Defined Benefit (Pension) · DOL Form 5500 · 2023

New Mexico Orthopaedic Associates, P.C. Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
209
Participants Below avg headcount
78th
Percentile by assets National rank
$130,425
Avg per participant Near avg balance/head
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Official DOL plan name: New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan · Sponsored by New Mexico Orthopaedic Associates, P.C. · New Mexico · Healthcare & Social Assistance

$27M in assets, 209 participants

New Mexico Orthopaedic Associates, P.C.'s New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan reported $27M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,364 in Healthcare & Social Assistance (17,684 peers)

Where New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan sits by assets

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan sits in the top quartile of all filed plans by assets, $27M for 209 participants (~$130,425/participant), up 20.0% in 2023.

#14,364
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's outsized position by total assets

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan vs every filed plan by assets

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

$27,258,888 Top 22% higher than 78% 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

New Mexico Orthopaedic Associates, P.C. Defined Benefit 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, P.C. Defined Benefit Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan reported participants rose from 196 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850291612 · New Mexico Orthopaedic Associates, P.C. PY 2023 · Defined Benefit (Pension)

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan · $27M · 209 · 78th

  • EBSA $27M
  • EBSA 209
  • EBSA 78th
  • EBSA Defined Benefit (Pension)
  • EBSA near Amalgamated Bank of Chicago Retirement Plan
  • EBSA ind #14364

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, P.C. Defined Benefit Plan in the asset neighbourhood

Howmet Corporation Muskegon County Operations Hrly Ees Pension PlanHowmet Corporation Muskegon …$27MFoss Maritime Company Pension PlanFoss Maritime Company Pensio…$27MNew Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNew Mexico Orthopaedic Assoc…$27MAmalgamated Bank of Chicago Retirement PlanAmalgamated Bank of Chicago …$27MTodd Shipyards Corporation Retirement SystemTodd Shipyards Corporation R…$27M
End-of-year total assets ($M) among New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN850291612
Plan Effective Date2002-01-01
Filing StatusFILING 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
$60M$70M$80M$90M 202220232024 $63.2M $84.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 444 $63M
2023 2 466 $74M
2024 2 459 $85M

Nearby Defined Benefit (Pension) Plans in New Mexico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -202468 Total assets ($B) Participants New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan, Total assets ($B): 0.027258888 · Participants: 209New Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNtess Retirement Income Plan, Total assets ($B): 6.09808864 · Participants: 3544Ntess Retirement Income PlanTriad Defined Benefit Pension Plan, Total assets ($B): 5.686688811 · Participants: 2214Triad Defined Benefit Pension PlanPnm Resources, Inc. Employees' Retirement Plan, Total assets ($B): 0.407211663 · Participants: 146Pnm Resources, Inc. Employees' Retirement PlanPresbyterian Healthcare Services Employees' Pension Plan II, Total assets ($B): 0.247845171 · Participants: 814Presbyterian Healthcare Services Employees' Pension Plan IIWaste Isolation Pilot Plant Pension Plan, Total assets ($B): 0.223782278 · Participants: 953Waste Isolation Pilot Plant Pension Plan
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan side-by-side with 3 peers →

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Amalgamated Bank of Chicago Retirement Plan in IL ($27M); by covered participants it is Pension Plan for Union Employees of Fox Television Stations, LLC in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan assets move in 2023? ▼
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan grew sharply - up 20.0% during 2023, from $23M to $27M. Reported net income was $5M.
How have New Mexico Orthopaedic Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Mexico Orthopaedic Associates, P.C.'s sponsor-wide assets grew 33.8%, from $63M to $85M.
Where does New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Bank of Chicago Retirement Plan in IL ($27M, 65 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Union Employees of Fox Television Stations, LLC in NY (209 participants, $45M 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 850291612.

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.