401(k) · DOL Form 5500 · 2023
New Mexico Orthopaedic Associates, P.C. 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 257
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $182,999
- Avg per participant Above avg balance/head
Official DOL plan name: New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan · Sponsored by New Mexico Orthopaedic Associates, P.C. · New Mexico · Healthcare & Social Assistance
$47M in assets, 257 participants
New Mexico Orthopaedic Associates, P.C.'s New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan reported $47M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,417 in Healthcare & Social Assistance (17,684 peers)
Where New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan sits by assets
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $47M for 257 participants (~$182,999/participant), up 16.2% in 2023.
- #15,417
- in Healthcare & Social Assistance (17,684 peers)
- +16.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan's outsized position by total assets
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,030,784 Top 15% higher than 85% 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
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing 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 Orthopaedic Associates, PC 401(k) Profit Sharing Plan sits mid-pack in the medium band (257 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan reported participants rose from 248 in the plan year 2022 filing to 257 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 850291612 · New Mexico Orthopaedic Associates, P.C. PY 2023 · 401(k)
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan · $47M · 257 · 85th
- 5500 $47M
- 5500 257
- 5500 85th
- 5500 401(k)
- 5500 near P & C Group Deferred Savings Plan
- 5500 ind #15417
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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $7M |
| Employer EIN | 850291612 |
| Plan Effective Date | 2015-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Mexico Orthopaedic Associates, P.C.)
Sponsor-wide plan assets over time
All New Mexico Orthopaedic Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 33.82666398921325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 444 | $63M |
| 2023 | 2 | 466 | $74M |
| 2024 | 2 | 459 | $85M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
New Mexico Orthopaedic Associates, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is P & C Group Deferred Savings Plan in MI ($47M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- P & C Group Deferred Savings Plan (MI) $47M · 1,418
- Schuber Mitchell Homes Retirement Savings Plan (MO) $47M · 215
- Bcs Financial Corporation Tax-Favored Savings Program (IL) $47M · 134
- Keesal, Young & Logan 401(k) Plan (CA) $47M · 144
Similar participant headcount
Nearest other-state filings by covered participants (257 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.