Profit Sharing · DOL Form 5500 · 2022
Santa Fe Preparatory School Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 174
- Participants
- 72nd
- Percentile by assets
- $83,564
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 174
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $83,564
- avg assets per participant
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.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Santa Fe Preparatory School DC Retirement Plan reports 174 participants - about 48% of that state average ($15M EOY assets).
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)
| 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.
Santa Fe Preparatory School DC Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Santa Fe Preparatory School DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Santa Fe Preparatory School DC Retirement Plan assets move in 2022? ▼
How have Santa Fe Preparatory School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Santa Fe Preparatory School DC Retirement Plan? ▼
Next read for Santa Fe Preparatory School DC Retiremen…
Filing takeaways
Ways to act on Santa Fe Preparatory School DC Retirement Plan's numbers.
- By total assets, Santa Fe Preparatory School DC Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Santa Fe Preparatory School's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Educational Services plans