Money Purchase · DOL Form 5500 · 2023
La Mesa Farms Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: La Mesa Farms Money Purchase Pension Plan and Trus · Sponsored by La Mesa Farms · New Mexico · Agriculture, Forestry & Fishing
$2M in assets, 1 participants
La Mesa Farms's La Mesa Farms Money Purchase Pension Plan and Trus reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #394 in Agriculture, Forestry & Fishing (1,288 peers)
La Mesa Farms multi-year trail
La Mesa Farms's plans moved +39.3% in assets from 2022 to 2024; this filing shows La Mesa Farms Money Purchase Pension Plan and Trus at $2M / 1 participant.
- #394
- in Agriculture, Forestry & Fishing (1,288 peers)
- +26.0%
- assets growth YoY
La Mesa Farms Money Purchase Pension Plan and Trus among the smaller filed plans by assets
La Mesa Farms Money Purchase Pension Plan and Trus vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,803,906 29th percentile higher than 29% 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
La Mesa Farms Money Purchase Pension Plan and Trus among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. La Mesa Farms Money Purchase Pension Plan and Trus is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- La Mesa Farms Money Purchase Pension Plan and Trus reported net income rose from -$121K in the plan year 2022 filing to $373K in the plan year 2023 filing.
- La Mesa Farms Money Purchase Pension Plan and Trus end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 850437402 · La Mesa Farms PY 2023 · Money Purchase
La Mesa Farms Money Purchase Pension Plan and Trus · $2M · 1 · 29th
- BOOK $2M
- VS-ST 1
- BOY 29th
- SCH Money Purchase
- EBSA near Eduardo Mccormack Retirement Plan
- PART ind #394
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 Agriculture, Forestry & Fishing retirement plans → · Plans in New Mexico →
La Mesa Farms Money Purchase Pension Plan and Trus in the asset neighbourhood
La Mesa Farms multi-year asset trail
Sponsor-wide plan assets over time
All La Mesa Farms plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 39.30454566417119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
La Mesa Farms filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $373K |
| Employer EIN | 850437402 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New Mexico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Plumbers & Pipefitters Lu 286 Money Purchase Plan $169M · 3,203
- Santa Fe Institute Money Purchase Plan $5M · 13
- Money Purchase Plan Qrp Keogh $3M · 1
La Mesa Farms Money Purchase Pension Plan and Trus's out-of-state Money Purchase peers by assets and headcount
Outside New Mexico, the nearest Money Purchase by assets is Eduardo Mccormack Retirement Plan in PR ($2M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.