Profit Sharing · DOL Form 5500 · 2022

Bosque School Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
115
Participants
62nd
Percentile by assets
$75,814
Avg per participant
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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.

  • 62nd percentile by assets (of 139,126 plans)
  • #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.

$9M
total plan assets (2022 EOY)
115
covered participants
62nd
percentile by assets (of 139,126 plans)
$75,814
avg assets per participant

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.

Participants vs New Mexico filers

In New Mexico, the average filing covers about 365 participants across 466 plans. Bosque School Defined Contribution Retirement Plan reports 115 participants - about 32% of that state average ($9M EOY assets).

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)

$8M$9M$10M$11M$12M$13M 202220232024 $8.72M $11.8M â–² +35.6%
Total plan assets by year, all Bosque School plans on file
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

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 Define…Presbyterian Healthc…Presbyterian Medical…Santa Fe Preparatory…Medinatura, Inc. Ret…T & R Market Profit …
Bosque School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Bosque School Defined Contribution Retirement Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on Bosque School Defined Contribution Retirement Plan's numbers.