Plan5500

Sante Fe, 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, Sante Fe, NM has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,263,289 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 Sante Fe

  • 2 loaded plans hold $1.3M in reported assets across 2 sponsors.
  • The largest, Tom Taylor, Inc. Profit Sharing Plan, holds 100% of reported Sante Fe plan assets.
  • Plans cover 170 participants — about 85 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,263,289
Total reported assets$1.3M$1,263,289
Total reported participants170
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$303
Net increase / (decrease)-$15.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sante Fe, 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

Sante Fe market comparison

Largest plan share of assets100%Tom Taylor, Inc. Profit Sharing Plan
Participants per plan85Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sante Fe

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

  1. 1
    Tom Taylor, Inc. Profit Sharing Plan$1.3M
    Tom Taylor, Inc. · 2023
  2. 2
    La Familia Medical Plannot reported in the loaded dataset
    La Familia Medical Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages