Profit Sharing · DOL Form 5500 · 2022

El Castillo Retirement Residences Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
126
Participants Small participant base
31st
Percentile by assets National rank
$13,324
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: El Castillo 403(b) Retirement Plan · Sponsored by El Castillo Retirement Residences · New Mexico · Healthcare & Social Assistance

$2M in assets, 126 participants

El Castillo Retirement Residences's El Castillo 403(b) Retirement Plan reported $2M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,232 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Mexico

El Castillo 403(b) Retirement Plan covers 126 participants in New Mexico, about 35% of the average New Mexico filer (state average ~365 per filing). Assets: $2M.

#6,232
in Healthcare & Social Assistance (20,060 peers)
-5.3%
assets change YoY

The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

El Castillo 403(b) Retirement Plan among the smaller filed plans by assets

El Castillo 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,678,881 31st percentile higher than 31% of 139,123 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 2022

El Castillo 403(b) 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. El Castillo 403(b) Retirement Plan sits mid-pack in the medium band (126 participants).

Published 5500 schedule card

Filing strip 850211735 · El Castillo Retirement Residences PY 2022 · Profit Sharing

El Castillo 403(b) Retirement Plan · $2M · 126 · 31st

  • VS-ST $2M
  • VS-ST 126
  • VS-ST 31st
  • VS-ST Profit Sharing
  • VS-ST near Protzel Oral & Maxillofacial Surgery LLP Retirement Plan
  • VS-ST ind #6232

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 →

El Castillo 403(b) Retirement Plan in the asset neighbourhood

El Castillo 403(b) Retirement PlanEl Castillo 403(b) Retiremen…$2MProtzel Oral & Maxillofacial Surgery LLP Retirement PlanProtzel Oral & Maxillofacial…$2MMichigan Radiology Services, P.C. Profit Sharing Plan & TrustMichigan Radiology Services,…$2MCalvin Y. Louie, Cpa Profit Sharing PlanCalvin Y. Louie, Cpa Profit …$2MM S Zakaria Md PC Profit Sharing PlanM S Zakaria Md PC Profit Sha…$2M
End-of-year total assets ($M) among El Castillo 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$93K
Employer EIN850211735
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Mexico

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

El Castillo 403(b) Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants El Castillo 403(b) Retirement Plan, Total assets ($M): 1.678881 · Participants: 126El Castillo 403(b) Retirement PlanPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 372.088163 · Participants: 11300Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 30.352156 · Participants: 989Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 14.540165 · Participants: 174Santa Fe Preparatory School DC Retirement PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 14.399508 · Participants: 32Medinatura, Inc. Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 11.112387 · Participants: 109T & R Market Profit Sharing Plan
El Castillo 403(b) Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants

El Castillo 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Protzel Oral & Maxillofacial Surgery LLP Retirement Plan in NY ($2M); by covered participants it is Pioneer Apco LLC 401(k) Plan in NC (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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.

Frequently Asked Questions

How did El Castillo 403(b) Retirement Plan assets move in 2022?
El Castillo 403(b) Retirement Plan pulled back noticeably - down 5.3% during 2022, from $2M to $2M. Reported net income was -$93K.
Which Profit Sharing plans are similar in size to El Castillo 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Protzel Oral & Maxillofacial Surgery LLP Retirement Plan in NY ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to El Castillo 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Pioneer Apco LLC 401(k) Plan in NC (126 participants, $2M in assets).