Profit Sharing · DOL Form 5500 · 2024
Santa Fe Preparatory School Profit Sharing Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $136,817
- Avg per participant Near avg balance/head
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.
- #1,840 in Educational Services (3,638 peers)
Coverage in New Mexico
Santa Fe Preparatory School DC Retirement Plan covers 129 participants in New Mexico, about 35% of the average New Mexico filer (state average ~365 per filing). Assets: $18M.
- #1,840
- in Educational Services (3,638 peers)
- +8.1%
- assets growth YoY
Santa Fe Preparatory School DC Retirement Plan's outsized position by total assets
Santa Fe Preparatory School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,649,427 Top 32% higher than 68% 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 Preparatory School DC Retirement Plan 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. Santa Fe Preparatory School DC Retirement Plan sits mid-pack in the medium band (129 participants).
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.
EBSA filing schedule strip
Filing strip 850165745 · Santa Fe Preparatory School PY 2024 · Profit Sharing
Santa Fe Preparatory School DC Retirement Plan · $18M · 129 · 68th
- BOY $18M
- SCH 129
- EBSA 68th
- PART Profit Sharing
- TYPE near Family Tree Productions Inc Profit Sharing Plan
- NET ind #1840
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 New Mexico →
Santa Fe Preparatory School DC Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Santa Fe Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.3839526580338% vs 2022
- 2024 filing year
| 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.
- Presbyterian Healthcare Services 401(a) Plan $531M · 11,854
- Presbyterian Medical Services Discretionary Contribution Plan $38M · 996
- Medinatura, Inc. Retirement Plan $15M · 31
- T & R Market Profit Sharing Plan $13M · 91
- Bosque School Defined Contribution Retirement Plan $12M · 103
Santa Fe Preparatory School DC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Family Tree Productions Inc Profit Sharing Plan in CA ($18M); by covered participants it is Cinnaire Corporation Profit Sharing Plan in MI (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Cinnaire Corporation Profit Sharing Plan (MI) 129 · 0 off
- Teva Pr LLC Savings Plan (NJ) 129 · 0 off
- Cattaraugus Community Action , Inc. 403(b) Plan (NY) 129 · 0 off
- Seven Acres Jewish Senior Care Services Retirement Plan (TX) 129 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.