ESOP · DOL Form 5500 · 2024

Sacred Wind Enterprises, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
39
Participants Small participant base
23rd
Percentile by assets National rank
$26,221
Avg per participant Low balance/head
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Official DOL plan name: Sacred Wind Employee Stock Ownership Plan · Sponsored by Sacred Wind Enterprises, Inc. · New Mexico · Information & Media

$1M in assets, 39 participants

Sacred Wind Enterprises, Inc.'s Sacred Wind Employee Stock Ownership Plan reported $1M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #334 in Information & Media (2,822 peers)

Sacred Wind Enterprises, Inc. multi-year trail

Sacred Wind Enterprises, Inc.'s plans moved -85.1% in assets from 2022 to 2024; this filing shows Sacred Wind Employee Stock Ownership Plan at $1M / 39 participants.

#334
in Information & Media (2,822 peers)
-12.5%
assets change YoY

The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sacred Wind Employee Stock Ownership Plan among the smaller filed plans by assets

Sacred Wind Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,022,620 23rd percentile higher than 23% of 123,620 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 2024

Sacred Wind Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sacred Wind Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sacred Wind Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to -$183K in the plan year 2024 filing.
  • Sacred Wind Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sacred Wind Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201387164 · Sacred Wind Enterprises, Inc. PY 2024 · ESOP

Sacred Wind Employee Stock Ownership Plan · $1M · 39 · 23rd

  • EBSA $1M
  • EBSA 39
  • EBSA 23rd
  • EBSA ESOP
  • EBSA near Semple Brown Design, P. C. Employee Stock Ownership Plan
  • EBSA ind #334

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 What is an ESOP? → · Plans in New Mexico →

Sacred Wind Employee Stock Ownership Plan in the asset neighbourhood

Sacred Wind Employee Stock Ownership PlanSacred Wind Employee Stock O…$1MSemple Brown Design, P. C. Employee Stock Ownership PlanSemple Brown Design, P. C. E…$1MNorth Salem State Bank Employee Stock Ownership PlanNorth Salem State Bank Emplo…$1MWater Medic of Cape Coral Inc. Employee Stock Ownership PlanWater Medic of Cape Coral In…$1MCouts Heating and Cooling, Inc. Employee Stock Ownership PlanCouts Heating and Cooling, I…$1M
End-of-year total assets ($M) among Sacred Wind Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sacred Wind Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sacred Wind Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 85.08877299595483% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.86M $1.02M ▼ -85.1%
Year Plans Participants Total Assets
2022 1 43 $7M
2023 1 43 $1M
2024 2 78 $1M

Sacred Wind Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$986K
Net Income-$183K
Employer EIN201387164
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Sacred Wind Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Sacred Wind Employee Stock Ownership Plan, Total assets ($M): 1.02262 · Participants: 39Sacred Wind Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 610.607866 · Participants: 2198Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 49.01038 · Participants: 111Ppic Employee Stock Ownership PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.569071 · Participants: 18Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 23.962536 · Participants: 90Citizens Bank Employee Stock Ownership and Retirement Savings PlanJack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.609312 · Participants: 118Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan
Sacred Wind Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Sacred Wind Employee Stock Ownership Plan side-by-side with 3 peers →

Sacred Wind Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is Semple Brown Design, P. C. Employee Stock Ownership Plan in CO ($1M); by covered participants it is Etrac, Inc. Employee Stock Ownership Plan in CA (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sacred Wind Employee Stock Ownership Plan assets move in 2024? ▼
Sacred Wind Employee Stock Ownership Plan pulled back noticeably - down 12.5% during 2024, from $1M to $1M. Reported net income was -$183K.
How have Sacred Wind Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sacred Wind Enterprises, Inc.'s sponsor-wide assets declined 85.1%, from $7M to $1M.
Where does Sacred Wind Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sacred Wind Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sacred Wind Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Semple Brown Design, P. C. Employee Stock Ownership Plan in CO ($1M, 27 participants).
Which ESOP plans cover a similar participant headcount to Sacred Wind Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Etrac, Inc. Employee Stock Ownership Plan in CA (39 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201387164.

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.