Profit Sharing · DOL Form 5500 · 2024

St. Anne's School of Annapolis Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
71
Participants Small participant base
34th
Percentile by assets National rank
$40,660
Avg per participant Low balance/head
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Official DOL plan name: St. Anne's School of Annapolis 403(b) Retirement Plan · Sponsored by St. Anne's School of Annapolis · Maryland · Educational Services

$3M in assets, 71 participants

St. Anne's School of Annapolis's St. Anne's School of Annapolis 403(b) Retirement Plan reported $3M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

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

St. Anne's School of Annapolis multi-year trail

St. Anne's School of Annapolis's plans moved +19.1% in assets from 2022 to 2024; this filing shows St. Anne's School of Annapolis 403(b) Retirement Plan at $3M / 71 participants.

#764
in Educational Services (3,638 peers)
+22.2%
assets growth YoY

St. Anne's School of Annapolis 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

St. Anne's School of Annapolis 403(b) Retirement Plan vs every filed plan by assets

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

$2,886,846 34th percentile higher than 34% 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 School of Annapolis 403(b) Retirement Plan among smaller 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 School of Annapolis 403(b) Retirement Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Anne's School of Annapolis 403(b) Retirement Plan reported net income rose from -$62K in the plan year 2023 filing to $525K in the plan year 2024 filing.
  • St. Anne's School of Annapolis 403(b) Retirement Plan reported participants rose from 57 in the plan year 2023 filing to 71 in the plan year 2024 filing.
  • St. Anne's School of Annapolis 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521186325 · St. Anne's School of Annapolis PY 2024 · Profit Sharing

St. Anne's School of Annapolis 403(b) Retirement Plan · $3M · 71 · 34th

  • RANK $3M
  • RANK 71
  • RANK 34th
  • RANK Profit Sharing
  • RANK near Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan
  • RANK ind #764

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 Maryland →

St. Anne's School of Annapolis 403(b) Retirement Plan in the asset neighbourhood

St. Anne's School of Annapolis 403(b) Retirement PlanSt. Anne's School of Annapol…$3MMark E. Anderson, M.D., a Professional Corporation Profit Sharing PlanMark E. Anderson, M.D., a Pr…$3MRobert F Siegert Md Ltd Profit Sharing PlanRobert F Siegert Md Ltd Prof…$3MMinnesota Council of Nonprofits, Inc. 403(b) PlanMinnesota Council of Nonprof…$3MBarnhart-Davis Company Profit Sharing PlanBarnhart-Davis Company Profi…$3M
End-of-year total assets ($M) among St. Anne's School of Annapolis 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

St. Anne's School of Annapolis multi-year asset trail

Sponsor-wide plan assets over time

All St. Anne's School of Annapolis plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.10811443075703% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.42M $2.89M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 80 $2M
2023 1 57 $2M
2024 1 71 $3M

St. Anne's School of Annapolis filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$525K
Employer EIN521186325
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

St. Anne's School of Annapolis 403(b) Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants St. Anne's School of Annapolis 403(b) Retirement Plan, Total assets ($B): 0.002886846 · Participants: 71St. Anne's School of Annapolis 403(b) Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 3.329766186 · Participants: 28393Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.965106048 · Participants: 2745Nfl Player Annuity ProgramUniversity of Maryland Medical System 403(b) Retirement Savings Plan, Total assets ($B): 0.730469763 · Participants: 19560University of Maryland Medical System 403(b) Retirement Savings PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.706794055 · Participants: 2693Nfl Player Capital Accumulation PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.64371577 · Participants: 10721International Painters and Allied Trades Industry Annuity Plan
St. Anne's School of Annapolis 403(b) Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants

St. Anne's School of Annapolis 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan in CA ($3M); by covered participants it is C & C Jewelry Mfg. Inc. Profit Sharing Plan in CA (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 School of Annapolis 403(b) Retirement Plan assets move in 2024?
St. Anne's School of Annapolis 403(b) Retirement Plan grew sharply - up 22.2% during 2024, from $2M to $3M. Reported net income was $525K.
How have St. Anne's School of Annapolis plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Anne's School of Annapolis's sponsor-wide assets grew 19.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to St. Anne's School of Annapolis 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan in CA ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to St. Anne's School of Annapolis 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is C & C Jewelry Mfg. Inc. Profit Sharing Plan in CA (71 participants, $3M in assets).