401(k) · DOL Form 5500 · 2022

Joseph M. Fine, P.a. 401(k) Plan

Data updated 2026-08-25

$760K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$126,608
Avg per participant Near avg balance/head
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Official DOL plan name: Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust · Sponsored by Joseph M. Fine, P.a. · New Mexico · Professional & Technical Services

$760K in assets, 6 participants

Joseph M. Fine, P.a.'s Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust reported $760K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,959 in Professional & Technical Services (21,562 peers)

Joseph M. Fine, P.a. multi-year trail

Joseph M. Fine, P.a.'s plans moved -18.1% in assets from 2022 to 2024; this filing shows Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust at $760K / 6 participants.

#3,959
in Professional & Technical Services (21,562 peers)
-9.3%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust among the smaller filed plans by assets

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$759,650 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 850285599 · Joseph M. Fine, P.a. PY 2022 · 401(k)

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust · $760K · 6 · 22nd

  • BOY $760K
  • SCH 6
  • EBSA 22nd
  • PART 401(k)
  • TYPE near The Lighting Company 401(k) Plan
  • NET ind #3959

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 New Mexico →

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and TrustJoseph M. Fine, P.a. Profit …$760KThe Lighting Company 401(k) PlanThe Lighting Company 401(k) …$760KIdaho Primary Care Association 401(k) PlanIdaho Primary Care Associati…$760KFondren Dgi 401(k)$760KSv Employment Law Firm PC Retirement PlanSv Employment Law Firm PC Re…$760K
End-of-year total assets ($M) among Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joseph M. Fine, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph M. Fine, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$622K 18.06108076087672% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.76M $0.62M ▼ -18.4%
Year Plans Participants Total Assets
2022 1 6 $760K
2023 1 6 $592K
2024 1 6 $622K

Joseph M. Fine, P.a. filing trail (2022)

Total Assets (Beginning of Year)$838K
Net Assets (End of Year)$760K
Net Income-$78K
Employer EIN850285599
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.00075965 · Participants: 6Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and TrustNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is The Lighting Company 401(k) Plan in CA ($760K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($760K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust assets move in 2022? ▼
Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust pulled back noticeably - down 9.3% during 2022, from $838K to $760K. Reported net income was -$78K.
How have Joseph M. Fine, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph M. Fine, P.a.'s sponsor-wide assets declined 18.1%, from $760K to $622K.
Where does Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Lighting Company 401(k) Plan in CA ($760K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850285599.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.