Other · DOL Form 5500 · 2022

Sandia Preparatory School Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
91
Participants Small participant base
77th
Percentile by assets National rank
$220,482
Avg per participant Above avg balance/head
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Official DOL plan name: Sandia Preparatory School Defined Contribution Retirement Plan · Sponsored by Sandia Preparatory School · New Mexico · Educational Services

$20M in assets, 91 participants

Sandia Preparatory School's Sandia Preparatory School Defined Contribution Retirement Plan reported $20M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,455 in Educational Services (4,024 peers)

Where Sandia Preparatory School Defined Contribution Retirement Plan sits by assets

Sandia Preparatory School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 91 participants (~$220,482/participant), down 12.0% in 2022.

#2,455
in Educational Services (4,024 peers)
-12.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sandia Preparatory School Defined Contribution Retirement Plan's outsized position by total assets

Sandia Preparatory School Defined Contribution Retirement Plan vs every filed plan by assets

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

$20,063,838 Top 23% higher than 77% 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

Sandia Preparatory School Defined Contribution Retirement 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. Sandia Preparatory School Defined Contribution Retirement Plan is a small filing (91 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 850196115 · Sandia Preparatory School PY 2022 · Other

Sandia Preparatory School Defined Contribution Retirement Plan · $20M · 91 · 77th

  • IND $20M
  • EOY 91
  • 5500 77th
  • ASSETS Other
  • PCT near La Rabida Children's Hospital 403(b) Retirement Savings Plan
  • EIN ind #2455

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 New Mexico →

Sandia Preparatory School Defined Contribution Retirement Plan in the asset neighbourhood

San Diego Humane Society and S.P.C.a. Retirement PlanSan Diego Humane Society and…$20MSandia Preparatory School Defined Contribution Retirement PlanSandia Preparatory School De…$20MLa Rabida Children's Hospital 403(b) Retirement Savings PlanLa Rabida Children's Hospita…$20MStep Forward 403(b) Retirement PlanStep Forward 403(b) Retireme…$20MInternational Association of Fire Chiefs Defined Contribution PlanInternational Association of…$20M
End-of-year total assets ($M) among Sandia Preparatory School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN850196115
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandia Preparatory School)

Sponsor-wide plan assets over time

All Sandia Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$25M 25.313038313008708% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.1M $25.1M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 91 $20M
2023 1 91 $23M
2024 1 86 $25M

Nearby Other Plans in New Mexico

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

Sandia Preparatory School Defined Contribution Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Sandia Preparatory School Defined Contribution Retirement Plan, Total assets ($M): 20.063838 · Participants: 91Sandia Preparatory School Defined Contribution Retirement PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 729.250284 · Participants: 11300Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 119.251281 · Participants: 1835San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 99.411613 · Participants: 389Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 74.429495 · Participants: 267Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 27.274821 · Participants: 473First Choice Community Healthcare 403(b) Plan
Sandia Preparatory School Defined Contribution Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants

Sandia Preparatory School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is La Rabida Children's Hospital 403(b) Retirement Savings Plan in IL ($20M); by covered participants it is Girl Scouts of Southeastern Michigan 403b Retirement Savings in MI (91 participants). Same-state nearby plans are listed separately above.

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 Sandia Preparatory School Defined Contribution Retirement Plan assets move in 2022?
Sandia Preparatory School Defined Contribution Retirement Plan pulled back noticeably - down 12.0% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Sandia Preparatory School plan assets changed over time?
Across 3 plan years on file (2022-2024), Sandia Preparatory School's sponsor-wide assets grew 25.3%, from $20M to $25M.
Where does Sandia Preparatory School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Sandia Preparatory School Defined Contribution Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sandia Preparatory School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is La Rabida Children's Hospital 403(b) Retirement Savings Plan in IL ($20M, 516 participants).
Which Other plans cover a similar participant headcount to Sandia Preparatory School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Girl Scouts of Southeastern Michigan 403b Retirement Savings in MI (91 participants, $2M in assets).