Other · DOL Form 5500 · 2024

Denver Zoological Foundation Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
492
Participants Below avg headcount
78th
Percentile by assets National rank
$64,979
Avg per participant Low balance/head
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Official DOL plan name: Tax Sheltered Annuity Plan of Denver Zoological Foundation · Sponsored by Denver Zoological Foundation · Colorado · Arts, Entertainment & Recreation

$32M in assets, 492 participants

Denver Zoological Foundation's Tax Sheltered Annuity Plan of Denver Zoological Foundation reported $32M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,537 in Arts, Entertainment & Recreation (2,921 peers)

Where Tax Sheltered Annuity Plan of Denver Zoological Foundation sits by assets

Tax Sheltered Annuity Plan of Denver Zoological Foundation sits in the top quartile of all filed plans by assets, $32M for 492 participants (~$64,979/participant), up 15.4% in 2024.

#2,537
in Arts, Entertainment & Recreation (2,921 peers)
+15.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tax Sheltered Annuity Plan of Denver Zoological Foundation's outsized position by total assets

Tax Sheltered Annuity Plan of Denver Zoological Foundation vs every filed plan by assets

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

$31,969,440 Top 22% higher than 78% 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

Tax Sheltered Annuity Plan of Denver Zoological Foundation among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Sheltered Annuity Plan of Denver Zoological Foundation sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Sheltered Annuity Plan of Denver Zoological Foundation reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tax Sheltered Annuity Plan of Denver Zoological Foundation end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Tax Sheltered Annuity Plan of Denver Zoological Foundation reported participants fell from 554 in the plan year 2023 filing to 492 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840502539 · Denver Zoological Foundation PY 2024 · Other

Tax Sheltered Annuity Plan of Denver Zoological Foundation · $32M · 492 · 78th

  • SCH $32M
  • SCH 492
  • SCH 78th
  • SCH Other
  • SCH near Pathfinder International Retirement Plan
  • SCH ind #2537

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 Arts, Entertainment & Recreation retirement plans → · Plans in Colorado →

Tax Sheltered Annuity Plan of Denver Zoological Foundation in the asset neighbourhood

Tax Sheltered Annuity Plan of Denver Zoological FoundationTax Sheltered Annuity Plan o…$32MPathfinder International Retirement PlanPathfinder International Ret…$32MCombined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement PlanCombined Jewish Philanthropi…$32MSanford School 403(b) DC Plan Contribution Retirement PlanSanford School 403(b) DC Pla…$32MPresbyterian Senior Living 403(b) PlanPresbyterian Senior Living 4…$32M
End-of-year total assets ($M) among Tax Sheltered Annuity Plan of Denver Zoological Foundation and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN840502539
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Denver Zoological Foundation)

Sponsor-wide plan assets over time

All Denver Zoological Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$32M 47.074838619686055% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $32M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 509 $22M
2023 1 554 $28M
2024 1 492 $32M

Nearby Other Plans in Colorado

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

Tax Sheltered Annuity Plan of Denver Zoological Foundation vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Tax Sheltered Annuity Plan of Denver Zoological Foundation, Total assets ($B): 0.03196944 · Participants: 492Tax Sheltered Annuity Plan of Denver Zoological FoundationUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Tax Sheltered Annuity Plan of Denver Zoological Foundation vs. nearby Other plans in Colorado, assets vs. participants
Compare Tax Sheltered Annuity Plan of Denver Zoological Foundation side-by-side with 3 peers →

Tax Sheltered Annuity Plan of Denver Zoological Foundation's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Pathfinder International Retirement Plan in DC ($32M); by covered participants it is Carthage College Defined Contribution Plan in WI (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Tax Sheltered Annuity Plan of Denver Zoological Foundation assets move in 2024? ▼
Tax Sheltered Annuity Plan of Denver Zoological Foundation grew sharply - up 15.4% during 2024, from $28M to $32M. Reported net income was $4M.
How have Denver Zoological Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Denver Zoological Foundation's sponsor-wide assets grew 47.1%, from $22M to $32M.
Where does Tax Sheltered Annuity Plan of Denver Zoological Foundation rank by assets among Form 5500 filers? ▼
Tax Sheltered Annuity Plan of Denver Zoological Foundation ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tax Sheltered Annuity Plan of Denver Zoological Foundation? ▼
Among Other plans in other states, the closest by assets is Pathfinder International Retirement Plan in DC ($32M, 84 participants).
Which Other plans cover a similar participant headcount to Tax Sheltered Annuity Plan of Denver Zoological Foundation? ▼
Among Other plans in other states, the closest by covered participants is Carthage College Defined Contribution Plan in WI (492 participants, $131M 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 840502539.

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.