Other · DOL Form 5500 · 2024

St. Anne's Episcopal School, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
88
Participants Small participant base
71st
Percentile by assets National rank
$241,650
Avg per participant Above avg balance/head
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Official DOL plan name: St. Anne's Episcopal School Defined Contribution Retirement Plan · Sponsored by St. Anne's Episcopal School, Inc. · Colorado · Educational Services

$21M in assets, 88 participants

St. Anne's Episcopal School, Inc.'s St. Anne's Episcopal School Defined Contribution Retirement Plan reported $21M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,976 in Educational Services (3,638 peers)

What the 2024 filing shows

St. Anne's Episcopal School Defined Contribution Retirement Plan holds $21M for 88 participants - about $241,650 per participant, above the median plan by assets.

#1,976
in Educational Services (3,638 peers)
+1.6%
assets growth YoY

St. Anne's Episcopal School Defined Contribution Retirement Plan's outsized position by total assets

St. Anne's Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,265,169 Top 29% higher than 71% 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

St. Anne's Episcopal School Defined Contribution Retirement Plan among smaller 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 Episcopal School Defined Contribution Retirement Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Anne's Episcopal School Defined Contribution Retirement Plan reported net income fell from $562K in the plan year 2023 filing to $331K in the plan year 2024 filing.
  • St. Anne's Episcopal School Defined Contribution Retirement Plan reported participants fell from 97 in the plan year 2023 filing to 88 in the plan year 2024 filing.
  • St. Anne's Episcopal School Defined Contribution Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 846049400 · St. Anne's Episcopal School, Inc. PY 2024 · Other

St. Anne's Episcopal School Defined Contribution Retirement Plan · $21M · 88 · 71st

  • BOY $21M
  • SCH 88
  • EBSA 71st
  • PART Other
  • TYPE near The Roeper School Savings and Match Plan
  • NET ind #1976

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 Colorado →

St. Anne's Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood

United States Energy Foundation 403(b) Retirement PlanUnited States Energy Foundat…$21MHarbor 403(b) Plan$21MSt. Anne's Episcopal School Defined Contribution Retirement PlanSt. Anne's Episcopal School …$21MThe Roeper School Savings and Match PlanThe Roeper School Savings an…$21MPlanned Parenthood 403(b) PlanPlanned Parenthood 403(b) Pl…$21M
End-of-year total assets ($M) among St. Anne's Episcopal School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$331K
Employer EIN846049400
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Anne's Episcopal School, Inc.)

Sponsor-wide plan assets over time

All St. Anne's Episcopal School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 4.384107490085552% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M 202220232024 $20.4M $21.3M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 76 $20M
2023 1 97 $21M
2024 1 88 $21M

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

St. Anne's Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants St. Anne's Episcopal School Defined Contribution Retirement Plan, Total assets ($B): 0.021265169 · Participants: 88St. Anne's Episcopal School Defined Contribution Retirement PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
St. Anne's Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare St. Anne's Episcopal School Defined Contribution Retirement Plan side-by-side with 3 peers →

St. Anne's Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is The Roeper School Savings and Match Plan in MI ($21M); by covered participants it is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 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.

Frequently Asked Questions

How did St. Anne's Episcopal School Defined Contribution Retirement Plan assets move in 2024? ▼
St. Anne's Episcopal School Defined Contribution Retirement Plan edged up modestly - up 1.6% during 2024, from $21M to $21M. Reported net income was $331K.
How have St. Anne's Episcopal School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Anne's Episcopal School, Inc.'s sponsor-wide assets grew 4.4%, from $20M to $21M.
Which Other plans are similar in size to St. Anne's Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Roeper School Savings and Match Plan in MI ($21M, 106 participants).
Which Other plans cover a similar participant headcount to St. Anne's Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (88 participants, $20M in assets).

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 846049400.

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.