Other · DOL Form 5500 · 2024
Sisters of Saint Ann Dba Anna Maria College Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $132,840
- Avg per participant Near avg balance/head
Official DOL plan name: Anna Maria College DC Retirement Plan · Sponsored by Sisters of Saint Ann Dba Anna Maria College · Massachusetts · Educational Services
$24M in assets, 177 participants
Sisters of Saint Ann Dba Anna Maria College's Anna Maria College DC Retirement Plan reported $24M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,065 in Educational Services (3,638 peers)
Coverage in Massachusetts
Anna Maria College DC Retirement Plan covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.
- #2,065
- in Educational Services (3,638 peers)
- +10.7%
- assets growth YoY
Anna Maria College DC Retirement Plan's outsized position by total assets
Anna Maria College DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,512,706 Top 27% higher than 73% 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
Anna Maria College DC 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. Anna Maria College DC Retirement Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Anna Maria College DC Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Anna Maria College DC Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Anna Maria College DC Retirement Plan reported participants fell from 182 in the plan year 2023 filing to 177 in the plan year 2024 filing.
DOL schedule card
Filing strip 042002060 · Sisters of Saint Ann Dba Anna Maria College PY 2024 · Other
Anna Maria College DC Retirement Plan · $24M · 177 · 73rd
- PART $24M
- PART 177
- PART 73rd
- PART Other
- PART near Northern Counties Health Care Retirement Plan
- PART ind #2065
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 Massachusetts →
Anna Maria College DC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 042002060 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sisters of Saint Ann Dba Anna Maria College)
Sponsor-wide plan assets over time
All Sisters of Saint Ann Dba Anna Maria College plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 21.922515983700873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $19M |
| 2023 | 1 | 182 | $21M |
| 2024 | 1 | 177 | $24M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Anna Maria College DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northern Counties Health Care Retirement Plan in VT ($24M); by covered participants it is Kentucky Country Day School 403(b) DC Plan in KY (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (177 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.