Other · DOL Form 5500 · 2022

Albuquerque Academy Retirement Plan

Data updated 2026-08-11

$74M
Total assets
267
Participants
91st
Percentile by assets
$278,762
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$74M
total plan assets (2022 EOY)
267
covered participants
91st
percentile by assets (of 139,126 plans)
$278,762
avg assets per participant

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 vs the 2022 asset distribution

By assets, Albuquerque Academy Retirement Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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)

$70M$75M$80M$85M 202220232024 $74.4M $82.6M ▲ +11.0%
Total plan assets by year, all Albuquerque Academy plans on file
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

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 …Presbyterian Healthc…San Juan Regional Me…Lovelace Biomedical …First Choice Communi…Holy Cross Hospital …
Albuquerque Academy Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Albuquerque Academy Retirement Plan by total assets, not by location.

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).

Next read for Albuquerque Academy Retirement Plan

Scale reading

Ways to act on Albuquerque Academy Retirement Plan's numbers.