Other · DOL Form 5500 · 2023

Lovelace Biomedical Research Institute Retirement Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
419
Participants Below avg headcount
92nd
Percentile by assets National rank
$264,953
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lovelace Biomedical Research Institute Tda and DC Plan · Sponsored by Lovelace Biomedical Research Institute · New Mexico · Professional & Technical Services

$111M in assets, 419 participants

Lovelace Biomedical Research Institute's Lovelace Biomedical Research Institute Tda and DC Plan reported $111M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,920 in Professional & Technical Services (20,321 peers)

Where Lovelace Biomedical Research Institute Tda and DC Plan sits by assets

Lovelace Biomedical Research Institute Tda and DC Plan sits in the top 10% of all filed plans by assets, $111M for 419 participants (~$264,953/participant), up 11.7% in 2023.

#18,920
in Professional & Technical Services (20,321 peers)
+11.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Lovelace Biomedical Research Institute Tda and DC Plan's outsized position by total assets

Lovelace Biomedical Research Institute Tda and DC Plan vs every filed plan by assets

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

$111,015,324 Top 8% higher than 92% 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

Lovelace Biomedical Research Institute Tda and DC Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lovelace Biomedical Research Institute Tda and DC Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lovelace Biomedical Research Institute Tda and DC Plan reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lovelace Biomedical Research Institute Tda and DC Plan end-of-year assets rose from $99M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • Lovelace Biomedical Research Institute Tda and DC Plan reported participants rose from 389 in the plan year 2022 filing to 419 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850110669 · Lovelace Biomedical Research Institute PY 2023 · Other

Lovelace Biomedical Research Institute Tda and DC Plan · $111M · 419 · 92nd

  • VS-ST $111M
  • VS-ST 419
  • VS-ST 92nd
  • VS-ST Other
  • VS-ST near Southwestern University Regular Retirement Plan for All Employees
  • VS-ST ind #18920

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 →

Lovelace Biomedical Research Institute Tda and DC Plan in the asset neighbourhood

Hannibal Regional Hospital Retirement Savings PlanHannibal Regional Hospital R…$111MLovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$111MSouthwestern University Regular Retirement Plan for All EmployeesSouthwestern University Regu…$111MThompson Health 403(b) Plan$111MMercy University Retirement PlanMercy University Retirement …$111M
End-of-year total assets ($M) among Lovelace Biomedical Research Institute Tda and DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$111M
Net Income$12M
Employer EIN850110669
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lovelace Biomedical Research Institute)

Sponsor-wide plan assets over time

All Lovelace Biomedical Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$123M 23.48298784770749% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $99.4M $123M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 389 $99M
2023 1 419 $111M
2024 1 418 $123M

Nearby Other Plans in New Mexico

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

Lovelace Biomedical Research Institute Tda and DC Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Lovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 111.015324 · Participants: 419Lovelace Biomedical Research Institute Tda and 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) 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) PlanHoly Cross Hospital Retirement Savings Plan, Total assets ($M): 24.063632 · Participants: 468Holy Cross Hospital Retirement Savings Plan
Lovelace Biomedical Research Institute Tda and DC Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Lovelace Biomedical Research Institute Tda and DC Plan side-by-side with 3 peers →

Lovelace Biomedical Research Institute Tda and DC Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Southwestern University Regular Retirement Plan for All Employees in TX ($111M); by covered participants it is Medlink Georgia, Inc. 403(b) Plan in GA (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Lovelace Biomedical Research Institute Tda and DC Plan assets move in 2023? ▼
Lovelace Biomedical Research Institute Tda and DC Plan grew at a solid clip - up 11.7% during 2023, from $99M to $111M. Reported net income was $12M.
How have Lovelace Biomedical Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lovelace Biomedical Research Institute's sponsor-wide assets grew 23.5%, from $99M to $123M.
Where does Lovelace Biomedical Research Institute Tda and DC Plan rank by assets among Form 5500 filers? ▼
Lovelace Biomedical Research Institute Tda and DC Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Lovelace Biomedical Research Institute Tda and DC Plan? ▼
Among Other plans in other states, the closest by assets is Southwestern University Regular Retirement Plan for All Employees in TX ($111M, 487 participants).
Which Other plans cover a similar participant headcount to Lovelace Biomedical Research Institute Tda and DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Medlink Georgia, Inc. 403(b) Plan in GA (419 participants, $12M 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 850110669.

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.