401(k) · DOL Form 5500 · 2023

Santee Sioux Nation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
218
Participants Below avg headcount
25th
Percentile by assets National rank
$5,314
Avg per participant Low balance/head
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Official DOL plan name: Collaborative Retirement Trust · Sponsored by Santee Sioux Nation · Nebraska · Professional & Technical Services

$1M in assets, 218 participants

Santee Sioux Nation's Collaborative Retirement Trust reported $1M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,117 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Collaborative Retirement Trust covers 218 participants in Nebraska, about 39% of the average Nebraska filer (state average ~552 per filing). Assets: $1M.

#4,117
in Professional & Technical Services (20,321 peers)
+54.3%
assets growth YoY

Collaborative Retirement Trust among the smaller filed plans by assets

Collaborative Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,158,438 25th percentile higher than 25% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Collaborative Retirement 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. Collaborative Retirement Trust sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collaborative Retirement Trust reported net income rose from $107K in the plan year 2022 filing to $408K in the plan year 2023 filing.
  • Collaborative Retirement Trust end-of-year assets rose from $751K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Collaborative Retirement Trust reported participants fell from 250 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470533471 · Santee Sioux Nation PY 2023 · 401(k)

Collaborative Retirement Trust · $1M · 218 · 25th

  • PHOTO $1M
  • IND 218
  • EOY 25th
  • 5500 401(k)
  • ASSETS near Golden Goodrich LLP 401(k) Retirement Plan
  • PCT ind #4117

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Collaborative Retirement Trust in the asset neighbourhood

Collaborative Retirement TrustCollaborative Retirement Tru…$1MGolden Goodrich LLP 401(k) Retirement PlanGolden Goodrich LLP 401(k) R…$1MMemphis Botanic Garden Foundation Retirement PlanMemphis Botanic Garden Found…$1MNational Medical Management, Inc. 401(k) PlanNational Medical Management,…$1MBoomtown Casino Hotel 401(k) Profit Sharing PlanBoomtown Casino Hotel 401(k)…$1M
End-of-year total assets ($M) among Collaborative Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$751K
Net Assets (End of Year)$1M
Net Income$408K
Employer EIN470533471
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santee Sioux Nation)

Sponsor-wide plan assets over time

All Santee Sioux Nation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 91.95980301024635% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.75M $1.44M ▲ +92.0%
Year Plans Participants Total Assets
2022 1 250 $751K
2023 1 218 $1M
2024 1 290 $1M

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Collaborative Retirement Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Collaborative Retirement Trust, Total assets ($B): 0.001158438 · Participants: 218Collaborative Retirement TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Collaborative Retirement Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Collaborative Retirement Trust side-by-side with 3 peers →

Collaborative Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Golden Goodrich LLP 401(k) Retirement Plan in CA ($1M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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.

Frequently Asked Questions

How did Collaborative Retirement Trust assets move in 2023? ▼
Collaborative Retirement Trust surged - up 54.3% during 2023, from $751K to $1M. Reported net income was $408K.
How have Santee Sioux Nation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santee Sioux Nation's sponsor-wide assets grew 92.0%, from $751K to $1M.
Where does Collaborative Retirement Trust rank by assets among Form 5500 filers? ▼
Collaborative Retirement Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Collaborative Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Golden Goodrich LLP 401(k) Retirement Plan in CA ($1M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Collaborative Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470533471.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.