401(k) · DOL Form 5500 · 2023

Santafe Healthcare, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,227
Participants Near avg headcount
88th
Percentile by assets National rank
$54,441
Avg per participant Low balance/head
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Official DOL plan name: Santafe Healthcare, Inc. 401(k) Retirement Savings Plan · Sponsored by Santafe Healthcare, Inc. · Florida · Management of Enterprises

$67M in assets, 1,227 participants

Santafe Healthcare, Inc.'s Santafe Healthcare, Inc. 401(k) Retirement Savings Plan reported $67M in total assets and 1,227 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #815 in Management of Enterprises (1,137 peers)

Where Santafe Healthcare, Inc. 401(k) Retirement Savings Plan sits by assets

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $67M for 1,227 participants (~$54,441/participant), down 36.5% in 2023.

#815
in Management of Enterprises (1,137 peers)
-36.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$66,799,424 Top 12% higher than 88% of 127,068 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 2023

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santafe Healthcare, Inc. 401(k) Retirement Savings Plan lands in the large band (1,227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santafe Healthcare, Inc. 401(k) Retirement Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Santafe Healthcare, Inc. 401(k) Retirement Savings Plan end-of-year assets fell from $105M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Santafe Healthcare, Inc. 401(k) Retirement Savings Plan reported participants rose from 1,190 in the plan year 2022 filing to 1,227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592317607 · Santafe Healthcare, Inc. PY 2023 · 401(k)

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan · $67M · 1,227 · 88th

  • TYPE $67M
  • NET 1,227
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Beacon Capital Partners, LLC 401(k) Plan
  • SCH ind #815

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 Management of Enterprises retirement plans → · Plans in Florida →

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Mercycare 401(k) Retirement PlanMercycare 401(k) Retirement …$67MSantafe Healthcare, Inc. 401(k) Retirement Savings PlanSantafe Healthcare, Inc. 401…$67MBeacon Capital Partners, LLC 401(k) PlanBeacon Capital Partners, LLC…$67MReinauer Transportation Companies, LLC Retirement and Investment Plan #3Reinauer Transportation Comp…$67MCimarron Software Services, Inc. 401(k) Profit Sharing PlanCimarron Software Services, …$67M
End-of-year total assets ($M) among Santafe Healthcare, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$67M
Net Income$5M
Employer EIN592317607
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santafe Healthcare, Inc.)

Sponsor-wide plan assets over time

All Santafe Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 70.17985072006537% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $209M $62.3M ▼ -70.2%
Year Plans Participants Total Assets
2022 2 1,292 $209M
2023 2 1,245 $172M
2024 2 855 $62M

Nearby 401(k) Plans in Florida

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

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Santafe Healthcare, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.066799424 · Participants: 1227Santafe Healthcare, Inc. 401(k) Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Santafe Healthcare, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Santafe Healthcare, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Santafe Healthcare, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Beacon Capital Partners, LLC 401(k) Plan in MA ($67M); by covered participants it is Careoregon, Inc. 401(k) Plan in OR (1,227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,227 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.

Frequently Asked Questions

How did Santafe Healthcare, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Santafe Healthcare, Inc. 401(k) Retirement Savings Plan contracted severely - down 36.5% during 2023, from $105M to $67M. Reported net income was $5M.
How have Santafe Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santafe Healthcare, Inc.'s sponsor-wide assets declined 70.2%, from $209M to $62M.
Where does Santafe Healthcare, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Santafe Healthcare, Inc. 401(k) Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Santafe Healthcare, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beacon Capital Partners, LLC 401(k) Plan in MA ($67M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Santafe Healthcare, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Careoregon, Inc. 401(k) Plan in OR (1,227 participants, $151M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592317607.

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.