Other · DOL Form 5500 · 2024

Sisters of Saint Ann Dba Anna Maria College Retirement Plan

Data updated 2026-08-11

$24M
Total assets
177
Participants
73rd
Percentile by assets
$132,840
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
177
covered participants
73rd
percentile by assets (of 123,622 plans)
$132,840
avg assets per participant

Where Anna Maria College DC Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Anna Maria College DC Retirement Plan reports 177 participants - about 27% of that state average ($24M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN042002060
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sisters of Saint Ann Dba Anna Maria College)

$18M$20M$22M$24M 202220232024 $19.3M $23.5M ▲ +21.9%
Total plan assets by year, all Sisters of Saint Ann Dba Anna Maria College plans on file
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.

Anna Maria College DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Anna Maria College D…, Total assets ($B): 0.023512706 · Participants: 177Anna Maria College D…Harvard University T…, Total assets ($B): 4.299350229 · Participants: 24395Harvard University T…Beth Israel Lahey 40…, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 40…Boston University Re…, Total assets ($B): 2.976139 · Participants: 8173Boston University Re…Northeastern Univers…, Total assets ($B): 2.641546036 · Participants: 8900Northeastern Univers…Boston University Su…, Total assets ($B): 1.735973854 · Participants: 12869Boston University Su…
Anna Maria College DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Anna Maria College DC Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Anna Maria College DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Anna Maria College DC Retirement Plan assets move in 2024? ▼
Anna Maria College DC Retirement Plan grew at a solid clip - up 10.7% during 2024, from $21M to $24M. Reported net income was $2M.
How have Sisters of Saint Ann Dba Anna Maria College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sisters of Saint Ann Dba Anna Maria College's sponsor-wide assets grew 21.9%, from $19M to $24M.
Which Other plans are similar in size to Anna Maria College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northern Counties Health Care Retirement Plan in VT ($24M, 338 participants).

Next read for Anna Maria College DC Retirement Plan

Filing takeaways

Ways to act on Anna Maria College DC Retirement Plan's numbers.

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 042002060.

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.