ESOP · DOL Form 5500 · 2024
Sacred Wind Enterprises, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 39
- Participants Small participant base
Official DOL plan name: Sacred Wind Employee Stock Ownership Plan · Sponsored by Sacred Wind Enterprises, Inc. · New Mexico · Information & Media
N/A in assets, 39 participants
Sacred Wind Enterprises, Inc.'s Sacred Wind Employee Stock Ownership Plan reported N/A in total assets and 39 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
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 N/A / 39 participants.
- -$986K
- reported net income
The plan reported a net loss of $986K 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 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 -$986K 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.
Published 5500 schedule card
Filing strip 201387164 · Sacred Wind Enterprises, Inc. PY 2024 · ESOP
Sacred Wind Employee Stock Ownership Plan · N/A · 39
- PCT N/A
- PCT 39
- PCT PY 2024
- PCT ESOP
- PCT near Etrac, Inc. Employee Stock Ownership Plan
- PCT -$986K
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 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
| 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) | N/A |
| Net Income | -$986K |
| Employer EIN | 201387164 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $611M · 2,198
- Ppic Employee Stock Ownership Plan $49M · 111
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $28M · 18
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $24M · 90
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $22M · 118
Sacred Wind Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside New Mexico, the nearest ESOP by covered participants is Etrac, Inc. Employee Stock Ownership Plan in CA (39 participants; this filing: 39 participants).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Etrac, Inc. Employee Stock Ownership Plan (CA) 39 · 0 off
- Katz & Associates, Inc. Employee Stock Ownership Plan (CA) 39 · 0 off
- K. H. Employee Stock Ownership Plan (WI) 39 · 0 off
- Adco Employee Stock Ownership Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.