401(k) · DOL Form 5500 · 2023
Pueblo of Santa Ana 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 758
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $32,726
- Avg per participant Low balance/head
Official DOL plan name: Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust · Sponsored by Pueblo of Santa Ana · New Mexico · Arts, Entertainment & Recreation
$25M in assets, 758 participants
Pueblo of Santa Ana's Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 758 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,520 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in New Mexico
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust covers 758 participants in New Mexico, 2.1x the typical New Mexico plan (state average ~365 per filing). Assets: $25M.
- #2,520
- in Arts, Entertainment & Recreation (2,945 peers)
- +19.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,805,969 Top 24% higher than 76% 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
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust 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. Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (758 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust reported participants fell from 859 in the plan year 2022 filing to 758 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 850217024 · Pueblo of Santa Ana PY 2023 · 401(k)
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust · $25M · 758 · 76th
- EBSA $25M
- PART 758
- TYPE 76th
- NET 401(k)
- BOOK near Bldg Management Co., Inc. 401(k) Plan
- VS-ST ind #2520
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 Arts, Entertainment & Recreation retirement plans → · Plans in New Mexico →
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 850217024 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pueblo of Santa Ana)
Sponsor-wide plan assets over time
All Pueblo of Santa Ana plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 31.6678512809727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 859 | $21M |
| 2023 | 1 | 758 | $25M |
| 2024 | 1 | 716 | $27M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Bldg Management Co., Inc. 401(k) Plan in NY ($25M); by covered participants it is Alliantgroup LP 401(k) Plan in TX (758 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Bldg Management Co., Inc. 401(k) Plan (NY) $25M · 143
- The Amadas Group, Inc. Savings Plan (VA) $25M · 166
- Corry Manufacturing Company 401(k) Profit Sharing Plan (PA) $25M · 205
- Mica Profit Sharing/401(k) Plan (AZ) $25M · 84
Similar participant headcount
Nearest other-state filings by covered participants (758 participants); asset peers above are excluded.
- Alliantgroup LP 401(k) Plan (TX) 758 · 0 off
- Liqui-Box Corporation 401(k) Plan (VA) 758 · 0 off
- Stockman Financial Corp 401(k) Plan (MT) 758 · 0 off
- Gnco, Inc. 401(k) Retirement Plan (OH) 758 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.