Other · DOL Form 5500 · 2022

Santa Fe South Schools, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
394
Participants Below avg headcount
65th
Percentile by assets National rank
$25,618
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. · Sponsored by Santa Fe South Schools, Inc. · Oklahoma · Educational Services

$10M in assets, 394 participants

Santa Fe South Schools, Inc.'s 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. reported $10M in total assets and 394 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,925 in Educational Services (4,024 peers)

Santa Fe South Schools, Inc. multi-year trail

Santa Fe South Schools, Inc.'s plans moved +50.3% in assets from 2022 to 2024; this filing shows 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. at $10M / 394 participants.

#1,925
in Educational Services (4,024 peers)
-11.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc.'s mid-pack asset rank among Educational Services and all filers

401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. vs every filed plan by assets

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

$10,093,322 Top 35% higher than 65% 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

401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. 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. 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. sits mid-pack in the medium band (394 participants).

Published 5500 schedule card

Filing strip 300118733 · Santa Fe South Schools, Inc. PY 2022 · Other

401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. · $10M · 394 · 65th

  • EIN $10M
  • RANK 394
  • PHOTO 65th
  • IND Other
  • EOY near Pomerene Hospital 403(b) Match Plan
  • 5500 ind #1925

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 Oklahoma →

401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. in the asset neighbourhood

Careersource Central Florida 403(b) PlanCareersource Central Florida…$10MPomerene Hospital 403(b) Match PlanPomerene Hospital 403(b) Mat…$10M401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc.401(k) Profit Sharing Plan f…$10MSt. Paul's Episcopal School Defined Contribution Retirement PlanSt. Paul's Episcopal School …$10MChristopher Rural Health Planning Corporation Retirement PlanChristopher Rural Health Pla…$10M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Santa Fe South Schools, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Santa Fe South Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.28201815021853% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $15.2M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 394 $10M
2023 1 466 $13M
2024 1 532 $15M

Santa Fe South Schools, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN300118733
Plan Effective Date2004-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oklahoma

Peer Other plans, same state, same plan type, ranked by total assets.

401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc., Total assets ($M): 10.093322 · Participants: 394401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc.403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 813.613502 · Participants: 11261403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 368.011522 · Participants: 1164The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 298.844539 · Participants: 930Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 63.645616 · Participants: 507Oral Roberts University Retirement PlanOklahoma Christian University Defined Contribution Retirement Plan, Total assets ($M): 46.419878 · Participants: 274Oklahoma Christian University Defined Contribution Retirement Plan
401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc.'s out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Pomerene Hospital 403(b) Match Plan in OH ($10M); by covered participants it is New Horizons Employee Savings Plan in FL (394 participants). Same-state nearby plans are listed separately above.

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 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. assets move in 2022? ▼
401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. pulled back noticeably - down 11.0% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Santa Fe South Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Fe South Schools, Inc.'s sponsor-wide assets grew 50.3%, from $10M to $15M.
Which Other plans are similar in size to 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc.? ▼
Among Other plans in other states, the closest by assets is Pomerene Hospital 403(b) Match Plan in OH ($10M, 381 participants).
Which Other plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc.? ▼
Among Other plans in other states, the closest by covered participants is New Horizons Employee Savings Plan in FL (394 participants, $4M 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 300118733.

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.