401(k) · DOL Form 5500 · 2022

New Mexico Orthopaedic Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
248
Participants Below avg headcount
86th
Percentile by assets National rank
$163,223
Avg per participant Above avg balance/head
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Official DOL plan name: New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan · Sponsored by New Mexico Orthopaedic Associates, P.C. · New Mexico · Healthcare & Social Assistance

$40M in assets, 248 participants

New Mexico Orthopaedic Associates, P.C.'s New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan reported $40M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,713 in Healthcare & Social Assistance (20,060 peers)

Where New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan sits by assets

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 248 participants (~$163,223/participant), down 13.6% in 2022.

#17,713
in Healthcare & Social Assistance (20,060 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan's outsized position by total assets

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,479,293 Top 14% higher than 86% 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

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing 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. New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan sits mid-pack in the medium band (248 participants).

DOL schedule card

Filing strip 850291612 · New Mexico Orthopaedic Associates, P.C. PY 2022 · 401(k)

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan · $40M · 248 · 86th

  • SCH $40M
  • EBSA 248
  • PART 86th
  • TYPE 401(k)
  • NET near Hamilton Partners, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #17713

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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Hamilton Partners, Inc. 401(k) Profit Sharing PlanHamilton Partners, Inc. 401(…$40MPrairie Island Indian Community 401(k) Retirement PlanPrairie Island Indian Commun…$40MKeystone Agency Partners 401(k) PlanKeystone Agency Partners 401…$40MNew Mexico Orthopaedic Associates, PC 401(k) Profit Sharing PlanNew Mexico Orthopaedic Assoc…$40MUfp Technologies, Inc. 401(k) PlanUfp Technologies, Inc. 401(k…$40M
End-of-year total assets ($M) among New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$40M
Net Income-$6M
Employer EIN850291612
Plan Effective Date2015-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Mexico Orthopaedic Associates, P.C.)

Sponsor-wide plan assets over time

All New Mexico Orthopaedic Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 33.82666398921325% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $84.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 444 $63M
2023 2 466 $74M
2024 2 459 $85M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.040479293 · Participants: 248New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Hamilton Partners, Inc. 401(k) Profit Sharing Plan in IL ($40M); by covered participants it is Emmis Operating Company 401(k) Plan in IN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan assets move in 2022? ▼
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan pulled back noticeably - down 13.6% during 2022, from $47M to $40M. Reported net income was -$6M.
How have New Mexico Orthopaedic Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Mexico Orthopaedic Associates, P.C.'s sponsor-wide assets grew 33.8%, from $63M to $85M.
Where does New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hamilton Partners, Inc. 401(k) Profit Sharing Plan in IL ($40M, 123 participants).
Which 401(k) plans cover a similar participant headcount to New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emmis Operating Company 401(k) Plan in IN (248 participants, $55M 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 850291612.

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.