401(k) · DOL Form 5500 · 2023
Family Medicine Partners of Santa Fe, P.C. 401(k) Plan
Data updated 2026-08-25
- $633K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $158,157
- Avg per participant Above avg balance/head
Official DOL plan name: Family Medicine Partners of Santa Fe Retirement Plan · Sponsored by Family Medicine Partners of Santa Fe, P.C. · New Mexico · Healthcare & Social Assistance
$633K in assets, 4 participants
Family Medicine Partners of Santa Fe, P.C.'s Family Medicine Partners of Santa Fe Retirement Plan reported $633K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,679 in Healthcare & Social Assistance (17,684 peers)
Family Medicine Partners of Santa Fe, P.C. multi-year trail
Family Medicine Partners of Santa Fe, P.C.'s plans moved +62.9% in assets from 2022 to 2024; this filing shows Family Medicine Partners of Santa Fe Retirement Plan at $633K / 4 participants.
- #2,679
- in Healthcare & Social Assistance (17,684 peers)
- +32.6%
- assets growth YoY
Family Medicine Partners of Santa Fe Retirement Plan among the smaller filed plans by assets
Family Medicine Partners of Santa Fe Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$632,626 20th percentile higher than 20% 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
Family Medicine Partners of Santa Fe Retirement 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. Family Medicine Partners of Santa Fe Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Medicine Partners of Santa Fe Retirement Plan reported net income rose from -$50K in the plan year 2022 filing to $155K in the plan year 2023 filing.
- Family Medicine Partners of Santa Fe Retirement Plan reported participants fell from 9 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Family Medicine Partners of Santa Fe Retirement Plan end-of-year assets rose from $477K in the plan year 2022 filing to $633K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 465572166 · Family Medicine Partners of Santa Fe, P.C. PY 2023 · 401(k)
Family Medicine Partners of Santa Fe Retirement Plan · $633K · 4 · 20th
- TYPE $633K
- NET 4
- BOOK 20th
- VS-ST 401(k)
- BOY near Idaho Tank & Culvert, Inc. Profit Sharing and 401(k) Plan
- SCH ind #2679
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 →
Family Medicine Partners of Santa Fe Retirement Plan in the asset neighbourhood
Family Medicine Partners of Santa Fe, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Family Medicine Partners of Santa Fe, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $777K 62.91031999983237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $477K |
| 2023 | 1 | 4 | $633K |
| 2024 | 1 | 6 | $777K |
Family Medicine Partners of Santa Fe, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $477K |
|---|---|
| Net Assets (End of Year) | $633K |
| Net Income | $155K |
| Employer EIN | 465572166 |
| Plan Effective Date | 2015-01-15 |
| Filing Status | FILING RECEIVED |
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
Family Medicine Partners of Santa Fe Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Idaho Tank & Culvert, Inc. Profit Sharing and 401(k) Plan in ID ($633K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($633K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.