401(k) · DOL Form 5500 · 2022

Santee Sioux Nation 401(k) Plan

Data updated 2026-08-25

$751K
Total assets Small plan by assets
250
Participants Below avg headcount
22nd
Percentile by assets National rank
$3,004
Avg per participant Low balance/head
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Official DOL plan name: Collaborative Retirement Trust · Sponsored by Santee Sioux Nation · Nebraska · Professional & Technical Services

$751K in assets, 250 participants

Santee Sioux Nation's Collaborative Retirement Trust reported $751K in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,924 in Professional & Technical Services (21,562 peers)

Coverage in Nebraska

Collaborative Retirement Trust covers 250 participants in Nebraska, about 45% of the average Nebraska filer (state average ~552 per filing). Assets: $751K.

#3,924
in Professional & Technical Services (21,562 peers)
+16.6%
assets growth YoY

Collaborative Retirement Trust among the smaller filed plans by assets

Collaborative Retirement Trust vs every filed plan by assets

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

$750,902 22nd percentile higher than 22% 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

Collaborative Retirement Trust 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. Collaborative Retirement Trust sits mid-pack in the medium band (250 participants).

Published 5500 schedule card

Filing strip 470533471 · Santee Sioux Nation PY 2022 · 401(k)

Collaborative Retirement Trust · $751K · 250 · 22nd

  • PCT $751K
  • EIN 250
  • RANK 22nd
  • PHOTO 401(k)
  • IND near Airam Holdings, Inc. 401(k) Plan
  • EOY ind #3924

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Collaborative Retirement Trust in the asset neighbourhood

Collaborative Retirement TrustCollaborative Retirement Tru…$751KAiram Holdings, Inc. 401(k) PlanAiram Holdings, Inc. 401(k) …$751KThomas D. Weddell, Cpa, P.C. 401(k) Profit Sharing Plan and TrustThomas D. Weddell, Cpa, P.C.…$751KRedishred Acquisition Inc 401(k) PlanRedishred Acquisition Inc 40…$751KCal Capital Corp 401(k) Plan$751K
End-of-year total assets ($M) among Collaborative Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$644K
Net Assets (End of Year)$751K
Net Income$107K
Employer EIN470533471
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santee Sioux Nation)

Sponsor-wide plan assets over time

All Santee Sioux Nation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 91.95980301024635% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.75M $1.44M ▲ +92.0%
Year Plans Participants Total Assets
2022 1 250 $751K
2023 1 218 $1M
2024 1 290 $1M

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Collaborative Retirement Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Collaborative Retirement Trust, Total assets ($B): 0.000750902 · Participants: 250Collaborative Retirement TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Collaborative Retirement Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Collaborative Retirement Trust side-by-side with 3 peers →

Collaborative Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Airam Holdings, Inc. 401(k) Plan in CT ($751K); by covered participants it is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($751K here).

Similar participant headcount

Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.

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 Collaborative Retirement Trust assets move in 2022? ▼
Collaborative Retirement Trust grew sharply - up 16.6% during 2022, from $644K to $751K. Reported net income was $107K.
How have Santee Sioux Nation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santee Sioux Nation's sponsor-wide assets grew 92.0%, from $751K to $1M.
Where does Collaborative Retirement Trust rank by assets among Form 5500 filers? ▼
Collaborative Retirement Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Collaborative Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Airam Holdings, Inc. 401(k) Plan in CT ($751K, 25 participants).
Which 401(k) plans cover a similar participant headcount to Collaborative Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants, N/A in assets).

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 470533471.

Read our methodology - how this data is sourced, computed, and verified.

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