401(k) · DOL Form 5500 · 2024
Santee Sioux Nation 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 290
- Participants Below avg headcount
- 26th
- Percentile by assets National rank
- $4,970
- Avg per participant Low balance/head
Official DOL plan name: Collaborative Retirement Trust · Sponsored by Santee Sioux Nation · Nebraska · Professional & Technical Services
$1M in assets, 290 participants
Santee Sioux Nation's Collaborative Retirement Trust reported $1M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #4,352 in Professional & Technical Services (20,173 peers)
Santee Sioux Nation multi-year trail
Santee Sioux Nation's plans moved +92.0% in assets from 2022 to 2024; this filing shows Collaborative Retirement Trust at $1M / 290 participants.
- #4,352
- in Professional & Technical Services (20,173 peers)
- +24.4%
- assets growth YoY
Collaborative Retirement Trust among the smaller filed plans by assets
Collaborative Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,441,430 26th percentile higher than 26% 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
Collaborative Retirement 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. Collaborative Retirement Trust sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Collaborative Retirement Trust reported participants rose from 218 in the plan year 2023 filing to 290 in the plan year 2024 filing.
- Collaborative Retirement Trust reported net income fell from $408K in the plan year 2023 filing to $283K in the plan year 2024 filing.
- Collaborative Retirement Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 470533471 · Santee Sioux Nation PY 2024 · 401(k)
Collaborative Retirement Trust · $1M · 290 · 26th
- ASSETS $1M
- ASSETS 290
- ASSETS 26th
- ASSETS 401(k)
- ASSETS near Hinterland Group 401(k) Plan
- ASSETS ind #4352
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 Professional & Technical Services retirement plans → · Plans in Nebraska →
Collaborative Retirement Trust in the asset neighbourhood
Santee Sioux Nation multi-year asset trail
Sponsor-wide plan assets over time
All Santee Sioux Nation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 91.95980301024635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $751K |
| 2023 | 1 | 218 | $1M |
| 2024 | 1 | 290 | $1M |
Santee Sioux Nation filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $283K |
| Employer EIN | 470533471 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Collaborative Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Hinterland Group 401(k) Plan in FL ($1M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Hinterland Group 401(k) Plan (FL) $1M · 105
- Four Stars Auto Ranch 401(k) Profit Sharing Plan (TX) $1M · 140
- Company Retirement Plan (PA) $1M · 33
- American Boiler, Inc. 401(k) Plan (VA) $1M · 24
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
- Bcinsourcing, LLC 401(k) Plan (KS) 290 · 0 off
- Care Partners Assisted Living Retirement Plan (WI) 290 · 0 off
- Western Holding Group, Inc. Profit Sharing & 401(k) Plan (MO) 290 · 0 off
- The Expo Group, LLC Employer 401(k) Plan (TX) 290 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.