401(k) · DOL Form 5500 · 2024
Pueblo of Santa Ana 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 716
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $38,069
- Avg per participant Low balance/head
Official DOL plan name: Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust · Sponsored by Pueblo of Santa Ana · New Mexico · Arts, Entertainment & Recreation
$27M in assets, 716 participants
Pueblo of Santa Ana's Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust reported $27M in total assets and 716 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,489 in Arts, Entertainment & Recreation (2,921 peers)
Where Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust sits by assets
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 716 participants (~$38,069/participant), up 9.9% in 2024.
- #2,489
- in Arts, Entertainment & Recreation (2,921 peers)
- +9.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,257,265 Top 24% higher than 76% 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
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust 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. Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (716 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust reported participants fell from 758 in the plan year 2023 filing to 716 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 850217024 · Pueblo of Santa Ana PY 2024 · 401(k)
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust · $27M · 716 · 76th
- BOY $27M
- SCH 716
- EBSA 76th
- PART 401(k)
- TYPE near Mdj&w 401(k) Plan
- NET ind #2489
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 New Mexico →
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 850217024 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pueblo of Santa Ana)
Sponsor-wide plan assets over time
All Pueblo of Santa Ana plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 31.6678512809727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 859 | $21M |
| 2023 | 1 | 758 | $25M |
| 2024 | 1 | 716 | $27M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Mdj&w 401(k) Plan in TX ($27M); by covered participants it is Toa (USA) 401(k) Plan in IN (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Mdj&w 401(k) Plan (TX) $27M · 113
- Tld USA Profit Sharing and Savings Plan (CT) $27M · 493
- Santa Catalina Island Savings Plan (CA) $27M · 321
- Upright Holdings Retirement Savings Plan (TN) $27M · 490
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- Toa (USA) 401(k) Plan (IN) 716 · 0 off
- Allegro Microsystems, LLC Employees' Retirement Savings Plan (NH) 716 · 0 off
- Blarney Castle Oil Co. 401(k) Plan (MI) 716 · 0 off
- Main Street Rural Health LLC 401(k) Plan (TN) 716 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.