Plan5500

Santa Cruz, 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 Cruz, NM has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,718,949 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Santa Cruz

  • 1 loaded plans hold $8.7M in reported assets across 1 sponsors.
  • The largest, Akal Inc. 401(K) Plan, holds 100% of reported Santa Cruz plan assets.
  • Plans cover 463 participants — about 463 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,687,953
Total reported assets$8.7M$8,718,949
Total reported participants463
Total reported liabilities$31K$30,996

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$31K
Contributions & income
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)-$2.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Cruz, 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 Cruz market comparison

Largest plan share of assets100%Akal Inc. 401(K) Plan
Participants per plan463Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Santa Cruz

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

  1. 1
    Akal Inc. 401(K) Plan$8.7M
    Akal Security, Inc. · 2023

Largest plans in Santa Cruz → · Santa Cruz plans by participants → · Santa Cruz plans with financial data → · Santa Cruz plans with provider compensation → · $1B+ plans in Santa Cruz →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Santa Cruz, NM?
1 plan(s) reported by 1 sponsor(s) are loaded for Santa Cruz, NM.

Related Form 5500 pages