Profit Sharing · DOL Form 5500 · 2023
Santa Fe Trail Senior Services Inc Profit Sharing Plan
Data updated 2026-08-25
- $769K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $109,843
- Avg per participant Below avg balance/head
Official DOL plan name: Santa Fe Trail Senior Services Inc · Sponsored by Santa Fe Trail Senior Services Inc · Colorado · Other Services
$769K in assets, 7 participants
Santa Fe Trail Senior Services Inc's Santa Fe Trail Senior Services Inc reported $769K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,523 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Santa Fe Trail Senior Services Inc ranks #3,523 of 7,857 2023 filers by assets (2610% of the sector average)-$769K for 7 participants.
- #3,523
- in Other Services (7,857 peers)
- -60.0%
- 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.
Santa Fe Trail Senior Services Inc among the smaller filed plans by assets
Santa Fe Trail Senior Services Inc vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$768,904 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Santa Fe Trail Senior Services Inc among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Fe Trail Senior Services Inc is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santa Fe Trail Senior Services Inc reported net income fell from $961K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Santa Fe Trail Senior Services Inc end-of-year assets fell from $2M in the plan year 2022 filing to $769K in the plan year 2023 filing.
- Santa Fe Trail Senior Services Inc reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 843791160 · Santa Fe Trail Senior Services Inc PY 2023 · Profit Sharing
Santa Fe Trail Senior Services Inc · $769K · 7 · 21st
- BOOK $769K
- BOOK 7
- BOOK 21st
- BOOK Profit Sharing
- BOOK near Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan
- BOOK ind #3523
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 Other Services retirement plans → · Plans in Colorado →
Santa Fe Trail Senior Services Inc in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $769K |
| Net Income | -$1M |
| Employer EIN | 843791160 |
| Plan Effective Date | 2019-11-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fe Trail Senior Services Inc)
Sponsor-wide plan assets over time
All Santa Fe Trail Senior Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $690K 64.10001768751366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $2M |
| 2023 | 1 | 7 | $769K |
| 2024 | 1 | 12 | $690K |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
Santa Fe Trail Senior Services Inc's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan in RI ($769K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($769K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.