The University of New Mexico Foundation 403(b)
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by The University of New Mexico Foundation 403(b). · New Mexico · Educational Services
What the 2023 filing shows
The University of New Mexico Foundation 403(b) holds N/A for 91 participants.
- N/A
- total plan assets (2023 EOY)
- 91
- covered participants
What the Filing Says About The University of New Mexico Foundation 403(b)
The University of New Mexico Foundation 403(b) is a Profit Sharing retirement plan sponsored by The University of New Mexico Foundation 403(b)., headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 91 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 850275408, and the plan has been effective since 2008-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Profit Sharing |
| Employer EIN | 850275408 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of New Mexico Foundation 403(b).)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | N/A |
| 2023 | 1 | 91 | N/A |
| 2024 | 1 | 98 | $18M |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $865M · 11,387
- San Juan Regional Medical Center 403(b) Plan $131M · 1,887
- Lovelace Biomedical Research Institute Tda and DC Plan $111M · 419
- Albuquerque Academy Retirement Plan $80M · 281
- Summit Electric Supply Co. 401(k) Plan $80M · 601
Related Data
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Frequently Asked Questions
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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 850275408.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.