Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST

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

X-RAY ASSOCIATES OF NEW MEXICO, PC

This Defined Benefit (Pension) plan holds $4M in total assets and serves 234 participants as of 2022. It is sponsored by X-RAY ASSOCIATES OF NEW MEXICO, PC in New Mexico. The plan reported positive net income of $270K for the year.

Total Assets (2023)
$4M
Participants
234
State
Industry
Healthcare & Social Assistance

What the Filing Says About X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST

X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST is a Defined Benefit (Pension) retirement plan sponsored by X-RAY ASSOCIATES OF NEW MEXICO, PC, headquartered in New Mexico. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 234 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 850364164, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $4M at year-end — a gain of 7.3%. Net assets (after liabilities) closed the year at $4M, with reported net income of $270K 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 2 prior plan-year filings 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 — 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)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$270K
Plan TypeDefined Benefit (Pension)
Employer EIN850364164
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (X-RAY ASSOCIATES OF NEW MEXICO, PC)

Year Plans Participants Total Assets
2022 2 473 $63M
2023 2 460 $75M
2024 2 496 $83M

Nearby Defined Benefit (Pension) Plans in New Mexico

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST?
As of the 2022 Form 5500 filing, X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST holds $4M in total assets with 234 participants. It is sponsored by X-RAY ASSOCIATES OF NEW MEXICO, PC.
What type of plan is X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST?
X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST is a Defined Benefit (Pension) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 850364164.
Who sponsors the X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST?
X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST is sponsored by X-RAY ASSOCIATES OF NEW MEXICO, PC, located in New Mexico. The sponsor's EIN is 850364164 and the plan operates in the Healthcare & Social Assistance industry.
How did X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST perform in 2022?
X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST grew by 7.3% during 2022, moving from $4M to $4M in total assets. Net income was $270K.
Where can I find official filings for X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST?
Official Form 5500 filings for X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850364164 or plan name at efast.dol.gov.
How does X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST compare to other plans?
You can compare X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST against other Defined Benefit (Pension) 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) — original filing retrieval by EIN 850364164.

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

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

Data sourced from official public datasets. See our methodology for details.