Other · DOL Form 5500 · 2024
St. Anne Institute Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $16,963
- Avg per participant Low balance/head
Official DOL plan name: St. Anne Institute 403(b) Plan · Sponsored by St. Anne Institute · New York · Other Services
$5M in assets, 288 participants
St. Anne Institute's St. Anne Institute 403(b) Plan reported $5M in total assets and 288 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,937 in Other Services (7,719 peers)
Coverage in New York
St. Anne Institute 403(b) Plan covers 288 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #4,937
- in Other Services (7,719 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $735K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Anne Institute 403(b) Plan's mid-pack asset rank among Other Services and all filers
St. Anne Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,885,280 42nd percentile higher than 42% 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 Institute 403(b) 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 Institute 403(b) Plan sits mid-pack in the medium band (288 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Anne Institute 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to -$735K in the plan year 2024 filing.
- St. Anne Institute 403(b) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- St. Anne Institute 403(b) Plan reported participants rose from 265 in the plan year 2023 filing to 288 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 141340098 · St. Anne Institute PY 2024 · Other
St. Anne Institute 403(b) Plan · $5M · 288 · 42nd
- 5500 $5M
- 5500 288
- 5500 42nd
- 5500 Other
- 5500 near C.C. Young Retirement Plan
- 5500 ind #4937
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 Other Services retirement plans → · Plans in New York →
St. Anne Institute 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$735K |
| Employer EIN | 141340098 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Anne Institute)
Sponsor-wide plan assets over time
All St. Anne Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 7.439252467992195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $5M |
| 2023 | 1 | 265 | $6M |
| 2024 | 1 | 288 | $5M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
St. Anne Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is C.C. Young Retirement Plan in TX ($5M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.
- Riverview School, Inc. 403(b) Retirement Plan (MA) 288 · 0 off
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) 288 · 0 off
- The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan (PA) 288 · 0 off
- Whites Residential and Family Services Tax Deferred Annuity Plan (IN) 288 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.