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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2023→2024 release diff →

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

Anna Maria College DC Retirement PlanAnna Maria College DC Retire…$24MNorthern Counties Health Care Retirement PlanNorthern Counties Health Car…$24M403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services403(b) Thrift Plan for Emplo…$23MThe Lexington School Retirement PlanThe Lexington School Retirem…$23MLife Enriching Communities 403b PlanLife Enriching Communities 4…$23M
End-of-year total assets ($M) among Anna Maria College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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)

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
$18M$20M$22M$24M 202220232024 $19.3M $23.5M ▲ +21.9%
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 ($B) Participants Anna Maria College DC Retirement Plan, Total assets ($B): 0.023512706 · Participants: 177Anna Maria College DC Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Anna Maria College DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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.

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 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).
Which Other plans cover a similar participant headcount to Anna Maria College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kentucky Country Day School 403(b) DC Plan in KY (177 participants, $47M in assets).