Other · DOL Form 5500 · 2023
Denver Zoological Foundation Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 554
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $50,022
- Avg per participant Low balance/head
Official DOL plan name: Tax Sheltered Annuity Plan of Denver Zoological Foundation · Sponsored by Denver Zoological Foundation · Colorado · Arts, Entertainment & Recreation
$28M in assets, 554 participants
Denver Zoological Foundation's Tax Sheltered Annuity Plan of Denver Zoological Foundation reported $28M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,550 in Arts, Entertainment & Recreation (2,945 peers)
Where Tax Sheltered Annuity Plan of Denver Zoological Foundation sits by assets
Tax Sheltered Annuity Plan of Denver Zoological Foundation sits in the top quartile of all filed plans by assets, $28M for 554 participants (~$50,022/participant), up 27.5% in 2023.
- #2,550
- in Arts, Entertainment & Recreation (2,945 peers)
- +27.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Tax Sheltered Annuity Plan of Denver Zoological Foundation's outsized position by total assets
Tax Sheltered Annuity Plan of Denver Zoological Foundation vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,712,247 Top 22% higher than 78% 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
Tax Sheltered Annuity Plan of Denver Zoological Foundation among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Sheltered Annuity Plan of Denver Zoological Foundation sits mid-pack in the medium band (554 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Sheltered Annuity Plan of Denver Zoological Foundation reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Tax Sheltered Annuity Plan of Denver Zoological Foundation end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Tax Sheltered Annuity Plan of Denver Zoological Foundation reported participants rose from 509 in the plan year 2022 filing to 554 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 840502539 · Denver Zoological Foundation PY 2023 · Other
Tax Sheltered Annuity Plan of Denver Zoological Foundation · $28M · 554 · 78th
- VS-ST $28M
- VS-ST 554
- VS-ST 78th
- VS-ST Other
- VS-ST near Miami Jewish Health Systems Retirement Plan
- VS-ST ind #2550
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 Arts, Entertainment & Recreation retirement plans → · Plans in Colorado →
Tax Sheltered Annuity Plan of Denver Zoological Foundation in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $6M |
| Employer EIN | 840502539 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Denver Zoological Foundation)
Sponsor-wide plan assets over time
All Denver Zoological Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 47.074838619686055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 509 | $22M |
| 2023 | 1 | 554 | $28M |
| 2024 | 1 | 492 | $32M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.1B · 1,444
- Children's Hospital Colorado 403(b) Plan $898M · 8,617
- University of Denver Retirement Plan $848M · 7,241
- Nrel 403(b) Employee Savings Plan $525M · 2,877
- Colorado College Retirement Benefit Plan $353M · 707
Tax Sheltered Annuity Plan of Denver Zoological Foundation's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Miami Jewish Health Systems Retirement Plan in FL ($28M); by covered participants it is Harbor Health Services, Inc. 403(b) Plan in MA (554 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Miami Jewish Health Systems Retirement Plan (FL) $28M · 873
- Honorbridge Retirement Plan (NC) $28M · 183
- Orange County Head Start Inc Retirement Saving Plan (CA) $28M · 312
- Hudson Hospital, Inc. 403(b) Plan (MN) $28M · 436
Similar participant headcount
Nearest other-state filings by covered participants (554 participants); asset peers above are excluded.
- Harbor Health Services, Inc. 403(b) Plan (MA) 554 · 0 off
- The Principia Corporation Retirement Plan for Faculty & Staff (MO) 554 · 0 off
- Earthjustice Retirement Annuity Plan (CA) 554 · 0 off
- Northwood Health Systems Inc. 403(b) Plan (WV) 554 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.