401(k) · DOL Form 5500 · 2023

New Mexico Mutual Casualty Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
154
Participants Small participant base
75th
Percentile by assets National rank
$150,551
Avg per participant Above avg balance/head
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Official DOL plan name: New Mexico Mutual 401(k) Plan · Sponsored by New Mexico Mutual Casualty Company · New Mexico · Finance & Insurance

$23M in assets, 154 participants

New Mexico Mutual Casualty Company's New Mexico Mutual 401(k) Plan reported $23M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,548 in Finance & Insurance (8,869 peers)

Coverage in New Mexico

New Mexico Mutual 401(k) Plan covers 154 participants in New Mexico, about 42% of the average New Mexico filer (state average ~365 per filing). Assets: $23M.

#5,548
in Finance & Insurance (8,869 peers)
+15.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

New Mexico Mutual 401(k) Plan's outsized position by total assets

New Mexico Mutual 401(k) Plan vs every filed plan by assets

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

$23,184,882 Top 25% higher than 75% 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

New Mexico Mutual 401(k) 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. New Mexico Mutual 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Mexico Mutual 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • New Mexico Mutual 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • New Mexico Mutual 401(k) Plan reported participants rose from 151 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850391712 · New Mexico Mutual Casualty Company PY 2023 · 401(k)

New Mexico Mutual 401(k) Plan · $23M · 154 · 75th

  • PART $23M
  • TYPE 154
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Trevipay 401(k) Plan
  • BOY ind #5548

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 Finance & Insurance retirement plans → · Plans in New Mexico →

New Mexico Mutual 401(k) Plan in the asset neighbourhood

Sojern, Inc. 401(k) Plan$23MWisconsin Vision Associates, Inc. 401(k) Profit Sharing PlanWisconsin Vision Associates,…$23MCarroll Daniel Construction Company Retirement PlanCarroll Daniel Construction …$23MNew Mexico Mutual 401(k) Plan$23MTrevipay 401(k) Plan$23M
End-of-year total assets ($M) among New Mexico Mutual 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN850391712
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Mexico Mutual Casualty Company)

Sponsor-wide plan assets over time

All New Mexico Mutual Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.36370692008562% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.1M $26.7M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 151 $20M
2023 1 154 $23M
2024 1 151 $27M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New Mexico Mutual 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants New Mexico Mutual 401(k) Plan, Total assets ($B): 0.023184882 · Participants: 154New Mexico Mutual 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
New Mexico Mutual 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare New Mexico Mutual 401(k) Plan side-by-side with 3 peers →

New Mexico Mutual 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Trevipay 401(k) Plan in KS ($23M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 New Mexico Mutual 401(k) Plan assets move in 2023? ▼
New Mexico Mutual 401(k) Plan grew sharply - up 15.1% during 2023, from $20M to $23M. Reported net income was $3M.
How have New Mexico Mutual Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Mexico Mutual Casualty Company's sponsor-wide assets grew 32.4%, from $20M to $27M.
Where does New Mexico Mutual 401(k) Plan rank by assets among Form 5500 filers? ▼
New Mexico Mutual 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New Mexico Mutual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trevipay 401(k) Plan in KS ($23M, 492 participants).
Which 401(k) plans cover a similar participant headcount to New Mexico Mutual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 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 850391712.

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.