Defined Benefit (Pension) · DOL Form 5500 · 2023

Santafe Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
18
Participants Small participant base
92nd
Percentile by assets National rank
$5.8M
Avg per participant High balance/head
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Official DOL plan name: Santafe Healthcare, Inc. Pension Plan · Sponsored by Santafe Healthcare, Inc. · Florida · Management of Enterprises

$105M in assets, 18 participants

Santafe Healthcare, Inc.'s Santafe Healthcare, Inc. Pension Plan reported $105M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

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

Where Santafe Healthcare, Inc. Pension Plan sits by assets

Santafe Healthcare, Inc. Pension Plan sits in the top 10% of all filed plans by assets, $105M for 18 participants (~$5.8M/participant), up 1.6% in 2023.

#876
in Management of Enterprises (1,137 peers)
+1.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Santafe Healthcare, Inc. Pension Plan's outsized position by total assets

Santafe Healthcare, Inc. Pension Plan vs every filed plan by assets

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

$105,214,309 Top 8% higher than 92% 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. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santafe Healthcare, Inc. Pension Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santafe Healthcare, Inc. Pension Plan reported net income rose from -$29M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Santafe Healthcare, Inc. Pension Plan reported participants fell from 102 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Santafe Healthcare, Inc. Pension Plan end-of-year assets rose from $104M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592317607 · Santafe Healthcare, Inc. PY 2023 · Defined Benefit (Pension)

Santafe Healthcare, Inc. Pension Plan · $105M · 18 · 92nd

  • RANK $105M
  • RANK 18
  • RANK 92nd
  • RANK Defined Benefit (Pension)
  • RANK near Bethpage Federal Credit Union Pension Plan
  • RANK ind #876

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. Pension Plan in the asset neighbourhood

Precoat Pension Plan$105MCwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen PlanCwc Castings Div of Textron,…$105MTate & Lyle Hourly Pension PlanTate & Lyle Hourly Pension P…$105MBethpage Federal Credit Union Pension PlanBethpage Federal Credit Unio…$105MSantafe Healthcare, Inc. Pension PlanSantafe Healthcare, Inc. Pen…$105M
End-of-year total assets ($M) among Santafe Healthcare, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$105M
Net Income$2M
Employer EIN592317607
Plan Effective Date1987-02-01
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 Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Santafe Healthcare, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Santafe Healthcare, Inc. Pension Plan, Total assets ($B): 0.105214309 · Participants: 18Santafe Healthcare, Inc. Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Santafe Healthcare, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Santafe Healthcare, Inc. Pension Plan side-by-side with 3 peers →

Santafe Healthcare, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Bethpage Federal Credit Union Pension Plan in NY ($105M); by covered participants it is Virtus Precision Tube, LLC Pension Plan in KY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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. Pension Plan assets move in 2023? ▼
Santafe Healthcare, Inc. Pension Plan edged up modestly - up 1.6% during 2023, from $104M to $105M. Reported net income was $2M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Santafe Healthcare, Inc. Pension Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Santafe Healthcare, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bethpage Federal Credit Union Pension Plan in NY ($105M, 183 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Santafe Healthcare, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virtus Precision Tube, LLC Pension Plan in KY (18 participants, N/A 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.