401(k) · DOL Form 5500 · 2023

Shonto Governing Board of Education, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 161
Participants Small participant base: 39th
Percentile by assets National rank: $23,542
Avg per participant Low balance/head

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Official DOL plan name: Sps Retirement Plan · Sponsored by Shonto Governing Board of Education, Inc. · Arizona · Educational Services

$4M in assets, 161 participants

Shonto Governing Board of Education, Inc.'s Sps Retirement Plan reported $4M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#965 in Educational Services (3,735 peers)

Coverage in Arizona

Sps Retirement Plan covers 161 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#965
in Educational Services (3,735 peers): +10.2%
assets growth YoY

Sps Retirement Plan's mid-pack asset rank among Educational Services and all filers

Sps Retirement Plan vs every filed plan by assets

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

$3,790,289 39th percentile higher than 39% of 127,068 filed plans

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

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

Sps Retirement Plan 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. Sps Retirement Plan sits mid-pack in the medium band (161 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sps Retirement Plan reported net income fell from $443K in the plan year 2022 filing to $350K in the plan year 2023 filing.
Sps Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Sps Retirement Plan reported participants fell from 165 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860827306 · Shonto Governing Board of Education, Inc. PY 2023 · 401(k)

Sps Retirement Plan · $4M · 161 · 39th

TYPE $4M
NET 161
BOOK 39th
VS-ST 401(k)
BOY near Occidental Entertainment Group Holdings, Inc. 401(k) Plan
SCH ind #965

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 Arizona →

End-of-year total assets ($M) among Sps Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$350K
Employer EIN	860827306
Plan Effective Date	2003-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shonto Governing Board of Education, Inc.)

Latest sponsor-wide plan assets: $4M 24.866845997677707% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	165	$3M
2023	1	161	$4M
2024	1	152	$4M

Nearby 401(k) Plans in Arizona

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

Sps Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Sps Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Occidental Entertainment Group Holdings, Inc. 401(k) Plan in CA ($4M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Occidental Entertainment Group Holdings, Inc. 401(k) Plan (CA) $4M · 28
General Asphalt Co, Inc. 401(k) Profit Sharing Plan (FL) $4M · 190
Clark's Market, Inc. 401(k) Profit Sharing Plan (CO) $4M · 170
Fernandez 401(k) and Profit Sharing Plan (HI) $4M · 38

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

Kansas Crossing Casino, Lc 401(k) Plan (KS) 161 · 0 off
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan (PA) 161 · 0 off
Burke Beverage, Inc. 401(k) Plan (IL) 161 · 0 off
Arrow Gear Incentive Savings Plan (NY) 161 · 0 off

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 Sps Retirement Plan assets move in 2023? ▼

Sps Retirement Plan grew at a solid clip - up 10.2% during 2023, from $3M to $4M. Reported net income was $350K.

How have Shonto Governing Board of Education, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shonto Governing Board of Education, Inc.'s sponsor-wide assets grew 24.9%, from $3M to $4M.

Which 401(k) plans are similar in size to Sps Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Occidental Entertainment Group Holdings, Inc. 401(k) Plan in CA ($4M, 28 participants).

Which 401(k) plans cover a similar participant headcount to Sps Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 860827306.