COLLABORATIVE RETIREMENT TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SANTEE SIOUX NATION
This Profit Sharing plan holds $1M in total assets and serves 290 participants as of 2024. It is sponsored by SANTEE SIOUX NATION in Nebraska. The plan reported positive net income of $283K for the year.
What the Filing Says About COLLABORATIVE RETIREMENT TRUST
COLLABORATIVE RETIREMENT TRUST is a Profit Sharing retirement plan sponsored by SANTEE SIOUX NATION, headquartered in Nebraska. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 290 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 470533471, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1M at the beginning of 2024 to $1M at year-end — a gain of 24.4%. Net assets (after liabilities) closed the year at $1M, with reported net income of $283K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $1M |
| Total Assets (End of Year) | $1M |
| Net Assets (End of Year) | $1M |
| Net Income | $283K |
| Plan Type | Profit Sharing |
| Employer EIN | 470533471 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SANTEE SIOUX NATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $751K |
| 2023 | 1 | 218 | $1M |
| 2024 | 1 | 290 | $1M |
Nearby Profit Sharing Plans in Nebraska
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS $805M · 9,430
- NEBRASKA MEDICINE RETIREMENT PLAN - EMPLOYEE CONTRIBUTIONS $642M · 9,430
- RETIREMENT PLAN OF CREIGHTON UNIVERSITY $633M · 3,596
- CHILDREN'S HOSPITAL & MEDICAL CENTER 403(B) PLAN $397M · 3,405
- NEBRASKA PEDIATRIC PRACTICE, INC. SECTION 403(B) RETIREMENT PLAN $101M · 282
Related Data
Guides
Frequently Asked Questions
How much money is in the COLLABORATIVE RETIREMENT TRUST? ▼
What type of plan is COLLABORATIVE RETIREMENT TRUST? ▼
Who sponsors the COLLABORATIVE RETIREMENT TRUST? ▼
How did COLLABORATIVE RETIREMENT TRUST perform in 2024? ▼
Where can I find official filings for COLLABORATIVE RETIREMENT TRUST? ▼
How does COLLABORATIVE RETIREMENT TRUST compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 470533471.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.