Santa Ana Pueblo, NM Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Santa Ana Pueblo, NM has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $24,805,969 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Santa Ana Pueblo

  • 2 loaded plans hold $24.8M in reported assets across 2 sponsors.
  • The largest, Pueblo Of Santa Ana Commercial Enterprises 401(K) Profit Sharing Plan And Trust, holds 100% of reported Santa Ana Pueblo plan assets.
  • Plans cover 1,594 participants — about 797 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.8MSummed across loaded plans$24,805,969
Total reported assets$24.8M$24,805,969
Total reported participants1.6K1,594
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.8M total assets
Net assets$24.8MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1M
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Ana Pueblo, NM plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Santa Ana Pueblo market comparison

Largest plan share of assets100%Pueblo Of Santa Ana Commercial Enterprises 401(K) Profit Sharing Plan And Trust
Participants per plan797Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Santa Ana Pueblo

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Tamaya Enterprises, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Santa Ana Pueblo, NM?
2 plan(s) reported by 2 sponsor(s) are loaded for Santa Ana Pueblo, NM.

Related Form 5500 pages