401(k) · DOL Form 5500 · 2024

Carefirst of Nm, Inc. 401(k) Plan

Data updated 2026-08-25

$345K
Total assets Small plan by assets
6
Participants Small participant base
15th
Percentile by assets National rank
$57,518
Avg per participant Low balance/head
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Official DOL plan name: Carefirst of Nm, Inc. 401(k) Plan · Sponsored by Carefirst of Nm, Inc. · New Mexico · Healthcare & Social Assistance

$345K in assets, 6 participants

Carefirst of Nm, Inc.'s Carefirst of Nm, Inc. 401(k) Plan reported $345K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,750 in Healthcare & Social Assistance (16,916 peers)

Carefirst of Nm, Inc. multi-year trail

Carefirst of Nm, Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Carefirst of Nm, Inc. 401(k) Plan at $345K / 6 participants.

#1,750
in Healthcare & Social Assistance (16,916 peers)
+9.3%
assets growth YoY

Carefirst of Nm, Inc. 401(k) Plan among the smaller filed plans by assets

Carefirst of Nm, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$345,110 15th percentile higher than 15% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Carefirst of Nm, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carefirst of Nm, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carefirst of Nm, Inc. 401(k) Plan reported net income rose from $9K in the plan year 2023 filing to $29K in the plan year 2024 filing.
  • Carefirst of Nm, Inc. 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Carefirst of Nm, Inc. 401(k) Plan end-of-year assets rose from $316K in the plan year 2023 filing to $345K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 472394326 · Carefirst of Nm, Inc. PY 2024 · 401(k)

Carefirst of Nm, Inc. 401(k) Plan · $345K · 6 · 15th

  • EBSA $345K
  • PART 6
  • TYPE 15th
  • NET 401(k)
  • BOOK near S4g Emf Corporation 401(k) Plan
  • VS-ST ind #1750

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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →

Carefirst of Nm, Inc. 401(k) Plan in the asset neighbourhood

Carefirst of Nm, Inc. 401(k) PlanCarefirst of Nm, Inc. 401(k)…$345KS4g Emf Corporation 401(k) PlanS4g Emf Corporation 401(k) P…$345KUnity Ventures Management Company, Inc. 401(k) Profit Sharing PlanUnity Ventures Management Co…$345KWatsonworks Retirement Plan$345KFuse Markets, Inc. 401(k) Profit Sharing PlanFuse Markets, Inc. 401(k) Pr…$345K
End-of-year total assets ($M) among Carefirst of Nm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carefirst of Nm, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carefirst of Nm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$345K 12.652930654027447% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M 202220232024 $0.31M $0.35M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 6 $306K
2023 1 7 $316K
2024 1 6 $345K

Carefirst of Nm, Inc. filing trail (2024)

Total Assets (Beginning of Year)$316K
Net Assets (End of Year)$345K
Net Income$29K
Employer EIN472394326
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carefirst of Nm, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Carefirst of Nm, Inc. 401(k) Plan, Total assets ($B): 0.00034511 · Participants: 6Carefirst of Nm, Inc. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Carefirst of Nm, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Carefirst of Nm, Inc. 401(k) Plan side-by-side with 3 peers →

Carefirst of Nm, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is S4g Emf Corporation 401(k) Plan in AZ ($345K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carefirst of Nm, Inc. 401(k) Plan assets move in 2024? ▼
Carefirst of Nm, Inc. 401(k) Plan grew at a solid clip - up 9.3% during 2024, from $316K to $345K. Reported net income was $29K.
How have Carefirst of Nm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carefirst of Nm, Inc.'s sponsor-wide assets grew 12.7%, from $306K to $345K.
Where does Carefirst of Nm, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carefirst of Nm, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carefirst of Nm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is S4g Emf Corporation 401(k) Plan in AZ ($345K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Carefirst of Nm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472394326.

Read our methodology - how this data is sourced, computed, and verified.

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