401(k) · DOL Form 5500 · 2022
Board of Trustees Sm Workers Local 49 Defined Contribution Plan 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 504
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $35,453
- Avg per participant Low balance/head
Official DOL plan name: Sm Workers Local 49 Defined Contribution Pension Plan · Sponsored by Board of Trustees Sm Workers Local 49 Defined Contribution Plan · New Mexico · Other Services
$18M in assets, 504 participants
Board of Trustees Sm Workers Local 49 Defined Contribution Plan's Sm Workers Local 49 Defined Contribution Pension Plan reported $18M in total assets and 504 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #7,268 in Other Services (8,398 peers)
Where Sm Workers Local 49 Defined Contribution Pension Plan sits by assets
Sm Workers Local 49 Defined Contribution Pension Plan sits in the top quartile of all filed plans by assets, $18M for 504 participants (~$35,453/participant), down 7.4% in 2022.
- #7,268
- in Other Services (8,398 peers)
- -7.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sm Workers Local 49 Defined Contribution Pension Plan's outsized position by total assets
Sm Workers Local 49 Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,868,124 Top 24% higher than 76% 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
Sm Workers Local 49 Defined Contribution Pension 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. Sm Workers Local 49 Defined Contribution Pension Plan sits mid-pack in the medium band (504 participants).
EBSA filing schedule strip
Filing strip 742846833 · Board of Trustees Sm Workers Local 49 Defined Contribution Plan PY 2022 · 401(k)
Sm Workers Local 49 Defined Contribution Pension Plan · $18M · 504 · 76th
- EIN $18M
- RANK 504
- PHOTO 76th
- IND 401(k)
- EOY near Peacehealth Medical Group 401(k) Profit Sharing Plan
- 5500 ind #7268
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 Other Services retirement plans → · Plans in New Mexico →
Sm Workers Local 49 Defined Contribution Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$1M |
| Employer EIN | 742846833 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sm Workers Local 49 Defined Contribution Plan)
Sponsor-wide plan assets over time
All Board of Trustees Sm Workers Local 49 Defined Contribution Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 37.16775191396702% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 504 | $18M |
| 2023 | 1 | 772 | $23M |
| 2024 | 1 | 826 | $25M |
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
Sm Workers Local 49 Defined Contribution Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Peacehealth Medical Group 401(k) Profit Sharing Plan in WA ($18M); by covered participants it is Central Retirement Savings Plan & Trust Agreement in KY (504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Peacehealth Medical Group 401(k) Profit Sharing Plan (WA) $18M · 117
- Preferred Utilities Manufacturing Corporation 401(k) Profit Sharing Plan (CT) $18M · 118
- The Cutter Team 401(k) Retirement Savings Plan (003) (HI) $18M · 158
- Lakeland Mental Health Center, Inc. Employees' Profit Sharing Plus Plan (MN) $18M · 160
Similar participant headcount
Nearest other-state filings by covered participants (504 participants); asset peers above are excluded.
- Central Retirement Savings Plan & Trust Agreement (KY) 504 · 0 off
- Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan (NH) 504 · 0 off
- The Blood Connection 401(k) Plan (SC) 504 · 0 off
- Drift Inc. Retirement Savings Plan (MA) 504 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.