Profit Sharing · DOL Form 5500 · 2024
Santa Fe Preparatory School Profit Sharing Plan
Data updated 2026-07-24
- $18M
- Total assets
- 129
- Participants
- 68th
- Percentile by assets
- $136,817
- Avg per participant
Official DOL plan name: Santa Fe Preparatory School DC Retirement Plan · Sponsored by Santa Fe Preparatory School · New Mexico · Educational Services
$18M in assets, 129 participants
Santa Fe Preparatory School's Santa Fe Preparatory School DC Retirement Plan reported $18M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 116,472 plans)
Coverage in New Mexico
Santa Fe Preparatory School DC Retirement Plan covers 129 participants in New Mexico, about 36% of the average New Mexico filer (state average ~362 per filing). Assets: $18M.
- $18M
- total plan assets (2024 EOY)
- 129
- covered participants
- 68th
- percentile by assets (of 116,472 plans)
- $136,817
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Fe Preparatory School DC Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Santa Fe Preparatory School DC Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Santa Fe Preparatory School DC Retirement Plan reported participants fell from 132 in the plan year 2023 filing to 129 in the plan year 2024 filing.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 362 participants across 432 plans. Santa Fe Preparatory School DC Retirement Plan reports 129 participants - about 36% of that state average ($18M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 850165745 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fe Preparatory School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $15M |
| 2023 | 1 | 132 | $16M |
| 2024 | 1 | 129 | $18M |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Santa Fe Preparatory School DC Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
- Presbyterian Healthcare Services 401(a) Plan $531M · 11,854
- Presbyterian Medical Services Discretionary Contribution Plan $38M · 996
- Medinatura, Inc. Retirement Plan $15M · 31
- Bosque School Defined Contribution Retirement Plan $12M · 103
- Daniels Insurance Agency, Inc. Employees' Incentive Trust $10M · 36
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Santa Fe Preparatory School DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Santa Fe Preparatory School DC Retirement Plan assets move in 2024? ▼
How have Santa Fe Preparatory School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Santa Fe Preparatory School DC Retirement Plan? ▼
Next read for Santa Fe Preparatory School DC Retiremen…
Filing takeaways
Ways to act on Santa Fe Preparatory School DC Retirement Plan's numbers.
- By total assets, Santa Fe Preparatory School DC Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Santa Fe Preparatory School's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Educational Services plans
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 850165745.
Read our methodology - how this data is sourced, computed, and verified.