401(k) · DOL Form 5500 · 2023
Perinatal Associates of New Mexico Ltd 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $166,503
- Avg per participant Above avg balance/head
Official DOL plan name: Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust · Sponsored by Perinatal Associates of New Mexico Ltd · New Mexico · Healthcare & Social Assistance
$17M in assets, 102 participants
Perinatal Associates of New Mexico Ltd's Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,146 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Mexico
Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust covers 102 participants in New Mexico, about 28% of the average New Mexico filer (state average ~365 per filing). Assets: $17M.
- #13,146
- in Healthcare & Social Assistance (17,684 peers)
- +18.4%
- assets growth YoY
Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,983,327 Top 30% higher than 70% 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
Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and 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. Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust reported participants rose from 100 in the plan year 2022 filing to 102 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 850360918 · Perinatal Associates of New Mexico Ltd PY 2023 · 401(k)
Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust · $17M · 102 · 70th
- SCH $17M
- EBSA 102
- PART 70th
- TYPE 401(k)
- NET near Weland Entities 401(k) Plan
- BOOK ind #13146
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 →
Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 850360918 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perinatal Associates of New Mexico Ltd)
Sponsor-wide plan assets over time
All Perinatal Associates of New Mexico Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 37.94034751061717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $14M |
| 2023 | 1 | 102 | $17M |
| 2024 | 1 | 122 | $20M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
Perinatal Associates of New Mexico, Ltd 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 Weland Entities 401(k) Plan in IA ($17M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Weland Entities 401(k) Plan (IA) $17M · 89
- Vocon 401(k) Retirement Savings Plan (OH) $17M · 216
- Heavy Machines, LLC 401(k) Profit Sharing Plan (TN) $17M · 168
- Midwest Family Mutual Insurance Company 401(k) Plan (IA) $17M · 130
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Air-Land Transport Service, Inc. 401(k) Plan (IL) 102 · 0 off
- Anchor Subaru, LLC 401(k) Plan (RI) 102 · 0 off
- Competitive Engineering, Inc. 401(k) Profit Sharing Plan (AZ) 102 · 0 off
- Zevia Pbc 401(k) and Profit Sharing Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.