Profit Sharing · DOL Form 5500 · 2023
Santa Fe Preparatory School Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $123,659
- Avg per participant Near avg balance/head
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.
- #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.
- #1,921
- in Educational Services (3,735 peers)
- +12.3%
- assets growth YoY
Santa Fe Preparatory School DC Retirement Plan's outsized position by total assets
Santa Fe Preparatory School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,323,015 Top 31% higher than 69% 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 Fe Preparatory School DC Retirement 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 Fe Preparatory School DC Retirement Plan sits mid-pack in the medium band (132 participants).
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.
EBSA filing schedule strip
Filing strip 850165745 · Santa Fe Preparatory School PY 2023 · Profit Sharing
Santa Fe Preparatory School DC Retirement Plan · $16M · 132 · 69th
- 5500 $16M
- 5500 132
- 5500 69th
- 5500 Profit Sharing
- 5500 near Morgan Energy Corporation Profit Sharing Plan
- 5500 ind #1921
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 Educational Services retirement plans → · Plans in New Mexico →
Santa Fe Preparatory School DC Retirement Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 850165745 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fe Preparatory School)
Sponsor-wide plan assets over time
All Santa Fe Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.3839526580338% vs 2022
- 2024 filing year
| 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.
- Presbyterian Healthcare Services 401(a) Plan $455M · 11,386
- Presbyterian Medical Services Discretionary Contribution Plan $35M · 1,015
- T & R Market Profit Sharing Plan $13M · 97
- Medinatura, Inc. Retirement Plan $11M · 37
- Bosque School Defined Contribution Retirement Plan $10M · 97
Santa Fe Preparatory School DC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Morgan Energy Corporation Profit Sharing Plan in CO ($16M); by covered participants it is Seattle Humane Society 403(b) Retirement Plan in WA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Seattle Humane Society 403(b) Retirement Plan (WA) 132 · 0 off
- Caribbean Produce Exchange Profit Sharing Plan (PR) 132 · 0 off
- Confidence Plumbing Company Profit Sharing Plan (CO) 132 · 0 off
- Mavagi Enterprises Retirement Plan (TX) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.