401(k) · DOL Form 5500 · 2023

Infectious Diseases and Internal Medicine 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
20
Participants Small participant base
62nd
Percentile by assets National rank
$581,874
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Infectious Diseases and Internal Medicine · New Mexico · Healthcare & Social Assistance

$12M in assets, 20 participants

Infectious Diseases and Internal Medicine's Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,900 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust grew sharply 19.4% in 2023 ($10M → $12M) for 20 participants.

#11,900
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,637,487 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust reported participants fell from 23 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850221721 · Infectious Diseases and Internal Medicine PY 2023 · 401(k)

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust · $12M · 20 · 62nd

  • EOY $12M
  • EOY 20
  • EOY 62nd
  • EOY 401(k)
  • EOY near Inglewood Park Cemetery 401(k) Plan and Trust
  • EOY ind #11900

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 →

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and TrustInfectious Diseases & Intern…$12MInglewood Park Cemetery 401(k) Plan and TrustInglewood Park Cemetery 401(…$12MMarcus Schloss & Co., Inc. 401(k) PlanMarcus Schloss & Co., Inc. 4…$12MQuinn Consulting Services, Inc. 401(k) Profit Sharing Plan and TrustQuinn Consulting Services, I…$12MMonarch Enterprises, Inc. 401(k) Profit Sharing Plan and TrustMonarch Enterprises, Inc. 40…$12M
End-of-year total assets ($M) among Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Infectious Diseases and Internal Medicine years around the 2023 move

Sponsor-wide plan assets over time

All Infectious Diseases and Internal Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.440840433702741% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.75M $10.4M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 23 $10M
2023 1 20 $12M
2024 1 17 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN850221721
Plan Effective Date1972-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011637487 · Participants: 20Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and TrustNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants

Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Inglewood Park Cemetery 401(k) Plan and Trust in CA ($12M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2023?
Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust grew sharply - up 19.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have Infectious Diseases and Internal Medicine plan assets changed over time?
Across 3 plan years on file (2022-2024), Infectious Diseases and Internal Medicine's sponsor-wide assets grew 6.4%, from $10M to $10M.
Which 401(k) plans are similar in size to Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Inglewood Park Cemetery 401(k) Plan and Trust in CA ($12M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Infectious Diseases & Internal Medicine Associates, P.C. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K in assets).