401(k) · DOL Form 5500 · 2022

Thornburg Investment Management, Incorporated 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
255
Participants Below avg headcount
94th
Percentile by assets National rank
$475,820
Avg per participant High balance/head
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Official DOL plan name: Thornburg Investment Management, Incorporated 401(k) Plan · Sponsored by Thornburg Investment Management, Incorporated · New Mexico · Finance & Insurance

$121M in assets, 255 participants

Thornburg Investment Management, Incorporated's Thornburg Investment Management, Incorporated 401(k) Plan reported $121M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,313 in Finance & Insurance (9,261 peers)

Where Thornburg Investment Management, Incorporated 401(k) Plan sits by assets

Thornburg Investment Management, Incorporated 401(k) Plan sits in the top 10% of all filed plans by assets, $121M for 255 participants (~$475,820/participant), down 12.6% in 2022.

#8,313
in Finance & Insurance (9,261 peers)
-12.6%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thornburg Investment Management, Incorporated 401(k) Plan's outsized position by total assets

Thornburg Investment Management, Incorporated 401(k) Plan vs every filed plan by assets

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

$121,334,039 Top 6% higher than 94% 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

Thornburg Investment Management, Incorporated 401(k) 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. Thornburg Investment Management, Incorporated 401(k) Plan sits mid-pack in the medium band (255 participants).

Plan-year Form 5500 strip

Filing strip 850301299 · Thornburg Investment Management, Incorporated PY 2022 · 401(k)

Thornburg Investment Management, Incorporated 401(k) Plan · $121M · 255 · 94th

  • VS-ST $121M
  • VS-ST 255
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near Farmers Mutual Hail Tax Deferred Savings Plan
  • VS-ST ind #8313

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 Finance & Insurance retirement plans → · Plans in New Mexico →

Thornburg Investment Management, Incorporated 401(k) Plan in the asset neighbourhood

Penn Engineering 401(k) Plan$121MFarmers Mutual Hail Tax Deferred Savings PlanFarmers Mutual Hail Tax Defe…$121MThornburg Investment Management, Incorporated 401(k) PlanThornburg Investment Managem…$121MAustin Powder 401(k) Profit Sharing PlanAustin Powder 401(k) Profit …$121MMcglinchey Stafford, PLLC Retirement Savings PlanMcglinchey Stafford, PLLC Re…$121M
End-of-year total assets ($M) among Thornburg Investment Management, Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$121M
Net Income-$18M
Employer EIN850301299
Plan Effective Date2003-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Thornburg Investment Management, Incorporated)

Sponsor-wide plan assets over time

All Thornburg Investment Management, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$156M 28.867530734718226% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $121M $156M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 255 $121M
2023 1 244 $145M
2024 1 244 $156M

Nearby 401(k) Plans in New Mexico

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

Thornburg Investment Management, Incorporated 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Thornburg Investment Management, Incorporated 401(k) Plan, Total assets ($B): 0.121334039 · Participants: 255Thornburg Investment Management, Incorporated 401(k) 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
Thornburg Investment Management, Incorporated 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Thornburg Investment Management, Incorporated 401(k) Plan side-by-side with 3 peers →

Thornburg Investment Management, Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Farmers Mutual Hail Tax Deferred Savings Plan in IA ($121M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Thornburg Investment Management, Incorporated 401(k) Plan assets move in 2022? ▼
Thornburg Investment Management, Incorporated 401(k) Plan pulled back noticeably - down 12.6% during 2022, from $139M to $121M. Reported net income was -$18M.
How have Thornburg Investment Management, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thornburg Investment Management, Incorporated's sponsor-wide assets grew 28.9%, from $121M to $156M.
Where does Thornburg Investment Management, Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼
Thornburg Investment Management, Incorporated 401(k) Plan ranks in the 94th 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 401(k) plans are similar in size to Thornburg Investment Management, Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers Mutual Hail Tax Deferred Savings Plan in IA ($121M, 554 participants).
Which 401(k) plans cover a similar participant headcount to Thornburg Investment Management, Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lincoln Manufacturing 401(k) Plan in TX (255 participants, N/A 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 850301299.

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.