Other · DOL Form 5500 · 2022

Eugene V and Clare E Thaw Charitable Trust Retirement Plan

Data updated 2026-08-25

$935K
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$935,271
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan · Sponsored by Eugene V and Clare E Thaw Charitable Trust · New Mexico · Other Services

$935K in assets, 1 participants

Eugene V and Clare E Thaw Charitable Trust's Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan reported $935K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,994 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan ranks #3,994 of 8,398 2022 filers by assets (2146% of the sector average)-$935K for 1 participant.

#3,994
in Other Services (8,398 peers)
-10.0%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan among the smaller filed plans by assets

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan vs every filed plan by assets

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

$935,271 24th percentile higher than 24% 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

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement 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. Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 133081491 · Eugene V and Clare E Thaw Charitable Trust PY 2022 · Other

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan · $935K · 1 · 24th

  • BOY $935K
  • SCH 1
  • EBSA 24th
  • PART Other
  • TYPE near Chesapeake Academy Tax Deferred Annuity
  • NET ind #3994

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 Other Services retirement plans → · Plans in New Mexico →

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan in the asset neighbourhood

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement PlanEugene V and Clare E Thaw Ch…$935KTax Deferred Annuity Plan of Dynamic Youth Community, Inc.Tax Deferred Annuity Plan of…$939KChesapeake Academy Tax Deferred AnnuityChesapeake Academy Tax Defer…$934KSwendsey 401(k) Trust$934KMorrison Center 403(b) Retirement PlanMorrison Center 403(b) Retir…$930K
End-of-year total assets ($M) among Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$935K
Net Income-$104K
Employer EIN133081491
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eugene V and Clare E Thaw Charitable Trust)

Sponsor-wide plan assets over time

All Eugene V and Clare E Thaw Charitable Trust plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.911006542488753% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M 20222023 $0.94M $1.15M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 1 $935K
2023 1 1 $1M

Nearby Other Plans in New Mexico

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

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan, Total assets ($M): 0.935271 · Participants: 1Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement 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) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 99.411613 · Participants: 389Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($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) Plan
Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan side-by-side with 3 peers →

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Chesapeake Academy Tax Deferred Annuity in VA ($934K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($935K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan assets move in 2022? ▼
Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan pulled back noticeably - down 10.0% during 2022, from $1M to $935K. Reported net income was -$104K.
How have Eugene V and Clare E Thaw Charitable Trust plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Eugene V and Clare E Thaw Charitable Trust's sponsor-wide assets grew 22.9%, from $935K to $1M.
Where does Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan ranks in the 24th 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 Other plans are similar in size to Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Chesapeake Academy Tax Deferred Annuity in VA ($934K, 12 participants).
Which Other plans cover a similar participant headcount to Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 133081491.

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.