401(k) · DOL Form 5500 · 2022
Ata Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $78,274
- Avg per participant Below avg balance/head
Official DOL plan name: Ata Holdings, Inc 401(k) Retirement Plan · Sponsored by Ata Holdings, Inc. · New Mexico · Professional & Technical Services
$22M in assets, 282 participants
Ata Holdings, Inc.'s Ata Holdings, Inc 401(k) Retirement Plan reported $22M in total assets and 282 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.
- #17,040 in Professional & Technical Services (21,562 peers)
Where Ata Holdings, Inc 401(k) Retirement Plan sits by assets
Ata Holdings, Inc 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 282 participants (~$78,274/participant), down 22.7% in 2022.
- #17,040
- in Professional & Technical Services (21,562 peers)
- -22.7%
- assets change YoY
- 0.2×
- 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.
Ata Holdings, Inc 401(k) Retirement Plan's outsized position by total assets
Ata Holdings, Inc 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,073,212 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
Ata Holdings, Inc 401(k) Retirement 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. Ata Holdings, Inc 401(k) Retirement Plan sits mid-pack in the medium band (282 participants).
Form 5500 schedule snapshot
Filing strip 834005308 · Ata Holdings, Inc. PY 2022 · 401(k)
Ata Holdings, Inc 401(k) Retirement Plan · $22M · 282 · 79th
- 5500 $22M
- ASSETS 282
- PCT 79th
- EIN 401(k)
- RANK near Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan
- PHOTO ind #17040
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 Professional & Technical Services retirement plans → · Plans in New Mexico →
Ata Holdings, Inc 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$6M |
| Employer EIN | 834005308 |
| Plan Effective Date | 1993-10-01 |
| 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
Ata Holdings, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan in NY ($22M); by covered participants it is Magic Memories Employee Retirement Plan in CO (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 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.