401(k) · DOL Form 5500 · 2023

Pioneer Bank 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
142
Participants Small participant base
48th
Percentile by assets National rank
$42,133
Avg per participant Low balance/head
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Official DOL plan name: Pioneer Bank 401(k) Plan · Sponsored by Pioneer Bank · New Mexico · Finance & Insurance

$6M in assets, 142 participants

Pioneer Bank's Pioneer Bank 401(k) Plan reported $6M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,037 in Finance & Insurance (8,869 peers)

Coverage in New Mexico

Pioneer Bank 401(k) Plan covers 142 participants in New Mexico, about 39% of the average New Mexico filer (state average ~365 per filing). Assets: $6M.

#3,037
in Finance & Insurance (8,869 peers)
+4.3%
assets growth YoY

Pioneer Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Pioneer Bank 401(k) Plan vs every filed plan by assets

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

$5,982,860 48th percentile higher than 48% 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

Pioneer Bank 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. Pioneer Bank 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pioneer Bank 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $251K in the plan year 2023 filing.
  • Pioneer Bank 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pioneer Bank 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850065555 · Pioneer Bank PY 2023 · 401(k)

Pioneer Bank 401(k) Plan · $6M · 142 · 48th

  • PART $6M
  • PART 142
  • PART 48th
  • PART 401(k)
  • PART near Snugz USA Retirement Plan
  • PART ind #3037

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 →

Pioneer Bank 401(k) Plan in the asset neighbourhood

Pioneer Bank 401(k) Plan$6MSnugz USA Retirement Plan$6MMeepos & Company, Cpa's, LLP Profit Sharing PlanMeepos & Company, Cpa's, LLP…$6MHeart + Paw 401(k) Plan$6MYork Excavating Co., LLC 401(k) Salary Savings PlanYork Excavating Co., LLC 401…$6M
End-of-year total assets ($M) among Pioneer Bank 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)$6M
Net Assets (End of Year)$6M
Net Income$251K
Employer EIN850065555
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Bank)

Sponsor-wide plan assets over time

All Pioneer Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.67281530465777% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.9M $16.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 241 $14M
2023 2 243 $15M
2024 2 270 $16M

Nearby 401(k) Plans in New Mexico

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

Pioneer Bank 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Pioneer Bank 401(k) Plan, Total assets ($B): 0.00598286 · Participants: 142Pioneer Bank 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
Pioneer Bank 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Pioneer Bank 401(k) Plan side-by-side with 3 peers →

Pioneer Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Snugz USA Retirement Plan in UT ($6M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Pioneer Bank 401(k) Plan assets move in 2023? ▼
Pioneer Bank 401(k) Plan edged up modestly - up 4.3% during 2023, from $6M to $6M. Reported net income was $251K.
How have Pioneer Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Bank's sponsor-wide assets grew 16.7%, from $14M to $16M.
Which 401(k) plans are similar in size to Pioneer Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Snugz USA Retirement Plan in UT ($6M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Pioneer Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 850065555.

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.