Profit Sharing · DOL Form 5500 · 2023

Santa Fe Preparatory School Profit Sharing Plan

Data updated 2026-08-11

$16M
Total assets
132
Participants
69th
Percentile by assets
$123,659
Avg per participant
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Official DOL plan name: Santa Fe Preparatory School DC Retirement Plan · Sponsored by Santa Fe Preparatory School · New Mexico · Educational Services

$16M in assets, 132 participants

Santa Fe Preparatory School's Santa Fe Preparatory School DC Retirement Plan reported $16M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • 69th percentile by assets (of 127,072 plans)
  • #1,921 in Educational Services (3,735 peers)

Coverage in New Mexico

Santa Fe Preparatory School DC Retirement Plan covers 132 participants in New Mexico, about 36% of the average New Mexico filer (state average ~365 per filing). Assets: $16M.

$16M
total plan assets (2023 EOY)
132
covered participants
69th
percentile by assets (of 127,072 plans)
$123,659
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Fe Preparatory School DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Santa Fe Preparatory School DC Retirement Plan reported participants fell from 174 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Santa Fe Preparatory School DC Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs New Mexico filers

In New Mexico, the average filing covers about 365 participants across 466 plans. Santa Fe Preparatory School DC Retirement Plan reports 132 participants - about 36% of that state average ($16M EOY assets).

New Mexico filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN850165745
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Fe Preparatory School)

$14M$15M$16M$17M$18M 202220232024 $14.5M $17.7M â–˛ +21.4%
Total plan assets by year, all Santa Fe Preparatory School plans on file
Year Plans Participants Total Assets
2022 1 174 $15M
2023 1 132 $16M
2024 1 129 $18M

Nearby Profit Sharing Plans in New Mexico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Santa Fe Preparatory School DC Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants

Santa Fe Preparatory School DC Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Santa Fe Preparatory…Presbyterian Healthc…Presbyterian Medical…T & R Market Profit …Medinatura, Inc. Ret…Bosque School Define…
Santa Fe Preparatory School DC Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Santa Fe Preparatory School DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Santa Fe Preparatory School DC Retirement Plan assets move in 2023?
Santa Fe Preparatory School DC Retirement Plan grew at a solid clip - up 12.3% during 2023, from $15M to $16M. Reported net income was $2M.
How have Santa Fe Preparatory School plan assets changed over time?
Across 3 plan years on file (2022-2024), Santa Fe Preparatory School's sponsor-wide assets grew 21.4%, from $15M to $18M.
Which Profit Sharing plans are similar in size to Santa Fe Preparatory School DC Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Morgan Energy Corporation Profit Sharing Plan in CO ($16M, 1 participant).

Next read for Santa Fe Preparatory School DC Retiremen…

Filing takeaways

Ways to act on Santa Fe Preparatory School DC Retirement Plan's numbers.