Other · DOL Form 5500 · 2024
Sandia Preparatory School Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 86
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $292,356
- Avg per participant High balance/head
Official DOL plan name: Sandia Preparatory School Defined Contribution Retirement Plan · Sponsored by Sandia Preparatory School · New Mexico · Educational Services
$25M in assets, 86 participants
Sandia Preparatory School's Sandia Preparatory School Defined Contribution Retirement Plan reported $25M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,123 in Educational Services (3,638 peers)
Sandia Preparatory School multi-year trail
Sandia Preparatory School's plans moved +25.3% in assets from 2022 to 2024; this filing shows Sandia Preparatory School Defined Contribution Retirement Plan at $25M / 86 participants.
- #2,123
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
Sandia Preparatory School Defined Contribution Retirement Plan's outsized position by total assets
Sandia Preparatory School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,142,605 Top 26% higher than 74% 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
Sandia Preparatory School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sandia Preparatory School Defined Contribution Retirement Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sandia Preparatory School Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sandia Preparatory School Defined Contribution Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Sandia Preparatory School Defined Contribution Retirement Plan reported participants fell from 91 in the plan year 2023 filing to 86 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 850196115 · Sandia Preparatory School PY 2024 · Other
Sandia Preparatory School Defined Contribution Retirement Plan · $25M · 86 · 74th
- EBSA $25M
- PART 86
- TYPE 74th
- NET Other
- BOOK near Riverview School, Inc. 403(b) Retirement Plan
- VS-ST ind #2123
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 →
Sandia Preparatory School Defined Contribution Retirement Plan in the asset neighbourhood
Sandia Preparatory School multi-year asset trail
Sponsor-wide plan assets over time
All Sandia Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 25.313038313008708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $20M |
| 2023 | 1 | 91 | $23M |
| 2024 | 1 | 86 | $25M |
Sandia Preparatory School filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 850196115 |
| Plan Effective Date | 1970-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
- San Juan Regional Medical Center 403(b) Plan $142M · 1,883
- Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
- Albuquerque Academy Retirement Plan $83M · 271
- Holy Cross Hospital Retirement Savings Plan $27M · 491
Sandia Preparatory School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Riverview School, Inc. 403(b) Retirement Plan in MA ($25M); by covered participants it is Wheaton Academy 403(b) DC Plan in IL (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Riverview School, Inc. 403(b) Retirement Plan (MA) $25M · 288
- Father Flanagan's Boys' Home Tax Favored Savings Plan (NE) $25M · 295
- The New England Center for Children, Inc. Tax Deferred Annuity Plan (MA) $25M · 432
- Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan (WI) $25M · 1,397
Similar participant headcount
Nearest other-state filings by covered participants (86 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.