401(k) · DOL Form 5500 · 2023
Santa Fuel, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 202
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $135,834
- Avg per participant Near avg balance/head
Official DOL plan name: Santa Fuel, Inc. 401(k) Savings Plan · Sponsored by Santa Fuel, Inc. · Connecticut · Retail Trade
$27M in assets, 202 participants
Santa Fuel, Inc.'s Santa Fuel, Inc. 401(k) Savings Plan reported $27M in total assets and 202 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.
- #7,286 in Retail Trade (8,414 peers)
Coverage in Connecticut
Santa Fuel, Inc. 401(k) Savings Plan covers 202 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $27M.
- #7,286
- in Retail Trade (8,414 peers)
- +7.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Santa Fuel, Inc. 401(k) Savings Plan's outsized position by total assets
Santa Fuel, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,438,472 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
Santa Fuel, Inc. 401(k) Savings Plan 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. Santa Fuel, Inc. 401(k) Savings Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santa Fuel, Inc. 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Santa Fuel, Inc. 401(k) Savings Plan reported participants rose from 182 in the plan year 2022 filing to 202 in the plan year 2023 filing.
- Santa Fuel, Inc. 401(k) Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 060679846 · Santa Fuel, Inc. PY 2023 · 401(k)
Santa Fuel, Inc. 401(k) Savings Plan · $27M · 202 · 78th
- 5500 $27M
- 5500 202
- 5500 78th
- 5500 401(k)
- 5500 near Bommarito Automotive Group 401(k) Retirement Plan
- 5500 ind #7286
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 Retail Trade retirement plans → · Plans in Connecticut →
Santa Fuel, Inc. 401(k) Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 060679846 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fuel, Inc.)
Sponsor-wide plan assets over time
All Santa Fuel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 17.24994583540309% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $26M |
| 2023 | 1 | 202 | $27M |
| 2024 | 1 | 183 | $30M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Santa Fuel, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Bommarito Automotive Group 401(k) Retirement Plan in MO ($27M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Bommarito Automotive Group 401(k) Retirement Plan (MO) $27M · 464
- Senior Living Communities 401(k) Plan (NC) $27M · 2,160
- Haselwood Auto Group 401(k) Plan (WA) $27M · 497
- Albuquerque Publishing Company 401(k) Plan (NM) $27M · 196
Similar participant headcount
Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.
- Advantage Engineers, LLC 401(k) Plan (MD) 202 · 0 off
- Superior Communications, Inc. 401(k) Plan and Trust (CA) 202 · 0 off
- Ocs, Incorporated Retirement Plan (AL) 202 · 0 off
- Waterman Broadcasting Corporation 401(k) Plan (FL) 202 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.