Profit Sharing · DOL Form 5500 · 2023

Medinatura, Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
37
Participants Small participant base
60th
Percentile by assets National rank
$285,928
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,954
in Retail Trade (8,414 peers)
-26.5%
assets change YoY

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.

Medinatura, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

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

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

Medinatura, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medinatura, Inc. Retirement Plan is a small filing (37 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465015320 · Medinatura, Inc. PY 2023 · Profit Sharing

Medinatura, Inc. Retirement Plan · $11M · 37 · 60th

  • TYPE $11M
  • TYPE 37
  • TYPE 60th
  • TYPE Profit Sharing
  • TYPE near James E. Hanson, Inc. Profit Sharing Plan
  • TYPE ind #5954

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 Retail Trade retirement plans → · Plans in New Mexico →

Medinatura, Inc. Retirement Plan in the asset neighbourhood

The Nord Center Retirement PlanThe Nord Center Retirement P…$11MJames E. Hanson, Inc. Profit Sharing PlanJames E. Hanson, Inc. Profit…$11MMedinatura, Inc. Retirement PlanMedinatura, Inc. Retirement …$11MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity FundInternational Association of…$11MNeue Galerie New York 403(b) PlanNeue Galerie New York 403(b)…$11M
End-of-year total assets ($M) among Medinatura, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Medinatura, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Medinatura, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 8.42264285993779% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $17.3M $18.8M ▲ +8.4%
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 EIN465015320
Plan Effective Date2014-05-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Medinatura, Inc. Retirement Plan, Total assets ($M): 10.579326 · Participants: 37Medinatura, Inc. Retirement PlanPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 455.354701 · Participants: 11386Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 34.609608 · Participants: 1015Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 16.323015 · Participants: 132Santa Fe Preparatory School DC Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 12.807644 · Participants: 97T & R Market Profit Sharing PlanBosque School Defined Contribution Retirement Plan, Total assets ($M): 10.429322 · Participants: 97Bosque School Defined Contribution Retirement Plan
Medinatura, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Medinatura, Inc. Retirement Plan side-by-side with 3 peers →

Medinatura, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is James E. Hanson, Inc. Profit Sharing Plan in NJ ($11M); by covered participants it is Torrence's Farm Implements Profit Sharing Plan II in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Medinatura, Inc. Retirement Plan assets move in 2023? ▼
Medinatura, Inc. Retirement Plan declined sharply - down 26.5% during 2023, from $14M to $11M. Reported net income was -$4M.
How have Medinatura, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medinatura, Inc.'s sponsor-wide assets grew 8.4%, from $17M to $19M.
Which Profit Sharing plans are similar in size to Medinatura, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James E. Hanson, Inc. Profit Sharing Plan in NJ ($11M, 34 participants).
Which Profit Sharing plans cover a similar participant headcount to Medinatura, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrence's Farm Implements Profit Sharing Plan II in CA (37 participants, N/A 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 465015320.

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.