Other · DOL Form 5500 · 2023

Albuquerque Academy Retirement Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
281
Participants Below avg headcount
90th
Percentile by assets National rank
$285,249
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Albuquerque Academy Retirement Plan · Sponsored by Albuquerque Academy · New Mexico · Educational Services

$80M in assets, 281 participants

Albuquerque Academy's Albuquerque Academy Retirement Plan reported $80M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,052 in Educational Services (3,735 peers)

Where Albuquerque Academy Retirement Plan sits by assets

Albuquerque Academy Retirement Plan sits in the top 10% of all filed plans by assets, $80M for 281 participants (~$285,249/participant), up 7.7% in 2023.

#3,052
in Educational Services (3,735 peers)
+7.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Albuquerque Academy Retirement Plan's outsized position by total assets

Albuquerque Academy Retirement Plan vs every filed plan by assets

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

$80,154,887 Top 10% higher than 90% 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

Albuquerque Academy Retirement 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. Albuquerque Academy Retirement Plan sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albuquerque Academy Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Albuquerque Academy Retirement Plan end-of-year assets rose from $74M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Albuquerque Academy Retirement Plan reported participants rose from 267 in the plan year 2022 filing to 281 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850129165 · Albuquerque Academy PY 2023 · Other

Albuquerque Academy Retirement Plan · $80M · 281 · 90th

  • RANK $80M
  • RANK 281
  • RANK 90th
  • RANK Other
  • RANK near Children's Health System, Inc. Defined Contribution Plan
  • RANK ind #3052

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 Educational Services retirement plans → · Plans in New Mexico →

Albuquerque Academy Retirement Plan in the asset neighbourhood

Heywood Hospital Employee Retirement Savings PlanHeywood Hospital Employee Re…$80MGroton School 403(b) Defined Contribution Retirement PlanGroton School 403(b) Defined…$80MChildren's Health System, Inc. Defined Contribution PlanChildren's Health System, In…$80MAlbuquerque Academy Retirement PlanAlbuquerque Academy Retireme…$80MNorthwestern Medical Center, Inc. 403(b) PlanNorthwestern Medical Center,…$80M
End-of-year total assets ($M) among Albuquerque Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$80M
Net Income$6M
Employer EIN850129165
Plan Effective Date1964-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albuquerque Academy)

Sponsor-wide plan assets over time

All Albuquerque Academy plans reported in each filing year

Latest sponsor-wide plan assets
$83M 10.977766273975123% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $74.4M $82.6M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 267 $74M
2023 1 281 $80M
2024 1 271 $83M

Nearby Other Plans in New Mexico

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

Albuquerque Academy Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Albuquerque Academy Retirement Plan, Total assets ($M): 80.154887 · Participants: 281Albuquerque Academy Retirement 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) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 111.015324 · Participants: 419Lovelace Biomedical Research Institute Tda and DC PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($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
Albuquerque Academy Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Albuquerque Academy Retirement Plan side-by-side with 3 peers →

Albuquerque Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Children's Health System, Inc. Defined Contribution Plan in VA ($80M); by covered participants it is Comanche County Medical Center Employees 403(b) Plan in TX (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Albuquerque Academy Retirement Plan assets move in 2023? ▼
Albuquerque Academy Retirement Plan grew at a solid clip - up 7.7% during 2023, from $74M to $80M. Reported net income was $6M.
How have Albuquerque Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albuquerque Academy's sponsor-wide assets grew 11.0%, from $74M to $83M.
Where does Albuquerque Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Albuquerque Academy Retirement Plan ranks in the 90th 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 Albuquerque Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Children's Health System, Inc. Defined Contribution Plan in VA ($80M, 652 participants).
Which Other plans cover a similar participant headcount to Albuquerque Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Comanche County Medical Center Employees 403(b) Plan in TX (281 participants, $3M 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 850129165.

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.