Profit Sharing · DOL Form 5500 · 2024
Santa Fe Trail Senior Services Inc Profit Sharing Plan
Data updated 2026-08-25
- $690K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $57,508
- Avg per participant Low balance/head
Official DOL plan name: Santa Fe Trail Senior Services Inc · Sponsored by Santa Fe Trail Senior Services Inc · Colorado · Other Services
$690K in assets, 12 participants
Santa Fe Trail Senior Services Inc's Santa Fe Trail Senior Services Inc reported $690K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,255 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Santa Fe Trail Senior Services Inc ranks #3,255 of 7,719 2024 filers by assets (2908% of the sector average)-$690K for 12 participants.
- #3,255
- in Other Services (7,719 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $79K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santa Fe Trail Senior Services Inc among the smaller filed plans by assets
Santa Fe Trail Senior Services Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$690,091 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Santa Fe Trail Senior Services Inc among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Fe Trail Senior Services Inc is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Fe Trail Senior Services Inc reported net income rose from -$1M in the plan year 2023 filing to -$79K in the plan year 2024 filing.
- Santa Fe Trail Senior Services Inc reported participants rose from 7 in the plan year 2023 filing to 12 in the plan year 2024 filing.
- Santa Fe Trail Senior Services Inc end-of-year assets fell from $769K in the plan year 2023 filing to $690K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 843791160 · Santa Fe Trail Senior Services Inc PY 2024 · Profit Sharing
Santa Fe Trail Senior Services Inc · $690K · 12 · 20th
- PCT $690K
- PCT 12
- PCT 20th
- PCT Profit Sharing
- PCT near Inspire Automotive Management, Inc. Retirement Plan
- PCT ind #3255
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 Other Services retirement plans → · Plans in Colorado →
Santa Fe Trail Senior Services Inc in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $769K |
|---|---|
| Net Assets (End of Year) | $690K |
| Net Income | -$79K |
| Employer EIN | 843791160 |
| Plan Effective Date | 2019-11-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fe Trail Senior Services Inc)
Sponsor-wide plan assets over time
All Santa Fe Trail Senior Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $690K 64.10001768751366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $2M |
| 2023 | 1 | 7 | $769K |
| 2024 | 1 | 12 | $690K |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
Santa Fe Trail Senior Services Inc's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Inspire Automotive Management, Inc. Retirement Plan in WI ($690K); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($690K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.