Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN

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

SAN JUAN REGIONAL MEDICAL CENTER

This Profit Sharing plan holds $131M in total assets and serves 1,887 participants as of 2023. It is sponsored by SAN JUAN REGIONAL MEDICAL CENTER in New Mexico. The plan reported positive net income of $12M for the year.

Total Assets (2023)
$131M
Participants
1,887
State
Industry
Healthcare & Social Assistance

What the Filing Says About SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN

SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN is a Profit Sharing retirement plan sponsored by SAN JUAN REGIONAL MEDICAL CENTER, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 1,887 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 850127924, and the plan has been effective since 1989-02-24. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $119M at the beginning of 2023 to $131M at year-end — a gain of 10.0%. Net assets (after liabilities) closed the year at $131M, with reported net income of $12M 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)$119M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$12M
Plan TypeProfit Sharing
Employer EIN850127924
Plan Effective Date1989-02-24
Filing StatusFILING RECEIVED

Sponsor Plan History (SAN JUAN REGIONAL MEDICAL CENTER)

Year Plans Participants Total Assets
2022 1 1,835 $119M
2023 1 1,887 $131M
2024 1 1,883 $142M

Nearby Profit Sharing Plans in New Mexico

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Frequently Asked Questions

How much money is in the SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN?
As of the 2023 Form 5500 filing, SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN holds $131M in total assets with 1,887 participants. It is sponsored by SAN JUAN REGIONAL MEDICAL CENTER.
What type of plan is SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN?
SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN is a Profit Sharing plan. It has been effective since 1989-02-24. The plan is filed with the U.S. Department of Labor under EIN 850127924.
Who sponsors the SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN?
SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN is sponsored by SAN JUAN REGIONAL MEDICAL CENTER, located in New Mexico. The sponsor's EIN is 850127924 and the plan operates in the Healthcare & Social Assistance industry.
How did SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN perform in 2023?
SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN grew by 10.0% during 2023, moving from $119M to $131M in total assets. Net income was $12M.
Where can I find official filings for SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN?
Official Form 5500 filings for SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850127924 or plan name at efast.dol.gov.
How does SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN compare to other plans?
You can compare SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 850127924.

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 official public datasets. See our methodology for details.