Defined Benefit (Pension) · DOL Form 5500 · 2022
New Mexico Orthopaedic Associates, P.C. Pension Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $115,868
- Avg per participant Below avg balance/head
Official DOL plan name: New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan · Sponsored by New Mexico Orthopaedic Associates, P.C. · New Mexico · Healthcare & Social Assistance
$23M in assets, 196 participants
New Mexico Orthopaedic Associates, P.C.'s New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan reported $23M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #16,499 in Healthcare & Social Assistance (20,060 peers)
Where New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan sits by assets
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan sits in the top quartile of all filed plans by assets, $23M for 196 participants (~$115,868/participant), down 11.8% in 2022.
- #16,499
- in Healthcare & Social Assistance (20,060 peers)
- -11.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's outsized position by total assets
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,710,104 Top 21% higher than 79% 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
New Mexico Orthopaedic Associates, P.C. Defined Benefit 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, P.C. Defined Benefit Plan sits mid-pack in the medium band (196 participants).
EBSA filing schedule strip
Filing strip 850291612 · New Mexico Orthopaedic Associates, P.C. PY 2022 · Defined Benefit (Pension)
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan · $23M · 196 · 79th
- PCT $23M
- EIN 196
- RANK 79th
- PHOTO Defined Benefit (Pension)
- IND near New Jersey Hospital Association Cash Balance Plan
- EOY ind #16499
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, P.C. Defined Benefit Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$3M |
| Employer EIN | 850291612 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 444 | $63M |
| 2023 | 2 | 466 | $74M |
| 2024 | 2 | 459 | $85M |
Nearby Defined Benefit (Pension) Plans in New Mexico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Ntess Retirement Income Plan $5.6B · 3,901
- Triad Defined Benefit Pension Plan $5.4B · 2,447
- Pnm Resources, Inc. Employees' Retirement Plan $411M · 221
- Presbyterian Healthcare Services Employees' Pension Plan II $237M · 940
- Waste Isolation Pilot Plant Pension Plan $207M · 869
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Mexico, the nearest Defined Benefit (Pension) by assets is New Jersey Hospital Association Cash Balance Plan in NJ ($23M); by covered participants it is Hiway Credit Union Defined Benefit Plan and Trust in MN (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- New Jersey Hospital Association Cash Balance Plan (NJ) $23M · 118
- Bricklayers and Masons Local No. 22 Pension Plan (MI) $23M · 121
- The National Board of Boiler and Pressure Vessel Inspectors Pension Plan (OH) $23M · 28
- Hollister Pension Plan and Trust for Kirksville, Missouri Bargaining Employees (IL) $23M · 19
Similar participant headcount
Nearest other-state filings by covered participants (196 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.