Other · DOL Form 5500 · 2022

Lovelace Biomedical Research Institute Retirement Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
389
Participants Below avg headcount
93rd
Percentile by assets National rank
$255,557
Avg per participant Above avg balance/head
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Official DOL plan name: Lovelace Biomedical Research Institute Tda and DC Plan · Sponsored by Lovelace Biomedical Research Institute · New Mexico · Professional & Technical Services

$99M in assets, 389 participants

Lovelace Biomedical Research Institute's Lovelace Biomedical Research Institute Tda and DC Plan reported $99M in total assets and 389 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,226 in Professional & Technical Services (21,562 peers)

Where Lovelace Biomedical Research Institute Tda and DC Plan sits by assets

Lovelace Biomedical Research Institute Tda and DC Plan sits in the top 10% of all filed plans by assets, $99M for 389 participants (~$255,557/participant), down 10.7% in 2022.

#20,226
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lovelace Biomedical Research Institute Tda and DC Plan's outsized position by total assets

Lovelace Biomedical Research Institute Tda and DC Plan vs every filed plan by assets

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

$99,411,613 Top 7% higher than 93% 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

Lovelace Biomedical Research Institute Tda and DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lovelace Biomedical Research Institute Tda and DC Plan sits mid-pack in the medium band (389 participants).

Plan-year Form 5500 strip

Filing strip 850110669 · Lovelace Biomedical Research Institute PY 2022 · Other

Lovelace Biomedical Research Institute Tda and DC Plan · $99M · 389 · 93rd

  • TYPE $99M
  • TYPE 389
  • TYPE 93rd
  • TYPE Other
  • TYPE near Melrosewakefield Healthcare 403(b) Plan
  • TYPE ind #20226

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 →

Lovelace Biomedical Research Institute Tda and DC Plan in the asset neighbourhood

The Wistar Institute Retirement Savings ProgramThe Wistar Institute Retirem…$100MFinancial Accounting Foundation Employees' Tax Sheltered Annuity PlanFinancial Accounting Foundat…$100MLovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$99MMelrosewakefield Healthcare 403(b) PlanMelrosewakefield Healthcare …$99MMount Saint Mary's University 403(b) Retirement PlMount Saint Mary's Universit…$99M
End-of-year total assets ($M) among Lovelace Biomedical Research Institute Tda and DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$99M
Net Income-$12M
Employer EIN850110669
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lovelace Biomedical Research Institute)

Sponsor-wide plan assets over time

All Lovelace Biomedical Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$123M 23.48298784770749% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $99.4M $123M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 389 $99M
2023 1 419 $111M
2024 1 418 $123M

Nearby Other Plans in New Mexico

Peer Other plans, same state, same plan type, ranked by total assets.

Lovelace Biomedical Research Institute Tda and DC Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Lovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 99.411613 · Participants: 389Lovelace Biomedical Research Institute Tda and DC PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 729.250284 · Participants: 11300Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 119.251281 · Participants: 1835San Juan Regional Medical Center 403(b) PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 74.429495 · Participants: 267Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 27.274821 · Participants: 473First Choice Community Healthcare 403(b) PlanHoly Cross Hospital Retirement Savings Plan, Total assets ($M): 22.330121 · Participants: 465Holy Cross Hospital Retirement Savings Plan
Lovelace Biomedical Research Institute Tda and DC Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Lovelace Biomedical Research Institute Tda and DC Plan side-by-side with 3 peers →

Lovelace Biomedical Research Institute Tda and DC Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Melrosewakefield Healthcare 403(b) Plan in MA ($99M); by covered participants it is Atlantic Council of the United States 403(b)DC Plan in DC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Lovelace Biomedical Research Institute Tda and DC Plan assets move in 2022? ▼
Lovelace Biomedical Research Institute Tda and DC Plan pulled back noticeably - down 10.7% during 2022, from $111M to $99M. Reported net income was -$12M.
How have Lovelace Biomedical Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lovelace Biomedical Research Institute's sponsor-wide assets grew 23.5%, from $99M to $123M.
Where does Lovelace Biomedical Research Institute Tda and DC Plan rank by assets among Form 5500 filers? ▼
Lovelace Biomedical Research Institute Tda and DC Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Lovelace Biomedical Research Institute Tda and DC Plan? ▼
Among Other plans in other states, the closest by assets is Melrosewakefield Healthcare 403(b) Plan in MA ($99M, 2,046 participants).
Which Other plans cover a similar participant headcount to Lovelace Biomedical Research Institute Tda and DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Atlantic Council of the United States 403(b)DC Plan in DC (389 participants, $16M 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 850110669.

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.