Other · DOL Form 5500 · 2023

Midwest New Mexico Community Action Program Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
122
Participants Small participant base
44th
Percentile by assets National rank
$40,321
Avg per participant Low balance/head
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Official DOL plan name: Midwest New Mexico Community Action Program 403(b) Plan · Sponsored by Midwest New Mexico Community Action Program · New Mexico · Other Services

$5M in assets, 122 participants

Midwest New Mexico Community Action Program's Midwest New Mexico Community Action Program 403(b) Plan reported $5M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,162 in Other Services (7,857 peers)

Coverage in New Mexico

Midwest New Mexico Community Action Program 403(b) Plan covers 122 participants in New Mexico, about 33% of the average New Mexico filer (state average ~365 per filing). Assets: $5M.

#5,162
in Other Services (7,857 peers)
+18.4%
assets growth YoY

Midwest New Mexico Community Action Program 403(b) Plan's mid-pack asset rank among Other Services and all filers

Midwest New Mexico Community Action Program 403(b) Plan vs every filed plan by assets

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

$4,919,199 44th percentile higher than 44% 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

Midwest New Mexico Community Action Program 403(b) 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. Midwest New Mexico Community Action Program 403(b) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midwest New Mexico Community Action Program 403(b) Plan reported net income rose from -$727K in the plan year 2022 filing to $747K in the plan year 2023 filing.
  • Midwest New Mexico Community Action Program 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Midwest New Mexico Community Action Program 403(b) Plan reported participants fell from 130 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850204500 · Midwest New Mexico Community Action Program PY 2023 · Other

Midwest New Mexico Community Action Program 403(b) Plan · $5M · 122 · 44th

  • ASSETS $5M
  • PCT 122
  • EIN 44th
  • RANK Other
  • PHOTO near Y.a.H., Inc. Profit Sharing Plan
  • IND ind #5162

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 →

Midwest New Mexico Community Action Program 403(b) Plan in the asset neighbourhood

Midwest New Mexico Community Action Program 403(b) PlanMidwest New Mexico Community…$5MY.a.H., Inc. Profit Sharing PlanY.a.H., Inc. Profit Sharing …$5MSoutheastern Behavioral Healthcare 403(b) PlanSoutheastern Behavioral Heal…$5MLifecare Alliance 403(b) Retirement PlanLifecare Alliance 403(b) Ret…$5MHeritage School of Newnan Retirement PlanHeritage School of Newnan Re…$5M
End-of-year total assets ($M) among Midwest New Mexico Community Action Program 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$747K
Employer EIN850204500
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest New Mexico Community Action Program)

Sponsor-wide plan assets over time

All Midwest New Mexico Community Action Program plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.886621544360963% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.16M $5.4M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 130 $4M
2023 1 122 $5M
2024 1 133 $5M

Nearby Other Plans in New Mexico

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

Midwest New Mexico Community Action Program 403(b) Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Midwest New Mexico Community Action Program 403(b) Plan, Total assets ($M): 4.919199 · Participants: 122Midwest New Mexico Community Action Program 403(b) 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
Midwest New Mexico Community Action Program 403(b) Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Midwest New Mexico Community Action Program 403(b) Plan side-by-side with 3 peers →

Midwest New Mexico Community Action Program 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Y.a.H., Inc. Profit Sharing Plan in NJ ($5M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Midwest New Mexico Community Action Program 403(b) Plan assets move in 2023? ▼
Midwest New Mexico Community Action Program 403(b) Plan grew sharply - up 18.4% during 2023, from $4M to $5M. Reported net income was $747K.
How have Midwest New Mexico Community Action Program plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest New Mexico Community Action Program's sponsor-wide assets grew 29.9%, from $4M to $5M.
Which Other plans are similar in size to Midwest New Mexico Community Action Program 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Y.a.H., Inc. Profit Sharing Plan in NJ ($5M, 1 participant).
Which Other plans cover a similar participant headcount to Midwest New Mexico Community Action Program 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants, $15M 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 850204500.

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.