Other · DOL Form 5500 · 2024
St. Anne's Belfield, Inc. Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 272
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $172,946
- Avg per participant Above avg balance/head
Official DOL plan name: St. Anne's Belfield, Inc. 403(b) Retirement Plan · Sponsored by St. Anne's Belfield, Inc. · Virginia · Educational Services
$47M in assets, 272 participants
St. Anne's Belfield, Inc.'s St. Anne's Belfield, Inc. 403(b) Retirement Plan reported $47M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,577 in Educational Services (3,638 peers)
Coverage in Virginia
St. Anne's Belfield, Inc. 403(b) Retirement Plan covers 272 participants in Virginia, about 35% of the average Virginia filer (state average ~782 per filing). Assets: $47M.
- #2,577
- in Educational Services (3,638 peers)
- +6.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
St. Anne's Belfield, Inc. 403(b) Retirement Plan's outsized position by total assets
St. Anne's Belfield, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,041,208 Top 17% higher than 83% of 123,620 filed plans
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 Belfield, Inc. 403(b) Retirement 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 Belfield, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (272 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Anne's Belfield, Inc. 403(b) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- St. Anne's Belfield, Inc. 403(b) Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- St. Anne's Belfield, Inc. 403(b) Retirement Plan reported participants rose from 267 in the plan year 2023 filing to 272 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540880465 · St. Anne's Belfield, Inc. PY 2024 · Other
St. Anne's Belfield, Inc. 403(b) Retirement Plan · $47M · 272 · 83rd
- EBSA $47M
- PART 272
- TYPE 83rd
- NET Other
- BOOK near Appalachian Mountain Club Retirement Plan
- VS-ST ind #2577
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 Virginia →
St. Anne's Belfield, Inc. 403(b) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $3M |
| Employer EIN | 540880465 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Anne's Belfield, Inc.)
Sponsor-wide plan assets over time
All St. Anne's Belfield, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 19.530223726678802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $39M |
| 2023 | 1 | 267 | $44M |
| 2024 | 1 | 272 | $47M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
St. Anne's Belfield, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Appalachian Mountain Club Retirement Plan in MA ($47M); by covered participants it is Colorado Springs Independence Center 403b Plan in CO (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Appalachian Mountain Club Retirement Plan (MA) $47M · 232
- Chc Retirement Savings Plan (WA) $47M · 617
- New America Foundation 403(b) DC Plan (DC) $47M · 156
- The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan (TX) $47M · 411
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- Colorado Springs Independence Center 403b Plan (CO) 272 · 0 off
- Accesshealth 403(b) Plan (TX) 272 · 0 off
- 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. (NY) 272 · 0 off
- Amberwell Health 403(b) Plan (KS) 272 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.