401(k) · DOL Form 5500 · 2022

Family Medicine Partners of Santa Fe, P.C. 401(k) Plan

Data updated 2026-08-25

$477K
Total assets Small plan by assets
9
Participants Small participant base
18th
Percentile by assets National rank
$53,024
Avg per participant Low balance/head
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Official DOL plan name: Family Medicine Partners of Santa Fe Retirement Plan · Sponsored by Family Medicine Partners of Santa Fe, P.C. · New Mexico · Healthcare & Social Assistance

$477K in assets, 9 participants

Family Medicine Partners of Santa Fe, P.C.'s Family Medicine Partners of Santa Fe Retirement Plan reported $477K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,774 in Healthcare & Social Assistance (20,060 peers)

Family Medicine Partners of Santa Fe, P.C. multi-year trail

Family Medicine Partners of Santa Fe, P.C.'s plans moved +62.9% in assets from 2022 to 2024; this filing shows Family Medicine Partners of Santa Fe Retirement Plan at $477K / 9 participants.

#2,774
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Family Medicine Partners of Santa Fe Retirement Plan among the smaller filed plans by assets

Family Medicine Partners of Santa Fe Retirement Plan vs every filed plan by assets

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

$477,219 18th percentile higher than 18% 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

Family Medicine Partners of Santa Fe 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. Family Medicine Partners of Santa Fe Retirement Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 465572166 · Family Medicine Partners of Santa Fe, P.C. PY 2022 · 401(k)

Family Medicine Partners of Santa Fe Retirement Plan · $477K · 9 · 18th

  • IND $477K
  • EOY 9
  • 5500 18th
  • ASSETS 401(k)
  • PCT near Paradigm Malibu 401(k) Plan
  • EIN ind #2774

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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →

Family Medicine Partners of Santa Fe Retirement Plan in the asset neighbourhood

Family Medicine Partners of Santa Fe Retirement PlanFamily Medicine Partners of …$477KParadigm Malibu 401(k) Plan$477KPorterfield Investment Plan$477KSuspension Services, Inc. 401(k) PlanSuspension Services, Inc. 40…$477KAdvantage Title LLC 401(k) PlanAdvantage Title LLC 401(k) P…$477K
End-of-year total assets ($M) among Family Medicine Partners of Santa Fe Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Family Medicine Partners of Santa Fe, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Family Medicine Partners of Santa Fe, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$777K 62.91031999983237% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.48M $0.78M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 9 $477K
2023 1 4 $633K
2024 1 6 $777K

Family Medicine Partners of Santa Fe, P.C. filing trail (2022)

Total Assets (Beginning of Year)$528K
Net Assets (End of Year)$477K
Net Income-$50K
Employer EIN465572166
Plan Effective Date2015-01-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Family Medicine Partners of Santa Fe Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Family Medicine Partners of Santa Fe Retirement Plan, Total assets ($B): 0.000477219 · Participants: 9Family Medicine Partners of Santa Fe Retirement PlanNtess 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
Family Medicine Partners of Santa Fe Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Family Medicine Partners of Santa Fe Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Paradigm Malibu 401(k) Plan in CA ($477K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($477K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Family Medicine Partners of Santa Fe Retirement Plan assets move in 2022?
Family Medicine Partners of Santa Fe Retirement Plan pulled back noticeably - down 9.5% during 2022, from $528K to $477K. Reported net income was -$50K.
How have Family Medicine Partners of Santa Fe, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Family Medicine Partners of Santa Fe, P.C.'s sponsor-wide assets grew 62.9%, from $477K to $777K.
Where does Family Medicine Partners of Santa Fe Retirement Plan rank by assets among Form 5500 filers?
Family Medicine Partners of Santa Fe Retirement Plan ranks in the 18th 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 Family Medicine Partners of Santa Fe Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Paradigm Malibu 401(k) Plan in CA ($477K, 139 participants).
Which 401(k) plans cover a similar participant headcount to Family Medicine Partners of Santa Fe Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).