Profit Sharing · DOL Form 5500 · 2023
Medinatura, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $11M
- Total assets
- 37
- Participants
- 60th
- Percentile by assets
- $285,928
- Avg per participant
Official DOL plan name: Medinatura, Inc. Retirement Plan · Sponsored by Medinatura, Inc. · New Mexico · Retail Trade
$11M in assets, 37 participants
Medinatura, Inc.'s Medinatura, Inc. Retirement Plan reported $11M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #5,954 in Retail Trade (8,414 peers)
2023 asset change
Medinatura, Inc. Retirement Plan declined sharply 26.5% in 2023 ($14M → $11M) for 37 participants.
- $11M
- total plan assets (2023 EOY)
- 37
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $285,928
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Medinatura, Inc. Retirement Plan sits by total assets
Medinatura, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,579,326 Top 40% higher than 60% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Medinatura, Inc. Retirement Plan reported net income fell from $5M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Medinatura, Inc. Retirement Plan end-of-year assets fell from $14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Medinatura, Inc. Retirement Plan reported participants rose from 32 in the plan year 2022 filing to 37 in the plan year 2023 filing.
2023 asset move for Medinatura, Inc. Retirement Plan
Year over year, total assets declined sharply from $14M at the start of 2023 to $11M at year-end (down 26.5%). Net assets closed at $11M; reported net income -$4M.
Medinatura, Inc. years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 71 | $17M |
| 2023 | 2 | 79 | $14M |
| 2024 | 2 | 78 | $19M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$4M |
| Employer EIN | 465015320 |
| Plan Effective Date | 2014-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Medinatura, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
- Presbyterian Healthcare Services 401(a) Plan $455M · 11,386
- Presbyterian Medical Services Discretionary Contribution Plan $35M · 1,015
- Santa Fe Preparatory School DC Retirement Plan $16M · 132
- T & R Market Profit Sharing Plan $13M · 97
- Bosque School Defined Contribution Retirement Plan $10M · 97
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Medinatura, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Medinatura, Inc. Retirement Plan assets move in 2023? ▼
How have Medinatura, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Medinatura, Inc. Retirement Plan? ▼
Next read for Medinatura, Inc. Retirement Plan
2023 change
Ways to act on Medinatura, Inc. Retirement Plan's numbers.
- By total assets, Medinatura, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Medinatura, Inc.'s sponsor-wide assets have grown 8.4% since 2022 across 3 plan years on file. More Retail Trade plans