Form 5500 · 2024

St. Anns Home for the Aged Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,175
Participants Near avg headcount
80th
Percentile by assets National rank
$30,611
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Ann's Community 403(b) Retirement Plan · Sponsored by St. Anns Home for the Aged · New York · Healthcare & Social Assistance

$36M in assets, 1,175 participants

St. Anns Home for the Aged's St. Ann's Community 403(b) Retirement Plan reported $36M in total assets and 1,175 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,028 in Healthcare & Social Assistance (16,916 peers)

Where St. Ann's Community 403(b) Retirement Plan sits by assets

St. Ann's Community 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 1,175 participants (~$30,611/participant), up 11.6% in 2024.

#14,028
in Healthcare & Social Assistance (16,916 peers)
+11.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

St. Ann's Community 403(b) Retirement Plan's outsized position by total assets

St. Ann's Community 403(b) Retirement Plan vs every filed plan by assets

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

$35,967,538 Top 20% higher than 80% 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 Community 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Ann's Community 403(b) Retirement Plan lands in the large band (1,175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Ann's Community 403(b) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • St. Ann's Community 403(b) Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • St. Ann's Community 403(b) Retirement Plan reported participants rose from 1,112 in the plan year 2023 filing to 1,175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 160743146 · St. Anns Home for the Aged PY 2024 · Other

St. Ann's Community 403(b) Retirement Plan · $36M · 1,175 · 80th

  • PCT $36M
  • EIN 1,175
  • RANK 80th
  • PHOTO Other
  • IND near Trinity Christian College Tax Deferred Annuity and Contribution Plan
  • EOY ind #14028

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 Community 403(b) Retirement Plan in the asset neighbourhood

The Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$36MLimestone University Retirement PlanLimestone University Retirem…$36MSt. Ann's Community 403(b) Retirement PlanSt. Ann's Community 403(b) R…$36MTrinity Christian College Tax Deferred Annuity and Contribution PlanTrinity Christian College Ta…$36MAtlanta Speech School, Inc. Retirement PlanAtlanta Speech School, Inc. …$36M
End-of-year total assets ($M) among St. Ann's Community 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN160743146
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anns Home for the Aged)

Sponsor-wide plan assets over time

All St. Anns 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 Other Plans in New York

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

St. Ann's Community 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants St. Ann's Community 403(b) Retirement Plan, Total assets ($B): 0.035967538 · Participants: 1175St. Ann's Community 403(b) Retirement 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
St. Ann's Community 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

St. Ann's Community 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Trinity Christian College Tax Deferred Annuity and Contribution Plan in IL ($36M); by covered participants it is Oaks Integrated Care, Inc. 403(b) Savings Plan in NJ (1,175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,175 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 Community 403(b) Retirement Plan assets move in 2024?
St. Ann's Community 403(b) Retirement Plan grew at a solid clip - up 11.6% during 2024, from $32M to $36M. Reported net income was $4M.
How have St. Anns Home for the Aged plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Anns Home for the Aged's sponsor-wide assets declined 7.0%, from $80M to $74M.
Where does St. Ann's Community 403(b) Retirement Plan rank by assets among Form 5500 filers?
St. Ann's Community 403(b) Retirement Plan ranks in the 80th 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 Other plans are similar in size to St. Ann's Community 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Trinity Christian College Tax Deferred Annuity and Contribution Plan in IL ($36M, 126 participants).
Which Other plans cover a similar participant headcount to St. Ann's Community 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Oaks Integrated Care, Inc. 403(b) Savings Plan in NJ (1,175 participants, $47M in assets).