Profit Sharing · DOL Form 5500 · 2022
Santa Fe Preparatory School Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $83,564
- Avg per participant Below avg balance/head
Official DOL plan name: Santa Fe Preparatory School DC Retirement Plan · Sponsored by Santa Fe Preparatory School · New Mexico · Educational Services
$15M in assets, 174 participants
Santa Fe Preparatory School's Santa Fe Preparatory School DC Retirement Plan reported $15M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,189 in Educational Services (4,024 peers)
Coverage in New Mexico
Santa Fe Preparatory School DC Retirement Plan covers 174 participants in New Mexico, about 48% of the average New Mexico filer (state average ~365 per filing). Assets: $15M.
- #2,189
- in Educational Services (4,024 peers)
- -18.0%
- assets change YoY
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.
Santa Fe Preparatory School DC Retirement Plan's outsized position by total assets
Santa Fe Preparatory School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,540,165 Top 28% higher than 72% 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
Santa Fe Preparatory School DC Retirement Plan 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. Santa Fe Preparatory School DC Retirement Plan sits mid-pack in the medium band (174 participants).
Form 5500 schedule snapshot
Filing strip 850165745 · Santa Fe Preparatory School PY 2022 · Profit Sharing
Santa Fe Preparatory School DC Retirement Plan · $15M · 174 · 72nd
- VS-ST $15M
- VS-ST 174
- VS-ST 72nd
- VS-ST Profit Sharing
- VS-ST near Safe Horizon 401(a) Retirement Savings Plan
- VS-ST ind #2189
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 →
Santa Fe Preparatory School DC Retirement Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 850165745 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fe Preparatory School)
Sponsor-wide plan assets over time
All Santa Fe Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.3839526580338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $15M |
| 2023 | 1 | 132 | $16M |
| 2024 | 1 | 129 | $18M |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 401(a) Plan $372M · 11,300
- Presbyterian Medical Services Discretionary Contribution Plan $30M · 989
- Medinatura, Inc. Retirement Plan $14M · 32
- T & R Market Profit Sharing Plan $11M · 109
- Southwest Neurology Consultants, PC Profit Sharing Plan $9M · 3
Santa Fe Preparatory School DC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Safe Horizon 401(a) Retirement Savings Plan in NY ($15M); by covered participants it is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement (FL) 174 · 0 off
- Sefar 401(k) Plan (NY) 174 · 0 off
- Samaritan Bethany, Inc. 403(b) Retirement Plan (MN) 174 · 0 off
- Spectraforce Retirement Plan-Pr (PR) 174 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.