St Anne Institute
Plan context: St. Anne Institute 403(B) Plan
EIN 14-1340098 • Albany, NY • 67 filings • 16 plans
Current Snapshot
Latest Year
2024
2024 Participants
128
2024 Assets
$5,620,257
2024 Contributions
$682,591
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 128 | $0 | $0 | - |
| Welfare | - | 81 | - | - | - |
| St. Anne Institute Welfare Benefits Plan | - | 128 | - | - | - |
| 2023 | 3 | 288 | $5,620,257 | $682,591 | $2,370iApproximate average salary by contribution assumption: employee only about $59,253 at 4% or $39,502 at 6%; with 50% employer match about $39,502 at 4% or $26,335 at 6%; with 100% employer match about $29,626 at 4% or $19,751 at 6%. |
| St. Anne Institute 403(B) Plan | - | 288 | $5,620,257 | $682,591 | $2,370iApproximate average salary by contribution assumption: employee only about $59,253 at 4% or $39,502 at 6%; with 50% employer match about $39,502 at 4% or $26,335 at 6%; with 100% employer match about $29,626 at 4% or $19,751 at 6%. |
| St. Anne Institute Welfare Benefits Plan | - | 146 | - | - | - |
| Welfare | - | 91 | - | - | - |
| 2022 | 3 | 265 | $4,547,016 | $367,607 | $1,387iApproximate average salary by contribution assumption: employee only about $34,680 at 4% or $23,120 at 6%; with 50% employer match about $23,120 at 4% or $15,413 at 6%; with 100% employer match about $17,340 at 4% or $11,560 at 6%. |
| St. Anne Institute 403(B) Plan | - | 265 | $4,547,016 | $367,607 | $1,387iApproximate average salary by contribution assumption: employee only about $34,680 at 4% or $23,120 at 6%; with 50% employer match about $23,120 at 4% or $15,413 at 6%; with 100% employer match about $17,340 at 4% or $11,560 at 6%. |
| Welfare | - | 118 | - | - | - |
| St. Anne Institute Welfare Benefits Plan | - | 167 | - | - | - |
| 2021 | 3 | 231 | $4,180,588 | $397,514 | $1,721iApproximate average salary by contribution assumption: employee only about $43,021 at 4% or $28,681 at 6%; with 50% employer match about $28,681 at 4% or $19,120 at 6%; with 100% employer match about $21,510 at 4% or $14,340 at 6%. |
| St. Anne Institute 403(B) Plan | - | 231 | $4,180,588 | $397,514 | $1,721iApproximate average salary by contribution assumption: employee only about $43,021 at 4% or $28,681 at 6%; with 50% employer match about $28,681 at 4% or $19,120 at 6%; with 100% employer match about $21,510 at 4% or $14,340 at 6%. |
| Welfare | - | 109 | - | - | - |
| St. Anne Institute Welfare Benefits Plan | - | 162 | - | - | - |
| 2020 | 3 | 241 | $5,062,068 | $400,612 | $1,662iApproximate average salary by contribution assumption: employee only about $41,557 at 4% or $27,705 at 6%; with 50% employer match about $27,705 at 4% or $18,470 at 6%; with 100% employer match about $20,779 at 4% or $13,852 at 6%. |
| St. Anne Institute 403(B) Plan | - | 241 | $5,062,068 | $400,612 | $1,662iApproximate average salary by contribution assumption: employee only about $41,557 at 4% or $27,705 at 6%; with 50% employer match about $27,705 at 4% or $18,470 at 6%; with 100% employer match about $20,779 at 4% or $13,852 at 6%. |
| Welfare | - | 158 | - | - | - |
| St. Anne Institute Welfare Benefits Plan | - | 201 | - | - | - |
| 2019 | 3 | 296 | $4,163,973 | $398,289 | $1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%. |
| St. Anne Institute 403(B) Plan | - | 296 | $4,163,973 | $398,289 | $1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%. |
| Welfare | - | 166 | - | - | - |
| St. Anne Institute Welfare Benefits Plan | - | 234 | - | - | - |
| 2018 | 3 | 328 | $3,957,878 | $333,965 | $1,018iApproximate average salary by contribution assumption: employee only about $25,455 at 4% or $16,970 at 6%; with 50% employer match about $16,970 at 4% or $11,313 at 6%; with 100% employer match about $12,727 at 4% or $8,485 at 6%. |
| St. Anne Institute 403(B) Plan | - | 328 | $3,957,878 | $333,965 | $1,018iApproximate average salary by contribution assumption: employee only about $25,455 at 4% or $16,970 at 6%; with 50% employer match about $16,970 at 4% or $11,313 at 6%; with 100% employer match about $12,727 at 4% or $8,485 at 6%. |
| St. Anne Institute Welfare Benefits Plan | - | 206 | - | - | - |
| Welfare | - | 165 | - | - | - |
| 2017 | 2 | 330 | $3,950,916 | $271,528 | $823iApproximate average salary by contribution assumption: employee only about $20,570 at 4% or $13,714 at 6%; with 50% employer match about $13,714 at 4% or $9,142 at 6%; with 100% employer match about $10,285 at 4% or $6,857 at 6%. |
| St. Anne Institute 403(B) Plan | - | 330 | $3,950,916 | $271,528 | $823iApproximate average salary by contribution assumption: employee only about $20,570 at 4% or $13,714 at 6%; with 50% employer match about $13,714 at 4% or $9,142 at 6%; with 100% employer match about $10,285 at 4% or $6,857 at 6%. |
| St. Anne Institute Welfare Benefits Plan | - | 170 | - | - | - |
| 2016 | 2 | 300 | $3,679,583 | $228,541 | $762iApproximate average salary by contribution assumption: employee only about $19,045 at 4% or $12,697 at 6%; with 50% employer match about $12,697 at 4% or $8,464 at 6%; with 100% employer match about $9,523 at 4% or $6,348 at 6%. |
| St. Anne Institute 403(B) Plan | - | 300 | $3,679,583 | $228,541 | $762iApproximate average salary by contribution assumption: employee only about $19,045 at 4% or $12,697 at 6%; with 50% employer match about $12,697 at 4% or $8,464 at 6%; with 100% employer match about $9,523 at 4% or $6,348 at 6%. |
| Welfare | - | 275 | - | - | - |
| 2015 | 2 | 291 | $3,192,304 | $176,833 | $608iApproximate average salary by contribution assumption: employee only about $15,192 at 4% or $10,128 at 6%; with 50% employer match about $10,128 at 4% or $6,752 at 6%; with 100% employer match about $7,596 at 4% or $5,064 at 6%. |
| St. Anne Institute 403(B) Plan | - | 291 | $3,192,304 | $176,833 | $608iApproximate average salary by contribution assumption: employee only about $15,192 at 4% or $10,128 at 6%; with 50% employer match about $10,128 at 4% or $6,752 at 6%; with 100% employer match about $7,596 at 4% or $5,064 at 6%. |
| Welfare | - | 264 | - | - | - |
| 2014 | 2 | 277 | $3,363,920 | $231,940 | $837iApproximate average salary by contribution assumption: employee only about $20,933 at 4% or $13,955 at 6%; with 50% employer match about $13,955 at 4% or $9,304 at 6%; with 100% employer match about $10,467 at 4% or $6,978 at 6%. |
| St. Anne Institute 403(B) Plan | - | 268 | $3,363,920 | $231,940 | $865iApproximate average salary by contribution assumption: employee only about $21,636 at 4% or $14,424 at 6%; with 50% employer match about $14,424 at 4% or $9,616 at 6%; with 100% employer match about $10,818 at 4% or $7,212 at 6%. |
| Welfare | - | 277 | - | - | - |
| 2013 | 2 | 320 | $3,906,642 | $261,741 | $818iApproximate average salary by contribution assumption: employee only about $20,449 at 4% or $13,632 at 6%; with 50% employer match about $13,632 at 4% or $9,088 at 6%; with 100% employer match about $10,224 at 4% or $6,816 at 6%. |
| St. Anne Institute 403(B) Plan | - | 320 | $3,906,642 | $261,741 | $818iApproximate average salary by contribution assumption: employee only about $20,449 at 4% or $13,632 at 6%; with 50% employer match about $13,632 at 4% or $9,088 at 6%; with 100% employer match about $10,224 at 4% or $6,816 at 6%. |
| Welfare | - | 292 | - | - | - |
| 2012 | 2 | 353 | $3,379,490 | $313,663 | $889iApproximate average salary by contribution assumption: employee only about $22,214 at 4% or $14,809 at 6%; with 50% employer match about $14,809 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%. |
| St. Anne Institute 403(B) Plan | - | 353 | $3,379,490 | $313,663 | $889iApproximate average salary by contribution assumption: employee only about $22,214 at 4% or $14,809 at 6%; with 50% employer match about $14,809 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%. |
| Welfare | - | 323 | - | - | - |
| 2011 | 2 | 451 | $3,546,319 | $420,213 | $932iApproximate average salary by contribution assumption: employee only about $23,293 at 4% or $15,529 at 6%; with 50% employer match about $15,529 at 4% or $10,353 at 6%; with 100% employer match about $11,647 at 4% or $7,764 at 6%. |
| St. Anne Institute 403(B) Plan | - | 354 | $3,546,319 | $420,213 | $1,187iApproximate average salary by contribution assumption: employee only about $29,676 at 4% or $19,784 at 6%; with 50% employer match about $19,784 at 4% or $13,189 at 6%; with 100% employer match about $14,838 at 4% or $9,892 at 6%. |
| Welfare | - | 451 | - | - | - |
| 2010 | 2 | 382 | $3,620,581 | $760,066 | $1,990iApproximate average salary by contribution assumption: employee only about $49,743 at 4% or $33,162 at 6%; with 50% employer match about $33,162 at 4% or $22,108 at 6%; with 100% employer match about $24,871 at 4% or $16,581 at 6%. |
| St. Anne Institute 403(B) Plan | - | 382 | $3,620,581 | $760,066 | $1,990iApproximate average salary by contribution assumption: employee only about $49,743 at 4% or $33,162 at 6%; with 50% employer match about $33,162 at 4% or $22,108 at 6%; with 100% employer match about $24,871 at 4% or $16,581 at 6%. |
| Welfare | - | 284 | - | - | - |
| 2009 | 4 | 371 | $3,066,028 | $2,819,664 | $7,600iApproximate average salary by contribution assumption: employee only about $190,004 at 4% or $126,670 at 6%; with 50% employer match about $126,670 at 4% or $84,446 at 6%; with 100% employer match about $95,002 at 4% or $63,335 at 6%. |
| St. Anne Institute 403(B) Plan | - | 371 | $2,820,409 | $2,588,567 | $6,977iApproximate average salary by contribution assumption: employee only about $174,432 at 4% or $116,288 at 6%; with 50% employer match about $116,288 at 4% or $77,525 at 6%; with 100% employer match about $87,216 at 4% or $58,144 at 6%. |
| St. Anne Institute 403(B) Plan | - | 370 | $245,619 | $231,097 | $625iApproximate average salary by contribution assumption: employee only about $15,615 at 4% or $10,410 at 6%; with 50% employer match about $10,410 at 4% or $6,940 at 6%; with 100% employer match about $7,807 at 4% or $5,205 at 6%. |
| Welfare | - | 296 | - | - | - |
| St. Anne Institute Retirement Plan and Trust | - | 0 | - | - | - |
| 2008 | 2 | 332 | $3,025,076 | $349,096 | $1,051iApproximate average salary by contribution assumption: employee only about $26,287 at 4% or $17,525 at 6%; with 50% employer match about $17,525 at 4% or $11,683 at 6%; with 100% employer match about $13,144 at 4% or $8,762 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 318 | $3,025,076 | $349,096 | $1,098iApproximate average salary by contribution assumption: employee only about $27,445 at 4% or $18,296 at 6%; with 50% employer match about $18,296 at 4% or $12,198 at 6%; with 100% employer match about $13,722 at 4% or $9,148 at 6%. |
| Welfare | - | 332 | - | - | - |
| 2007 | 2 | 346 | $3,526,378 | $387,695 | $1,121iApproximate average salary by contribution assumption: employee only about $28,013 at 4% or $18,675 at 6%; with 50% employer match about $18,675 at 4% or $12,450 at 6%; with 100% employer match about $14,006 at 4% or $9,338 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 279 | $3,526,378 | $387,695 | $1,390iApproximate average salary by contribution assumption: employee only about $34,740 at 4% or $23,160 at 6%; with 50% employer match about $23,160 at 4% or $15,440 at 6%; with 100% employer match about $17,370 at 4% or $11,580 at 6%. |
| Welfare | - | 346 | - | - | - |
| 2006 | 2 | 272 | $3,586,129 | $641,755 | $2,359iApproximate average salary by contribution assumption: employee only about $58,985 at 4% or $39,323 at 6%; with 50% employer match about $39,323 at 4% or $26,215 at 6%; with 100% employer match about $29,492 at 4% or $19,662 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 253 | $3,586,129 | $641,755 | $2,537iApproximate average salary by contribution assumption: employee only about $63,415 at 4% or $42,276 at 6%; with 50% employer match about $42,276 at 4% or $28,184 at 6%; with 100% employer match about $31,707 at 4% or $21,138 at 6%. |
| Welfare | - | 272 | - | - | - |
| 2005 | 3 | 263 | $2,787,892 | $336,100 | $1,278iApproximate average salary by contribution assumption: employee only about $31,949 at 4% or $21,299 at 6%; with 50% employer match about $21,299 at 4% or $14,199 at 6%; with 100% employer match about $15,974 at 4% or $10,650 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 239 | $2,787,892 | $336,100 | $1,406iApproximate average salary by contribution assumption: employee only about $35,157 at 4% or $23,438 at 6%; with 50% employer match about $23,438 at 4% or $15,625 at 6%; with 100% employer match about $17,578 at 4% or $11,719 at 6%. |
| Welfare | - | 245 | - | - | - |
| First Welfare Unum Life Insurance Company Provident/Unum Companies | - | 263 | - | - | - |
| 2004 | 3 | 270 | $2,422,848 | $275,942 | $1,022iApproximate average salary by contribution assumption: employee only about $25,550 at 4% or $17,033 at 6%; with 50% employer match about $17,033 at 4% or $11,356 at 6%; with 100% employer match about $12,775 at 4% or $8,517 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 254 | $2,422,848 | $275,942 | $1,086iApproximate average salary by contribution assumption: employee only about $27,160 at 4% or $18,106 at 6%; with 50% employer match about $18,106 at 4% or $12,071 at 6%; with 100% employer match about $13,580 at 4% or $9,053 at 6%. |
| First Welfare Unum Life Insurance Company Provident/Unum Companies | - | 270 | - | - | - |
| Welfare | - | 269 | - | - | - |
| 2003 | 3 | 279 | $2,193,347 | $281,907 | $1,010iApproximate average salary by contribution assumption: employee only about $25,260 at 4% or $16,840 at 6%; with 50% employer match about $16,840 at 4% or $11,227 at 6%; with 100% employer match about $12,630 at 4% or $8,420 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 269 | $2,193,347 | $281,907 | $1,048iApproximate average salary by contribution assumption: employee only about $26,200 at 4% or $17,466 at 6%; with 50% employer match about $17,466 at 4% or $11,644 at 6%; with 100% employer match about $13,100 at 4% or $8,733 at 6%. |
| Welfare | - | 255 | - | - | - |
| First Welfare Unum Life Insurance Company Provident/Unum Companies | - | 279 | - | - | - |
| 2002 | 3 | 287 | $1,841,991 | $287,693 | $1,002iApproximate average salary by contribution assumption: employee only about $25,060 at 4% or $16,707 at 6%; with 50% employer match about $16,707 at 4% or $11,138 at 6%; with 100% employer match about $12,530 at 4% or $8,353 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 247 | $1,841,991 | $287,693 | $1,165iApproximate average salary by contribution assumption: employee only about $29,119 at 4% or $19,412 at 6%; with 50% employer match about $19,412 at 4% or $12,942 at 6%; with 100% employer match about $14,559 at 4% or $9,706 at 6%. |
| First Welfare Unum Life Insurance Company Provident/Unum Companies | - | 287 | - | - | - |
| Welfare | - | 266 | - | - | - |
| 2001 | 3 | 265 | $1,539,064 | $271,850 | $1,026iApproximate average salary by contribution assumption: employee only about $25,646 at 4% or $17,097 at 6%; with 50% employer match about $17,097 at 4% or $11,398 at 6%; with 100% employer match about $12,823 at 4% or $8,549 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 247 | $1,539,064 | $271,850 | $1,101iApproximate average salary by contribution assumption: employee only about $27,515 at 4% or $18,343 at 6%; with 50% employer match about $18,343 at 4% or $12,229 at 6%; with 100% employer match about $13,758 at 4% or $9,172 at 6%. |
| First Welfare Unum Life Insurance Company Provident/Unum Companies | - | 265 | - | - | - |
| Welfare | - | 239 | - | - | - |
| 2000 | 3 | 254 | $0 | $0 | - |
| First Welfare Unum Life Insurance Company Provident/Unum Companies | - | 254 | - | - | - |
| Welfare | - | 254 | - | - | - |
| St. Anne Institute Retirement Plan and Trust | - | 246 | - | - | - |
| 1999 | 3 | 254 | $1,768,115 | $248,200 | $977iApproximate average salary by contribution assumption: employee only about $24,429 at 4% or $16,286 at 6%; with 50% employer match about $16,286 at 4% or $10,857 at 6%; with 100% employer match about $12,215 at 4% or $8,143 at 6%. |
| St. Anne Institute Retirement Plan and Trust | - | 233 | $1,768,115 | $248,200 | $1,065iApproximate average salary by contribution assumption: employee only about $26,631 at 4% or $17,754 at 6%; with 50% employer match about $17,754 at 4% or $11,836 at 6%; with 100% employer match about $13,315 at 4% or $8,877 at 6%. |
| First Welfare Unum Life Insurance Company Provident/Unum Companies | - | 254 | - | - | - |
| Welfare | - | 248 | - | - | - |