Other · DOL Form 5500 · 2023

Eugene V and Clare E Thaw Charitable Trust Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan · Sponsored by Eugene V and Clare E Thaw Charitable Trust · New Mexico · Other Services

$1M in assets, 1 participants

Eugene V and Clare E Thaw Charitable Trust's Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,892 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan ranks #3,892 of 7,857 2023 filers by assets (1746% of the sector average)-$1M for 1 participant.

#3,892
in Other Services (7,857 peers)
+22.9%
assets growth YoY

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan among the smaller filed plans by assets

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan vs every filed plan by assets

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

$1,149,551 25th percentile higher than 25% 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

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan reported net income rose from -$104K in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan end-of-year assets rose from $935K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133081491 · Eugene V and Clare E Thaw Charitable Trust PY 2023 · Other

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan · $1M · 1 · 25th

  • TYPE $1M
  • TYPE 1
  • TYPE 25th
  • TYPE Other
  • TYPE near Alliance Health Management Services, LLC 403(b) Plan
  • TYPE ind #3892

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 Other Services retirement plans → · Plans in New Mexico →

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan in the asset neighbourhood

Westbury Christian School$1MEugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement PlanEugene V and Clare E Thaw Ch…$1MAlliance Health Management Services, LLC 403(b) PlanAlliance Health Management S…$1MIbero-American Action League, Inc. 403(b) Retirement PlanIbero-American Action League…$1MValley Library Consortium Defined Contribution Retirement PlanValley Library Consortium De…$1M
End-of-year total assets ($M) among Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$935K
Net Assets (End of Year)$1M
Net Income$214K
Employer EIN133081491
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eugene V and Clare E Thaw Charitable Trust)

Sponsor-wide plan assets over time

All Eugene V and Clare E Thaw Charitable Trust plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.911006542488753% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M 20222023 $0.94M $1.15M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 1 $935K
2023 1 1 $1M

Nearby Other Plans in New Mexico

Peer Other plans, same state, same plan type, ranked by total assets.

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan, Total assets ($M): 1.149551 · Participants: 1Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 865.148227 · Participants: 11387Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 131.12294 · Participants: 1887San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 111.015324 · Participants: 419Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 80.154887 · Participants: 281Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 30.925279 · Participants: 433First Choice Community Healthcare 403(b) Plan
Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan side-by-side with 3 peers →

Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Alliance Health Management Services, LLC 403(b) Plan in MA ($1M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan assets move in 2023? ▼
Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan grew sharply - up 22.9% during 2023, from $935K to $1M. Reported net income was $214K.
How have Eugene V and Clare E Thaw Charitable Trust plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Eugene V and Clare E Thaw Charitable Trust's sponsor-wide assets grew 22.9%, from $935K to $1M.
Where does Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Alliance Health Management Services, LLC 403(b) Plan in MA ($1M, 34 participants).
Which Other plans cover a similar participant headcount to Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 133081491.

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.