Other · DOL Form 5500 · 2023

Taos Health Systems, Incorporated Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
468
Participants Below avg headcount
76th
Percentile by assets National rank
$51,418
Avg per participant Low balance/head
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Official DOL plan name: Holy Cross Hospital Retirement Savings Plan · Sponsored by Taos Health Systems, Incorporated · New Mexico · Healthcare & Social Assistance

$24M in assets, 468 participants

Taos Health Systems, Incorporated's Holy Cross Hospital Retirement Savings Plan reported $24M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,081 in Healthcare & Social Assistance (17,684 peers)

Where Holy Cross Hospital Retirement Savings Plan sits by assets

Holy Cross Hospital Retirement Savings Plan sits in the top quartile of all filed plans by assets, $24M for 468 participants (~$51,418/participant), up 7.8% in 2023.

#14,081
in Healthcare & Social Assistance (17,684 peers)
+7.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Holy Cross Hospital Retirement Savings Plan's outsized position by total assets

Holy Cross Hospital Retirement Savings Plan vs every filed plan by assets

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

$24,063,632 Top 24% higher than 76% 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

Holy Cross Hospital Retirement Savings 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. Holy Cross Hospital Retirement Savings Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holy Cross Hospital Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Holy Cross Hospital Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850289839 · Taos Health Systems, Incorporated PY 2023 · Other

Holy Cross Hospital Retirement Savings Plan · $24M · 468 · 76th

  • BOOK $24M
  • VS-ST 468
  • BOY 76th
  • SCH Other
  • EBSA near USA Hockey, Inc. 403(b) Plan
  • PART ind #14081

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 →

Holy Cross Hospital Retirement Savings Plan in the asset neighbourhood

The Silvercrest Center for Nursing and Rehabilitation Retirement and Savings PlanThe Silvercrest Center for N…$24MHoly Cross Hospital Retirement Savings PlanHoly Cross Hospital Retireme…$24MUSA Hockey, Inc. 403(b) Plan$24MThe Cleveland Foundation Retirement PlanThe Cleveland Foundation Ret…$24MSouthern Wesleyan University DC PlanSouthern Wesleyan University…$24M
End-of-year total assets ($M) among Holy Cross Hospital Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN850289839
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taos Health Systems, Incorporated)

Sponsor-wide plan assets over time

All Taos Health Systems, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$27M 20.920916639905354% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $27M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 465 $22M
2023 1 468 $24M
2024 1 491 $27M

Nearby Other Plans in New Mexico

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

Holy Cross Hospital Retirement Savings Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Holy Cross Hospital Retirement Savings Plan, Total assets ($M): 24.063632 · Participants: 468Holy Cross Hospital Retirement Savings 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
Holy Cross Hospital Retirement Savings Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Holy Cross Hospital Retirement Savings Plan side-by-side with 3 peers →

Holy Cross Hospital Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is USA Hockey, Inc. 403(b) Plan in CO ($24M); by covered participants it is Judson 403(b) Plan in OH (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Holy Cross Hospital Retirement Savings Plan assets move in 2023? ▼
Holy Cross Hospital Retirement Savings Plan grew at a solid clip - up 7.8% during 2023, from $22M to $24M. Reported net income was $2M.
How have Taos Health Systems, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taos Health Systems, Incorporated's sponsor-wide assets grew 20.9%, from $22M to $27M.
Where does Holy Cross Hospital Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Holy Cross Hospital Retirement Savings Plan ranks in the 76th 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 Other plans are similar in size to Holy Cross Hospital Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is USA Hockey, Inc. 403(b) Plan in CO ($24M, 138 participants).
Which Other plans cover a similar participant headcount to Holy Cross Hospital Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Judson 403(b) Plan in OH (468 participants, $10M 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 850289839.

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.