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
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.
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 EIN | 850165745 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fe Preparatory School)
| 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
- 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
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? ▼
How have Santa Fe Preparatory School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Santa Fe Preparatory School DC Retirement Plan? ▼
Next read for Santa Fe Preparatory School DC Retiremen…
Filing takeaways
Ways to act on Santa Fe Preparatory School DC Retirement Plan's numbers.
- By total assets, Santa Fe Preparatory School DC Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Santa Fe Preparatory School's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Educational Services plans