401(k) · DOL Form 5500 · 2022
The University of New Mexico Foundation 403(b). 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $194,618
- Avg per participant Above avg balance/head
Official DOL plan name: The University of New Mexico Foundation 403(b) · Sponsored by The University of New Mexico Foundation 403(b). · New Mexico · Educational Services
$16M in assets, 80 participants
The University of New Mexico Foundation 403(b).'s The University of New Mexico Foundation 403(b) reported $16M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,250 in Educational Services (4,024 peers)
The University of New Mexico Foundation 403(b). multi-year trail
The University of New Mexico Foundation 403(b).'s plans moved +16.4% in assets from 2022 to 2024; this filing shows The University of New Mexico Foundation 403(b) at $16M / 80 participants.
- #2,250
- in Educational Services (4,024 peers)
- -12.1%
- 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.
The University of New Mexico Foundation 403(b)'s outsized position by total assets
The University of New Mexico Foundation 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,569,477 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The University of New Mexico Foundation 403(b) among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of New Mexico Foundation 403(b) is a small filing (80 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 850275408 · The University of New Mexico Foundation 403(b). PY 2022 · 401(k)
The University of New Mexico Foundation 403(b) · $16M · 80 · 73rd
- 5500 $16M
- ASSETS 80
- PCT 73rd
- EIN 401(k)
- RANK near Sonida Senior Living 401(k) Plan
- PHOTO ind #2250
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 →
The University of New Mexico Foundation 403(b) in the asset neighbourhood
The University of New Mexico Foundation 403(b). multi-year asset trail
Sponsor-wide plan assets over time
All The University of New Mexico Foundation 403(b). plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 16.4443802447571% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $16M |
| 2023 | 1 | 91 | $16M |
| 2024 | 1 | 98 | $18M |
The University of New Mexico Foundation 403(b). filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 850275408 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
The University of New Mexico Foundation 403(b)'s out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Sonida Senior Living 401(k) Plan in TX ($16M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Sonida Senior Living 401(k) Plan (TX) $16M · 3,486
- Canonical USA 401(k) Profit Sharing Plan & Trust (MA) $16M · 174
- Drew Marine Employee Savings Plan (CT) $16M · 118
- Stach & Liu, LLC. 401(k) Plan (AZ) $16M · 217
Similar participant headcount
Nearest other-state filings by covered participants (80 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.