401(k)
2022 plan-year 401(k) DOL Form 5500

Sierra Health Care Center 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Sierra Health Care Center ยท New Mexico ยท Healthcare & Social Assistance

What the 2023 filing shows

Sierra Health Care Center 401(k) Profit Sharing Plan holds $675K for 114 participants - about $5,920 per participant, down 24.1% over the 2022 plan year.

$675K
total plan assets (2022 EOY)
114
covered participants
$5,920
avg assets per participant
-24.1%
assets change YoY

The plan reported a net loss of $214K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$675K
Participants
114
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sierra Health Care Center 401(k) Profit Sharing Plan

Sierra Health Care Center 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Sierra Health Care Center, headquartered in New Mexico. As of the 2022 Form 5500 filing, the plan reports $675K in total end-of-year assets and covers 114 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 621147405, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $889K at the beginning of 2022 to $675K at year-end โ€” a decline of 24.1%. Net assets (after liabilities) closed the year at $675K, with reported net income of $-213,878 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$889K
Total Assets (End of Year)$675K
Net Assets (End of Year)$675K
Net Income$-213,878
Plan Type401(k)
Employer EIN621147405
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Health Care Center)

Year Plans Participants Total Assets
2022 1 114 $675K
2023 1 124 $734K

Nearby 401(k) Plans in New Mexico

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Frequently Asked Questions

How much money is in the Sierra Health Care Center 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Sierra Health Care Center 401(k) Profit Sharing Plan holds $675K in total assets with 114 participants. It is sponsored by Sierra Health Care Center.
What type of plan is Sierra Health Care Center 401(k) Profit Sharing Plan?
Sierra Health Care Center 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 621147405.
Who sponsors the Sierra Health Care Center 401(k) Profit Sharing Plan?
Sierra Health Care Center 401(k) Profit Sharing Plan is sponsored by Sierra Health Care Center, located in New Mexico. The sponsor's EIN is 621147405 and the plan operates in the Healthcare & Social Assistance industry.
How did Sierra Health Care Center 401(k) Profit Sharing Plan perform in 2022?
Sierra Health Care Center 401(k) Profit Sharing Plan declined by 24.1% during 2022, moving from $889K to $675K in total assets. Net income was $-213,878.
Where can I find official filings for Sierra Health Care Center 401(k) Profit Sharing Plan?
Official Form 5500 filings for Sierra Health Care Center 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621147405 or plan name at efast.dol.gov.
How does Sierra Health Care Center 401(k) Profit Sharing Plan compare to other plans?
You can compare Sierra Health Care Center 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 621147405.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.