Profit Sharing · DOL Form 5500 · 2023

Manzano Day School Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$12M
Total assets
118
Participants
39th
Percentile by assets

Sponsored by Manzano Day School · New Mexico · Educational Services

What the 2023 filing shows

Manzano Day School Defined Contribution Plan holds $12M for 118 participants - about $102,162 per participant, in the lower half of filed plans by assets, up 10.4% over the 2023 plan year.

$12M
total plan assets (2023 EOY)
118
covered participants
39th
percentile by assets (of 72,800 plans)
$102,162
avg assets per participant
Total Assets (2023)
$12M
Participants
118
State
Industry
Educational Services

What the Filing Says About Manzano Day School Defined Contribution Plan

Manzano Day School Defined Contribution Plan is a Profit Sharing retirement plan sponsored by Manzano Day School, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 118 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 850127993, and the plan has been effective since 1977-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $12M at year-end - a gain of 10.4%. Net assets (after liabilities) closed the year at $12M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$1M
Plan TypeProfit Sharing
Employer EIN850127993
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Manzano Day School)

Year Plans Participants Total Assets
2022 1 118 $11M
2023 1 118 $12M
2024 1 125 $13M

Nearby Profit Sharing Plans in New Mexico

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

Frequently Asked Questions

How much money is in the Manzano Day School Defined Contribution Plan?
As of the 2023 Form 5500 filing, Manzano Day School Defined Contribution Plan holds $12M in total assets with 118 participants. It is sponsored by Manzano Day School.
What type of plan is Manzano Day School Defined Contribution Plan?
Manzano Day School Defined Contribution Plan is a Profit Sharing plan. It has been effective since 1977-09-01. The plan is filed with the U.S. Department of Labor under EIN 850127993.
Who sponsors the Manzano Day School Defined Contribution Plan?
Manzano Day School Defined Contribution Plan is sponsored by Manzano Day School, located in New Mexico. The sponsor's EIN is 850127993 and the plan operates in the Educational Services industry.
How did Manzano Day School Defined Contribution Plan perform in 2023?
Manzano Day School Defined Contribution Plan grew by 10.4% during 2023, moving from $11M to $12M in total assets. Net income was $1M.
Where can I find official filings for Manzano Day School Defined Contribution Plan?
Official Form 5500 filings for Manzano Day School Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850127993 or plan name at efast.dol.gov.
How does Manzano Day School Defined Contribution Plan compare to other plans?
You can compare Manzano Day School Defined Contribution Plan against other Profit Sharing plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 850127993.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.