Other · DOL Form 5500 · 2022
Lobo Energy, Incorporated Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $128,282
- Avg per participant Near avg balance/head
Official DOL plan name: Lobo Energy Incorporated 403(b) DC Plan · Sponsored by Lobo Energy, Incorporated · New Mexico · Professional & Technical Services
$1M in assets, 8 participants
Lobo Energy, Incorporated's Lobo Energy Incorporated 403(b) DC Plan reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,622 in Professional & Technical Services (21,562 peers)
Lobo Energy, Incorporated multi-year trail
Lobo Energy, Incorporated's plans moved +75.1% in assets from 2022 to 2024; this filing shows Lobo Energy Incorporated 403(b) DC Plan at $1M / 8 participants.
- #4,622
- in Professional & Technical Services (21,562 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lobo Energy Incorporated 403(b) DC Plan among the smaller filed plans by assets
Lobo Energy Incorporated 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,026,257 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lobo Energy Incorporated 403(b) DC Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lobo Energy Incorporated 403(b) DC Plan is a micro filing (8 participants), the leftmost band.
DOL schedule card
Filing strip 850459211 · Lobo Energy, Incorporated PY 2022 · Other
Lobo Energy Incorporated 403(b) DC Plan · $1M · 8 · 25th
- PART $1M
- PART 8
- PART 25th
- PART Other
- PART near 403(b) Thrift Plan of Community Housing Partnership
- PART ind #4622
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 →
Lobo Energy Incorporated 403(b) DC Plan in the asset neighbourhood
Lobo Energy, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Lobo Energy, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 75.1343961600262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 8 | $1M |
| 2024 | 1 | 7 | $2M |
Lobo Energy, Incorporated filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$18K |
| Employer EIN | 850459211 |
| Plan Effective Date | 2000-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $729M · 11,300
- San Juan Regional Medical Center 403(b) Plan $119M · 1,835
- Lovelace Biomedical Research Institute Tda and DC Plan $99M · 389
- Albuquerque Academy Retirement Plan $74M · 267
- First Choice Community Healthcare 403(b) Plan $27M · 473
Lobo Energy Incorporated 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is 403(b) Thrift Plan of Community Housing Partnership in CA ($1M); by covered participants it is Thrift Plan for Employees of Second Wind Dreams, Inc. in GA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.