Profit Sharing · DOL Form 5500 · 2023
Bosque School Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $107,519
- Avg per participant Below avg balance/head
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.
- #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.
- #1,598
- in Educational Services (3,735 peers)
- +19.6%
- assets growth YoY
Bosque School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
Bosque School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,429,322 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bosque School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bosque School Defined Contribution Retirement Plan is a small filing (97 participants) on this national headcount ladder.
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.
Form 5500 schedule snapshot
Filing strip 850420092 · Bosque School PY 2023 · Profit Sharing
Bosque School Defined Contribution Retirement Plan · $10M · 97 · 60th
- PHOTO $10M
- PHOTO 97
- PHOTO 60th
- PHOTO Profit Sharing
- PHOTO near 403(b) Thrift Plan for Community Health Programs, Inc.
- PHOTO ind #1598
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 Educational Services retirement plans → · Plans in New Mexico →
Bosque School Defined Contribution Retirement Plan in the asset neighbourhood
Bosque School multi-year asset trail
Sponsor-wide plan assets over time
All Bosque School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.5199650403189% vs 2022
- 2024 filing year
| 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.
- 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
Bosque School Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is 403(b) Thrift Plan for Community Health Programs, Inc. in MA ($10M); by covered participants it is United Industries, Inc. 401(k) Plan in AR (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- United Industries, Inc. 401(k) Plan (AR) 97 · 0 off
- Ultimate Solutions Corp (PR) 97 · 0 off
- Mid-South Industries, Inc. Profit Sharing Plan (MS) 97 · 0 off
- Alamo Cement Company Hourly Retirement Plan (TX) 97 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.