Other · DOL Form 5500 · 2022

Albuquerque Academy Retirement Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
267
Participants Below avg headcount
91st
Percentile by assets National rank
$278,762
Avg per participant High balance/head
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Official DOL plan name: Albuquerque Academy Retirement Plan · Sponsored by Albuquerque Academy · New Mexico · Educational Services

$74M in assets, 267 participants

Albuquerque Academy's Albuquerque Academy Retirement Plan reported $74M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,357 in Educational Services (4,024 peers)

Where Albuquerque Academy Retirement Plan sits by assets

Albuquerque Academy Retirement Plan sits in the top 10% of all filed plans by assets, $74M for 267 participants (~$278,762/participant), down 13.9% in 2022.

#3,357
in Educational Services (4,024 peers)
-13.9%
assets change YoY
0.7×
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.

Albuquerque Academy Retirement Plan's outsized position by total assets

Albuquerque Academy Retirement Plan vs every filed plan by assets

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

$74,429,495 Top 9% higher than 91% 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

Albuquerque Academy Retirement 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. Albuquerque Academy Retirement Plan sits mid-pack in the medium band (267 participants).

Published 5500 schedule card

Filing strip 850129165 · Albuquerque Academy PY 2022 · Other

Albuquerque Academy Retirement Plan · $74M · 267 · 91st

  • PHOTO $74M
  • IND 267
  • EOY 91st
  • 5500 Other
  • ASSETS near Winrock International Institute for Agricultural Development Defined Contribution Plan
  • PCT ind #3357

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 Educational Services retirement plans → · Plans in New Mexico →

Albuquerque Academy Retirement Plan in the asset neighbourhood

Human Resources Research Organization Defined Contribution PlanHuman Resources Research Org…$74MAlbuquerque Academy Retirement PlanAlbuquerque Academy Retireme…$74MWinrock International Institute for Agricultural Development Defined Contribution PlanWinrock International Instit…$74MAsia Foundation Defined Contribution Retirement PlanAsia Foundation Defined Cont…$74MCalifornia College of the Arts Retirement PlanCalifornia College of the Ar…$74M
End-of-year total assets ($M) among Albuquerque Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$74M
Net Income-$12M
Employer EIN850129165
Plan Effective Date1964-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albuquerque Academy)

Sponsor-wide plan assets over time

All Albuquerque Academy plans reported in each filing year

Latest sponsor-wide plan assets
$83M 10.977766273975123% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $74.4M $82.6M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 267 $74M
2023 1 281 $80M
2024 1 271 $83M

Nearby Other Plans in New Mexico

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

Albuquerque Academy Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Albuquerque Academy Retirement Plan, Total assets ($M): 74.429495 · Participants: 267Albuquerque Academy 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 ($M): 99.411613 · Participants: 389Lovelace Biomedical Research Institute Tda and DC PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($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
Albuquerque Academy Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Albuquerque Academy Retirement Plan side-by-side with 3 peers →

Albuquerque Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Winrock International Institute for Agricultural Development Defined Contribution Plan in AR ($74M); by covered participants it is Belmont Abbey College Retirement Plan in NC (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Albuquerque Academy Retirement Plan assets move in 2022? ▼
Albuquerque Academy Retirement Plan pulled back noticeably - down 13.9% during 2022, from $86M to $74M. Reported net income was -$12M.
How have Albuquerque Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albuquerque Academy's sponsor-wide assets grew 11.0%, from $74M to $83M.
Where does Albuquerque Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Albuquerque Academy Retirement Plan ranks in the 91st 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 Albuquerque Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Winrock International Institute for Agricultural Development Defined Contribution Plan in AR ($74M, 210 participants).
Which Other plans cover a similar participant headcount to Albuquerque Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Belmont Abbey College Retirement Plan in NC (267 participants, $27M 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 850129165.

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.