401(k) · DOL Form 5500 · 2024

St Anne's Retirement Community, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
207
Participants Below avg headcount
57th
Percentile by assets National rank
$51,161
Avg per participant Low balance/head
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Official DOL plan name: St. Anne's Retirement Community, Inc. 401(k) Plan · Sponsored by St Anne's Retirement Community, Inc · Pennsylvania · Healthcare & Social Assistance

$11M in assets, 207 participants

St Anne's Retirement Community, Inc's St. Anne's Retirement Community, Inc. 401(k) Plan reported $11M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,558 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

St. Anne's Retirement Community, Inc. 401(k) Plan covers 207 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#10,558
in Healthcare & Social Assistance (16,916 peers)
+8.7%
assets growth YoY

St. Anne's Retirement Community, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Anne's Retirement Community, Inc. 401(k) Plan vs every filed plan by assets

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

$10,590,258 Top 43% higher than 57% 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. Anne's Retirement Community, Inc. 401(k) 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. Anne's Retirement Community, Inc. 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Anne's Retirement Community, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $846K in the plan year 2024 filing.
  • St. Anne's Retirement Community, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • St. Anne's Retirement Community, Inc. 401(k) Plan reported participants fell from 216 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231500399 · St Anne's Retirement Community, Inc PY 2024 · 401(k)

St. Anne's Retirement Community, Inc. 401(k) Plan · $11M · 207 · 57th

  • ASSETS $11M
  • ASSETS 207
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Haltec Corporation 401(k) Profit Sharing Plan
  • ASSETS ind #10558

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 Pennsylvania →

St. Anne's Retirement Community, Inc. 401(k) Plan in the asset neighbourhood

St. Anne's Retirement Community, Inc. 401(k) PlanSt. Anne's Retirement Commun…$11MHaltec Corporation 401(k) Profit Sharing PlanHaltec Corporation 401(k) Pr…$11MHealthcare Support Staffing, LLC 401(k) Profit Sharing Plan and TrustHealthcare Support Staffing,…$11MLake County Tribal Health Cons 401(k) Profit Sharing Plan & TrustLake County Tribal Health Co…$11MB & K Transportation, Inc. Employee Retirement and Savings PlanB & K Transportation, Inc. E…$11M
End-of-year total assets ($M) among St. Anne's Retirement Community, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$846K
Employer EIN231500399
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Anne's Retirement Community, Inc)

Sponsor-wide plan assets over time

All St Anne's Retirement Community, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.288743694312533% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.32M $10.6M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 217 $8M
2023 1 216 $10M
2024 1 207 $11M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Anne's Retirement Community, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants St. Anne's Retirement Community, Inc. 401(k) Plan, Total assets ($B): 0.010590258 · Participants: 207St. Anne's Retirement Community, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
St. Anne's Retirement Community, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare St. Anne's Retirement Community, Inc. 401(k) Plan side-by-side with 3 peers →

St. Anne's Retirement Community, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Haltec Corporation 401(k) Profit Sharing Plan in OH ($11M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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. Anne's Retirement Community, Inc. 401(k) Plan assets move in 2024? ▼
St. Anne's Retirement Community, Inc. 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $10M to $11M. Reported net income was $846K.
How have St Anne's Retirement Community, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Anne's Retirement Community, Inc's sponsor-wide assets grew 27.3%, from $8M to $11M.
Which 401(k) plans are similar in size to St. Anne's Retirement Community, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haltec Corporation 401(k) Profit Sharing Plan in OH ($11M, 196 participants).
Which 401(k) plans cover a similar participant headcount to St. Anne's Retirement Community, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 participants, N/A 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 231500399.

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.