Profit Sharing · DOL Form 5500 · 2022

Bosque School Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
62nd
Percentile by assets National rank
$75,814
Avg per participant Below avg balance/head
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Official DOL plan name: Bosque School Defined Contribution Retirement Plan · Sponsored by Bosque School · New Mexico · Educational Services

$9M in assets, 115 participants

Bosque School's Bosque School Defined Contribution Retirement Plan reported $9M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,824 in Educational Services (4,024 peers)

Coverage in New Mexico

Bosque School Defined Contribution Retirement Plan covers 115 participants in New Mexico, about 32% of the average New Mexico filer (state average ~365 per filing). Assets: $9M.

#1,824
in Educational Services (4,024 peers)
-18.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bosque School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Bosque School Defined Contribution Retirement Plan vs every filed plan by assets

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

$8,718,615 Top 38% higher than 62% 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

Bosque School Defined Contribution 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. Bosque School Defined Contribution Retirement Plan sits mid-pack in the medium band (115 participants).

EBSA filing schedule strip

Filing strip 850420092 · Bosque School PY 2022 · Profit Sharing

Bosque School Defined Contribution Retirement Plan · $9M · 115 · 62nd

  • PHOTO $9M
  • IND 115
  • EOY 62nd
  • 5500 Profit Sharing
  • ASSETS near Midlands Management Corporation 401(k) Plan
  • PCT ind #1824

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 →

Bosque School Defined Contribution Retirement Plan in the asset neighbourhood

Carl M. Buck Building Co. Profit Sharing PlanCarl M. Buck Building Co. Pr…$9MBosque School Defined Contribution Retirement PlanBosque School Defined Contri…$9MMidlands Management Corporation 401(k) PlanMidlands Management Corporat…$9MEdgewood 403(b) Plan$9M403(b) Thrift Plan for Community Health Programs, Inc.403(b) Thrift Plan for Commu…$9M
End-of-year total assets ($M) among Bosque School Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN850420092
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bosque School)

Sponsor-wide plan assets over time

All Bosque School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 35.5199650403189% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.72M $11.8M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 97 $10M
2024 1 103 $12M

Nearby Profit Sharing Plans in New Mexico

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

Bosque School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Bosque School Defined Contribution Retirement Plan, Total assets ($M): 8.718615 · Participants: 115Bosque School Defined Contribution Retirement PlanPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 372.088163 · Participants: 11300Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 30.352156 · Participants: 989Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 14.540165 · Participants: 174Santa Fe Preparatory School DC Retirement PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 14.399508 · Participants: 32Medinatura, Inc. Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 11.112387 · Participants: 109T & R Market Profit Sharing Plan
Bosque School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Bosque School Defined Contribution Retirement Plan side-by-side with 3 peers →

Bosque School Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Midlands Management Corporation 401(k) Plan in OK ($9M); by covered participants it is Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan in CA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Bosque School Defined Contribution Retirement Plan assets move in 2022? ▼
Bosque School Defined Contribution Retirement Plan declined sharply - down 18.0% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Bosque School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bosque School's sponsor-wide assets grew 35.5%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Bosque School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Midlands Management Corporation 401(k) Plan in OK ($9M, 74 participants).
Which Profit Sharing plans cover a similar participant headcount to Bosque School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan in CA (115 participants, $21M 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 850420092.

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.