Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Tax Sheltered Annuity Plan of Denver Zoological Foundation

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Denver Zoological Foundation · Colorado · Arts, Entertainment & Recreation

What the 2023 filing shows

Tax Sheltered Annuity Plan of Denver Zoological Foundation holds $22M for 509 participants — about $42,705 per participant, down 19.0% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
509
covered participants
$42,705
avg assets per participant
-19.0%
assets change YoY

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.

Total Assets (2023)
$22M
Participants
509
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Tax Sheltered Annuity Plan of Denver Zoological Foundation

Tax Sheltered Annuity Plan of Denver Zoological Foundation is a Profit Sharing retirement plan sponsored by Denver Zoological Foundation, headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 509 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 840502539, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2022 to $22M at year-end — a decline of 19.0%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-5,103,429 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-5,103,429
Plan TypeProfit Sharing
Employer EIN840502539
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Denver Zoological Foundation)

Year Plans Participants Total Assets
2022 1 509 $22M
2023 1 554 $28M
2024 1 492 $32M

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Tax Sheltered Annuity Plan of Denver Zoological Foundation?
As of the 2022 Form 5500 filing, Tax Sheltered Annuity Plan of Denver Zoological Foundation holds $22M in total assets with 509 participants. It is sponsored by Denver Zoological Foundation.
What type of plan is Tax Sheltered Annuity Plan of Denver Zoological Foundation?
Tax Sheltered Annuity Plan of Denver Zoological Foundation is a Profit Sharing plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 840502539.
Who sponsors the Tax Sheltered Annuity Plan of Denver Zoological Foundation?
Tax Sheltered Annuity Plan of Denver Zoological Foundation is sponsored by Denver Zoological Foundation, located in Colorado. The sponsor's EIN is 840502539 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Tax Sheltered Annuity Plan of Denver Zoological Foundation perform in 2022?
Tax Sheltered Annuity Plan of Denver Zoological Foundation declined by 19.0% during 2022, moving from $27M to $22M in total assets. Net income was $-5,103,429.
Where can I find official filings for Tax Sheltered Annuity Plan of Denver Zoological Foundation?
Official Form 5500 filings for Tax Sheltered Annuity Plan of Denver Zoological Foundation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840502539 or plan name at efast.dol.gov.
How does Tax Sheltered Annuity Plan of Denver Zoological Foundation compare to other plans?
You can compare Tax Sheltered Annuity Plan of Denver Zoological Foundation against other Profit Sharing plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 840502539.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.