Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Tax Sheltered Annuity Plan of Denver Zoological Foundation

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Denver Zoological Foundation · Colorado · Arts, Entertainment & Recreation

What the 2023 filing shows

Tax Sheltered Annuity Plan of Denver Zoological Foundation holds $32M for 492 participants — about $64,979 per participant, up 15.4% over the 2024 plan year.

$32M
total plan assets (2024 EOY)
492
covered participants
$64,979
avg assets per participant
+15.4%
assets growth YoY
Total Assets (2023)
$32M
Participants
492
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Tax Sheltered Annuity Plan of Denver Zoological Foundation

Tax Sheltered Annuity Plan of Denver Zoological Foundation is a Profit Sharing retirement plan sponsored by Denver Zoological Foundation, headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 492 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 840502539, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2024 to $32M at year-end — a gain of 15.4%. Net assets (after liabilities) closed the year at $32M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Denver Zoological Foundation)

Year Plans Participants Total Assets
2022 1 509 $22M
2023 1 554 $28M
2024 1 492 $32M

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Tax Sheltered Annuity Plan of Denver Zoological Foundation?
As of the 2024 Form 5500 filing, Tax Sheltered Annuity Plan of Denver Zoological Foundation holds $32M in total assets with 492 participants. It is sponsored by Denver Zoological Foundation.
What type of plan is Tax Sheltered Annuity Plan of Denver Zoological Foundation?
Tax Sheltered Annuity Plan of Denver Zoological Foundation is a Profit Sharing plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 840502539.
Who sponsors the Tax Sheltered Annuity Plan of Denver Zoological Foundation?
Tax Sheltered Annuity Plan of Denver Zoological Foundation is sponsored by Denver Zoological Foundation, located in Colorado. The sponsor's EIN is 840502539 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Tax Sheltered Annuity Plan of Denver Zoological Foundation perform in 2024?
Tax Sheltered Annuity Plan of Denver Zoological Foundation grew by 15.4% during 2024, moving from $28M to $32M in total assets. Net income was $4M.
Where can I find official filings for Tax Sheltered Annuity Plan of Denver Zoological Foundation?
Official Form 5500 filings for Tax Sheltered Annuity Plan of Denver Zoological Foundation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840502539 or plan name at efast.dol.gov.
How does Tax Sheltered Annuity Plan of Denver Zoological Foundation compare to other plans?
You can compare Tax Sheltered Annuity Plan of Denver Zoological Foundation against other Profit Sharing plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.