401(k) · DOL Form 5500 · 2024
Santa Fe Recovery Center 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $8,904
- Avg per participant Low balance/head
Official DOL plan name: Santa Fe Recovery Center 401(k) Plan · Sponsored by Santa Fe Recovery Center · New Mexico · Healthcare & Social Assistance
$2M in assets, 179 participants
Santa Fe Recovery Center's Santa Fe Recovery Center 401(k) Plan reported $2M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,090 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Mexico
Santa Fe Recovery Center 401(k) Plan covers 179 participants in New Mexico, about 49% of the average New Mexico filer (state average ~365 per filing). Assets: $2M.
- #4,090
- in Healthcare & Social Assistance (16,916 peers)
- +77.2%
- assets growth YoY
Santa Fe Recovery Center 401(k) Plan among the smaller filed plans by assets
Santa Fe Recovery Center 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,593,845 27th percentile higher than 27% 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 Recovery Center 401(k) 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 Recovery Center 401(k) Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Fe Recovery Center 401(k) Plan reported net income rose from $343K in the plan year 2023 filing to $694K in the plan year 2024 filing.
- Santa Fe Recovery Center 401(k) Plan end-of-year assets rose from $900K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Santa Fe Recovery Center 401(k) Plan reported participants rose from 177 in the plan year 2023 filing to 179 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 850216976 · Santa Fe Recovery Center PY 2024 · 401(k)
Santa Fe Recovery Center 401(k) Plan · $2M · 179 · 27th
- BOY $2M
- BOY 179
- BOY 27th
- BOY 401(k)
- BOY near Council on Aging Retirement Savings Plan
- BOY ind #4090
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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →
Santa Fe Recovery Center 401(k) Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $900K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $694K |
| Employer EIN | 850216976 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Fe Recovery Center)
Sponsor-wide plan assets over time
All Santa Fe Recovery Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 186.11729436685457% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $557K |
| 2023 | 1 | 177 | $900K |
| 2024 | 1 | 179 | $2M |
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
Santa Fe Recovery Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Council on Aging Retirement Savings Plan in VT ($2M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Davies Life & Health, Inc. (MA) 179 · 0 off
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
- Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
- Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.