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

Mesilla Valley Hospice, Inc. 401(k) Plan

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

Sponsored by Mesilla Valley Hospice, Inc. ยท New Mexico ยท Healthcare & Social Assistance

What the 2023 filing shows

Mesilla Valley Hospice, Inc. 401(k) Plan holds $3M for 100 participants - about $29,227 per participant, down 15.4% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
100
covered participants
$29,227
avg assets per participant
-15.4%
assets change YoY

The plan reported a net loss of $532K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
100
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mesilla Valley Hospice, Inc. 401(k) Plan

Mesilla Valley Hospice, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Mesilla Valley Hospice, Inc., headquartered in New Mexico. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 100 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 850302297, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end โ€” a decline of 15.4%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-531,753 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 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)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-531,753
Plan Type401(k)
Employer EIN850302297
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mesilla Valley Hospice, Inc.)

Year Plans Participants Total Assets
2022 2 100 $3M
2023 1 N/A N/A
2024 1 N/A N/A

Nearby 401(k) Plans in New Mexico

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Frequently Asked Questions

How much money is in the Mesilla Valley Hospice, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Mesilla Valley Hospice, Inc. 401(k) Plan holds $3M in total assets with 100 participants. It is sponsored by Mesilla Valley Hospice, Inc..
What type of plan is Mesilla Valley Hospice, Inc. 401(k) Plan?
Mesilla Valley Hospice, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 850302297.
Who sponsors the Mesilla Valley Hospice, Inc. 401(k) Plan?
Mesilla Valley Hospice, Inc. 401(k) Plan is sponsored by Mesilla Valley Hospice, Inc., located in New Mexico. The sponsor's EIN is 850302297 and the plan operates in the Healthcare & Social Assistance industry.
How did Mesilla Valley Hospice, Inc. 401(k) Plan perform in 2022?
Mesilla Valley Hospice, Inc. 401(k) Plan declined by 15.4% during 2022, moving from $3M to $3M in total assets. Net income was $-531,753.
Where can I find official filings for Mesilla Valley Hospice, Inc. 401(k) Plan?
Official Form 5500 filings for Mesilla Valley Hospice, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850302297 or plan name at efast.dol.gov.
How does Mesilla Valley Hospice, Inc. 401(k) Plan compare to other plans?
You can compare Mesilla Valley Hospice, Inc. 401(k) 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 850302297.

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.