Other · DOL Form 5500 · 2023
Sandia Preparatory School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $252,285
- Avg per participant Above avg balance/head
Official DOL plan name: Sandia Preparatory School Defined Contribution Retirement Plan · Sponsored by Sandia Preparatory School · New Mexico · Educational Services
$23M in assets, 91 participants
Sandia Preparatory School's Sandia Preparatory School Defined Contribution Retirement Plan reported $23M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,194 in Educational Services (3,735 peers)
Where Sandia Preparatory School Defined Contribution Retirement Plan sits by assets
Sandia Preparatory School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 91 participants (~$252,285/participant), up 14.4% in 2023.
- #2,194
- in Educational Services (3,735 peers)
- +14.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Sandia Preparatory School Defined Contribution Retirement Plan's outsized position by total assets
Sandia Preparatory School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,957,932 Top 25% higher than 75% 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
Sandia Preparatory School Defined Contribution Retirement 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. Sandia Preparatory School Defined Contribution Retirement Plan is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sandia Preparatory School Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sandia Preparatory School Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 850196115 · Sandia Preparatory School PY 2023 · Other
Sandia Preparatory School Defined Contribution Retirement Plan · $23M · 91 · 75th
- RANK $23M
- PHOTO 91
- IND 75th
- EOY Other
- 5500 near Health Care and Rehabilitation Services of Southeastern Vermont
- ASSETS ind #2194
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 →
Sandia Preparatory School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 850196115 |
| Plan Effective Date | 1970-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sandia Preparatory School)
Sponsor-wide plan assets over time
All Sandia Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 25.313038313008708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $20M |
| 2023 | 1 | 91 | $23M |
| 2024 | 1 | 86 | $25M |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $865M · 11,387
- San Juan Regional Medical Center 403(b) Plan $131M · 1,887
- Lovelace Biomedical Research Institute Tda and DC Plan $111M · 419
- Albuquerque Academy Retirement Plan $80M · 281
- First Choice Community Healthcare 403(b) Plan $31M · 433
Sandia Preparatory School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Health Care and Rehabilitation Services of Southeastern Vermont in VT ($23M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.