401(k) · DOL Form 5500 · 2023

Ojo Caliente Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
146
Participants Small participant base
35th
Percentile by assets National rank
$19,975
Avg per participant Low balance/head
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Official DOL plan name: Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Ojo Caliente Holdings, Inc. · New Mexico · Other Services

$3M in assets, 146 participants

Ojo Caliente Holdings, Inc.'s Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,656 in Other Services (7,857 peers)

Coverage in New Mexico

Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan covers 146 participants in New Mexico, about 40% of the average New Mexico filer (state average ~365 per filing). Assets: $3M.

#4,656
in Other Services (7,857 peers)
+27.0%
assets growth YoY

Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,916,358 35th percentile higher than 35% 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

Ojo Caliente Holdings, Inc. 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. Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from -$644K in the plan year 2022 filing to $620K in the plan year 2023 filing.
  • Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 109 in the plan year 2022 filing to 146 in the plan year 2023 filing.
  • Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 562569409 · Ojo Caliente Holdings, Inc. PY 2023 · 401(k)

Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan · $3M · 146 · 35th

  • SCH $3M
  • SCH 146
  • SCH 35th
  • SCH 401(k)
  • SCH near California Fish Grill, LLC 401(k) Plan
  • SCH ind #4656

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 →

Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ojo Caliente Holdings, Inc. 401(k) Profit Sharing PlanOjo Caliente Holdings, Inc. …$3MCalifornia Fish Grill, LLC 401(k) PlanCalifornia Fish Grill, LLC 4…$3MJ. D. Beam, Inc. Savings Plan$3MFrank Lynn & Associates, Inc. Profit Sharing and 401(k) PlanFrank Lynn & Associates, Inc…$3MCintel, Inc. 401(k) Profit Sharing PlanCintel, Inc. 401(k) Profit S…$3M
End-of-year total assets ($M) among Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$620K
Employer EIN562569409
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ojo Caliente Holdings, Inc.)

Sponsor-wide plan assets over time

All Ojo Caliente Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.27613681882304% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.3M $3.41M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 109 $2M
2023 1 146 $3M
2024 1 153 $3M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002916358 · Participants: 146Ojo Caliente Holdings, Inc. 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ojo Caliente Holdings, Inc. 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 California Fish Grill, LLC 401(k) Plan in CA ($3M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.0% during 2023, from $2M to $3M. Reported net income was $620K.
How have Ojo Caliente Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ojo Caliente Holdings, Inc.'s sponsor-wide assets grew 48.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Fish Grill, LLC 401(k) Plan in CA ($3M, 586 participants).
Which 401(k) plans cover a similar participant headcount to Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 562569409.

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.