Profit Sharing · DOL Form 5500 · 2023
Bosque School Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 97
- Participants
- 60th
- Percentile by assets
- $107,519
- Avg per participant
Official DOL plan name: Bosque School Defined Contribution Retirement Plan · Sponsored by Bosque School · New Mexico · Educational Services
$10M in assets, 97 participants
Bosque School's Bosque School Defined Contribution Retirement Plan reported $10M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #1,598 in Educational Services (3,735 peers)
Bosque School multi-year trail
Bosque School's plans moved +35.5% in assets from 2022 to 2024; this filing shows Bosque School Defined Contribution Retirement Plan at $10M / 97 participants.
- $10M
- total plan assets (2023 EOY)
- 97
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $107,519
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bosque School Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Bosque School Defined Contribution Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Bosque School Defined Contribution Retirement Plan reported participants fell from 115 in the plan year 2022 filing to 97 in the plan year 2023 filing.
Bosque School across 3 plan years on file
Across the 3 plan years Bosque School has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 35.5%, while reported participants moved from 115 to 103 (-10.4%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).
Bosque School multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $9M |
| 2023 | 1 | 97 | $10M |
| 2024 | 1 | 103 | $12M |
Bosque School filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 850420092 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Bosque School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
- Presbyterian Healthcare Services 401(a) Plan $455M · 11,386
- Presbyterian Medical Services Discretionary Contribution Plan $35M · 1,015
- Santa Fe Preparatory School DC Retirement Plan $16M · 132
- T & R Market Profit Sharing Plan $13M · 97
- Medinatura, Inc. Retirement Plan $11M · 37
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Profit Sharing plans in other states closest to Bosque School Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Bosque School Defined Contribution Retirement Plan's numbers.
- By total assets, Bosque School Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Bosque School's sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Educational Services plans