Other · DOL Form 5500 · 2023

Santa Fe South Schools, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
466
Participants Below avg headcount
64th
Percentile by assets National rank
$27,564
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Santa Fe South Schools, Inc. · Sponsored by Santa Fe South Schools, Inc. · Oklahoma · Educational Services

$13M in assets, 466 participants

Santa Fe South Schools, Inc.'s Employee Benefit Plan of Santa Fe South Schools, Inc. reported $13M in total assets and 466 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,737 in Educational Services (3,735 peers)

Santa Fe South Schools, Inc. multi-year trail

Santa Fe South Schools, Inc.'s plans moved +50.3% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Santa Fe South Schools, Inc. at $13M / 466 participants.

#1,737
in Educational Services (3,735 peers)
+27.3%
assets growth YoY

Employee Benefit Plan of Santa Fe South Schools, Inc.'s mid-pack asset rank among Educational Services and all filers

Employee Benefit Plan of Santa Fe South Schools, Inc. vs every filed plan by assets

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

$12,844,837 Top 36% higher than 64% 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

Employee Benefit Plan of Santa Fe South Schools, Inc. 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. Employee Benefit Plan of Santa Fe South Schools, Inc. sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Santa Fe South Schools, Inc. reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Employee Benefit Plan of Santa Fe South Schools, Inc. end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Employee Benefit Plan of Santa Fe South Schools, Inc. reported participants rose from 394 in the plan year 2022 filing to 466 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 300118733 · Santa Fe South Schools, Inc. PY 2023 · Other

Employee Benefit Plan of Santa Fe South Schools, Inc. · $13M · 466 · 64th

  • BOY $13M
  • BOY 466
  • BOY 64th
  • BOY Other
  • BOY near Cape Cod Academy DC Retirement Plan
  • BOY ind #1737

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 Oklahoma →

Employee Benefit Plan of Santa Fe South Schools, Inc. in the asset neighbourhood

South Kent School Retirement PlanSouth Kent School Retirement…$13MCape Cod Academy DC Retirement PlanCape Cod Academy DC Retireme…$13MEmployee Benefit Plan of Santa Fe South Schools, Inc.Employee Benefit Plan of San…$13MNear North Montessori School TsaNear North Montessori School…$13MSeattle Aquarium Society 403(b) PlanSeattle Aquarium Society 403…$13M
End-of-year total assets ($M) among Employee Benefit Plan of Santa Fe South Schools, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Santa Fe South Schools, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Santa Fe South Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.28201815021853% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $15.2M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 394 $10M
2023 1 466 $13M
2024 1 532 $15M

Santa Fe South Schools, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN300118733
Plan Effective Date2004-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oklahoma

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Santa Fe South Schools, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Employee Benefit Plan of Santa Fe South Schools, Inc., Total assets ($M): 12.844837 · Participants: 466Employee Benefit Plan of Santa Fe South Schools, Inc.403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 956.972354 · Participants: 10744403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 403.458221 · Participants: 1127The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 351.79742 · Participants: 991Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 69.532126 · Participants: 505Oral Roberts University Retirement PlanDuncan Regional Hospital 403(b) Plan, Total assets ($M): 53.362761 · Participants: 692Duncan Regional Hospital 403(b) Plan
Employee Benefit Plan of Santa Fe South Schools, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Employee Benefit Plan of Santa Fe South Schools, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Santa Fe South Schools, Inc.'s out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Cape Cod Academy DC Retirement Plan in MA ($13M); by covered participants it is Community Memorial Hospital Association 403(b) Plan in MN (466 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Employee Benefit Plan of Santa Fe South Schools, Inc. assets move in 2023? ▼
Employee Benefit Plan of Santa Fe South Schools, Inc. grew sharply - up 27.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Santa Fe South Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Fe South Schools, Inc.'s sponsor-wide assets grew 50.3%, from $10M to $15M.
Which Other plans are similar in size to Employee Benefit Plan of Santa Fe South Schools, Inc.? ▼
Among Other plans in other states, the closest by assets is Cape Cod Academy DC Retirement Plan in MA ($13M, 57 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Santa Fe South Schools, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Community Memorial Hospital Association 403(b) Plan in MN (466 participants, $19M 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 300118733.

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.