Other · DOL Form 5500 · 2022
Denver Zoological Foundation Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 509
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $42,705
- Avg per participant Low balance/head
Official DOL plan name: Tax Sheltered Annuity Plan of Denver Zoological Foundation · Sponsored by Denver Zoological Foundation · Colorado · Arts, Entertainment & Recreation
$22M in assets, 509 participants
Denver Zoological Foundation's Tax Sheltered Annuity Plan of Denver Zoological Foundation reported $22M in total assets and 509 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #2,663 in Arts, Entertainment & Recreation (3,077 peers)
Where Tax Sheltered Annuity Plan of Denver Zoological Foundation sits by assets
Tax Sheltered Annuity Plan of Denver Zoological Foundation sits in the top quartile of all filed plans by assets, $22M for 509 participants (~$42,705/participant), down 19.0% in 2022.
- #2,663
- in Arts, Entertainment & Recreation (3,077 peers)
- -19.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Sheltered Annuity Plan of Denver Zoological Foundation's outsized position by total assets
Tax Sheltered Annuity Plan of Denver Zoological Foundation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,736,852 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tax Sheltered Annuity Plan of Denver Zoological Foundation among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Sheltered Annuity Plan of Denver Zoological Foundation sits mid-pack in the medium band (509 participants).
EBSA filing schedule strip
Filing strip 840502539 · Denver Zoological Foundation PY 2022 · Other
Tax Sheltered Annuity Plan of Denver Zoological Foundation · $22M · 509 · 78th
- RANK $22M
- PHOTO 509
- IND 78th
- EOY Other
- 5500 near Ashley Hall School Defined Contribution Retirement Plan
- ASSETS ind #2663
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 Arts, Entertainment & Recreation retirement plans → · Plans in Colorado →
Tax Sheltered Annuity Plan of Denver Zoological Foundation in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$5M |
| Employer EIN | 840502539 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Denver Zoological Foundation)
Sponsor-wide plan assets over time
All Denver Zoological Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 47.074838619686055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 509 | $22M |
| 2023 | 1 | 554 | $28M |
| 2024 | 1 | 492 | $32M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Tax Sheltered Annuity Plan of Denver Zoological Foundation's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Ashley Hall School Defined Contribution Retirement Plan in SC ($22M); by covered participants it is Versiti 403(b) Retirement Plan in WI (509 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.
- Versiti 403(b) Retirement Plan (WI) 509 · 0 off
- Northern Montana Hospital 403(b) Plan (MT) 509 · 0 off
- Bloodworks Northwest Supplemental Retirement Account (WA) 508 · 1 off
- Jewish Family and Children's Services 403(b) Plan (CA) 508 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.