Other · DOL Form 5500 · 2023

Lobo Energy, Incorporated Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
27th
Percentile by assets National rank
$174,135
Avg per participant Above avg balance/head
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Official DOL plan name: Lobo Energy Incorporated 403(b) DC Plan · Sponsored by Lobo Energy, Incorporated · New Mexico · Professional & Technical Services

$1M in assets, 8 participants

Lobo Energy, Incorporated's Lobo Energy Incorporated 403(b) DC Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,488 in Professional & Technical Services (20,321 peers)

Lobo Energy, Incorporated multi-year trail

Lobo Energy, Incorporated's plans moved +75.1% in assets from 2022 to 2024; this filing shows Lobo Energy Incorporated 403(b) DC Plan at $1M / 8 participants.

#4,488
in Professional & Technical Services (20,321 peers)
+35.7%
assets growth YoY

Lobo Energy Incorporated 403(b) DC Plan among the smaller filed plans by assets

Lobo Energy Incorporated 403(b) DC Plan vs every filed plan by assets

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

$1,393,081 27th percentile higher than 27% 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

Lobo Energy Incorporated 403(b) DC Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lobo Energy Incorporated 403(b) DC Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lobo Energy Incorporated 403(b) DC Plan reported net income rose from -$18K in the plan year 2022 filing to $367K in the plan year 2023 filing.
  • Lobo Energy Incorporated 403(b) DC Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850459211 · Lobo Energy, Incorporated PY 2023 · Other

Lobo Energy Incorporated 403(b) DC Plan · $1M · 8 · 27th

  • RANK $1M
  • RANK 8
  • RANK 27th
  • RANK Other
  • RANK near National Association of Scholars, Inc. Defined Contribution Plan
  • RANK ind #4488

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 →

Lobo Energy Incorporated 403(b) DC Plan in the asset neighbourhood

Libraries of Middlesex Automation Consortium Defined Contribution Retirement PlanLibraries of Middlesex Autom…$1MThe Inland Hospital Pension PlanThe Inland Hospital Pension …$1MLobo Energy Incorporated 403(b) DC PlanLobo Energy Incorporated 403…$1MNational Association of Scholars, Inc. Defined Contribution PlanNational Association of Scho…$1MMichael Schwartzberg Profit Sharing PlanMichael Schwartzberg Profit …$1M
End-of-year total assets ($M) among Lobo Energy Incorporated 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lobo Energy, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Lobo Energy, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$2M 75.1343961600262% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.03M $1.8M ▲ +74.8%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 8 $1M
2024 1 7 $2M

Lobo Energy, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$367K
Employer EIN850459211
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Mexico

Peer Other plans, same state, same plan type, ranked by total assets.

Lobo Energy Incorporated 403(b) DC Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Lobo Energy Incorporated 403(b) DC Plan, Total assets ($M): 1.393081 · Participants: 8Lobo Energy Incorporated 403(b) DC PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 865.148227 · Participants: 11387Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 131.12294 · Participants: 1887San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 111.015324 · Participants: 419Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 80.154887 · Participants: 281Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 30.925279 · Participants: 433First Choice Community Healthcare 403(b) Plan
Lobo Energy Incorporated 403(b) DC Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Lobo Energy Incorporated 403(b) DC Plan side-by-side with 3 peers →

Lobo Energy Incorporated 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is National Association of Scholars, Inc. Defined Contribution Plan in NY ($1M); by covered participants it is Mendocino, Inc Sep IRA in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

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 Lobo Energy Incorporated 403(b) DC Plan assets move in 2023? ▼
Lobo Energy Incorporated 403(b) DC Plan surged - up 35.7% during 2023, from $1M to $1M. Reported net income was $367K.
How have Lobo Energy, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lobo Energy, Incorporated's sponsor-wide assets grew 75.1%, from $1M to $2M.
Which Other plans are similar in size to Lobo Energy Incorporated 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is National Association of Scholars, Inc. Defined Contribution Plan in NY ($1M, 17 participants).
Which Other plans cover a similar participant headcount to Lobo Energy Incorporated 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Mendocino, Inc Sep IRA in CA (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850459211.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.