Other · DOL Form 5500 · 2023
La Clinica De Familia, Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 568
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $41,723
- Avg per participant Low balance/head
Official DOL plan name: La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust · Sponsored by La Clinica De Familia, Inc. · New Mexico · Healthcare & Social Assistance
$24M in assets, 568 participants
La Clinica De Familia, Inc.'s La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust reported $24M in total assets and 568 participants in its 2023 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.
- #14,051 in Healthcare & Social Assistance (17,684 peers)
Where La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust sits by assets
La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust sits in the top quartile of all filed plans by assets, $24M for 568 participants (~$41,723/participant), up 20.8% in 2023.
- #14,051
- in Healthcare & Social Assistance (17,684 peers)
- +20.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust's outsized position by total assets
La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,698,604 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust 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. La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust sits mid-pack in the medium band (568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust reported participants fell from 735 in the plan year 2022 filing to 568 in the plan year 2023 filing.
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 850265533 · La Clinica De Familia, Inc. PY 2023 · Other
La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust · $24M · 568 · 76th
- PHOTO $24M
- PHOTO 568
- PHOTO 76th
- PHOTO Other
- PHOTO near La Rabida Children's Hospital 403(b) Retirement Savings Plan
- PHOTO ind #14051
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 →
La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 850265533 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (La Clinica De Familia, Inc.)
Sponsor-wide plan assets over time
All La Clinica De Familia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 34.367637616588965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 735 | $20M |
| 2023 | 1 | 568 | $24M |
| 2024 | 1 | 702 | $26M |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $865M · 11,387
- San Juan Regional Medical Center 403(b) Plan $131M · 1,887
- Lovelace Biomedical Research Institute Tda and DC Plan $111M · 419
- Albuquerque Academy Retirement Plan $80M · 281
- First Choice Community Healthcare 403(b) Plan $31M · 433
La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is La Rabida Children's Hospital 403(b) Retirement Savings Plan in IL ($24M); by covered participants it is The Edison Institute 403(b) Tda Plan in MI (568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.
- The Edison Institute 403(b) Tda Plan (MI) 568 · 0 off
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) 568 · 0 off
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan (MO) 568 · 0 off
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford (CT) 568 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.