ESOP · DOL Form 5500 · 2022

Sacred Wind Enterprises, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
43
Participants Small participant base
57th
Percentile by assets National rank
$159,490
Avg per participant Above avg balance/head
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Official DOL plan name: Sacred Wind Employee Stock Ownership Plan · Sponsored by Sacred Wind Enterprises, Inc. · New Mexico · Information & Media

$7M in assets, 43 participants

Sacred Wind Enterprises, Inc.'s Sacred Wind Employee Stock Ownership Plan reported $7M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,252 in Information & Media (2,911 peers)

Sacred Wind Enterprises, Inc. multi-year trail

Sacred Wind Enterprises, Inc.'s plans moved -85.1% in assets from 2022 to 2024; this filing shows Sacred Wind Employee Stock Ownership Plan at $7M / 43 participants.

#1,252
in Information & Media (2,911 peers)
+6.5%
assets growth YoY

Sacred Wind Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Sacred Wind Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,858,054 Top 43% higher than 57% of 139,123 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 2022

Sacred Wind Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sacred Wind Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 201387164 · Sacred Wind Enterprises, Inc. PY 2022 · ESOP

Sacred Wind Employee Stock Ownership Plan · $7M · 43 · 57th

  • PHOTO $7M
  • IND 43
  • EOY 57th
  • 5500 ESOP
  • ASSETS near First Rate Excavate Inc. Employee Stock Ownership Plan
  • PCT ind #1252

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 What is an ESOP? → · Plans in New Mexico →

Sacred Wind Employee Stock Ownership Plan in the asset neighbourhood

Ignite Fueling Innovation Employee Stock Ownership PlanIgnite Fueling Innovation Em…$7MMve Group, Inc. Employee Stock Ownership PlanMve Group, Inc. Employee Sto…$7MSacred Wind Employee Stock Ownership PlanSacred Wind Employee Stock O…$7MFirst Rate Excavate Inc. Employee Stock Ownership PlanFirst Rate Excavate Inc. Emp…$7MWilson-Mcshane Corporation Employee Stock Ownership PlanWilson-Mcshane Corporation E…$7M
End-of-year total assets ($M) among Sacred Wind Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sacred Wind Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sacred Wind Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 85.08877299595483% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.86M $1.02M ▼ -85.1%
Year Plans Participants Total Assets
2022 1 43 $7M
2023 1 43 $1M
2024 2 78 $1M

Sacred Wind Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$434K
Employer EIN201387164
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Sacred Wind Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Sacred Wind Employee Stock Ownership Plan, Total assets ($M): 6.858054 · Participants: 43Sacred Wind Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 462.103687 · Participants: 1640Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 43.6561 · Participants: 131Ppic Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 22.609578 · Participants: 96Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.165201 · Participants: 16Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanMiller Engineers, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.155084 · Participants: 241Miller Engineers, Inc. Employee Stock Ownership Plan
Sacred Wind Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Sacred Wind Employee Stock Ownership Plan side-by-side with 3 peers →

Sacred Wind Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is First Rate Excavate Inc. Employee Stock Ownership Plan in SD ($7M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sacred Wind Employee Stock Ownership Plan assets move in 2022? ▼
Sacred Wind Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2022, from $6M to $7M. Reported net income was $434K.
How have Sacred Wind Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sacred Wind Enterprises, Inc.'s sponsor-wide assets declined 85.1%, from $7M to $1M.
Which ESOP plans are similar in size to Sacred Wind Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Rate Excavate Inc. Employee Stock Ownership Plan in SD ($7M, 87 participants).
Which ESOP plans cover a similar participant headcount to Sacred Wind Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (43 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201387164.

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.