401(k) · DOL Form 5500 · 2024

Thornburg Investment Management, Incorporated 401(k) Plan

Data updated 2026-08-11

$156M
Total assets: 244
Participants: 93rd
Percentile by assets: $640,820
Avg per participant

Official DOL plan name: Thornburg Investment Management, Incorporated 401(k) Plan · Sponsored by Thornburg Investment Management, Incorporated · New Mexico · Finance & Insurance

$156M in assets, 244 participants

Thornburg Investment Management, Incorporated's Thornburg Investment Management, Incorporated 401(k) Plan reported $156M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 123,622 plans)
#7,620 in Finance & Insurance (8,549 peers)

Where Thornburg Investment Management, Incorporated 401(k) Plan sits by assets

Thornburg Investment Management, Incorporated 401(k) Plan sits in the top 10% of all filed plans by assets, $156M for 244 participants (~$640,820/participant), up 7.7% in 2024.

$156M
total plan assets (2024 EOY): 244
covered participants: 93rd
percentile by assets (of 123,622 plans): $640,820
avg assets per participant

Where Thornburg Investment Management, Incorporated 401(k) Plan sits by total assets

Thornburg Investment Management, Incorporated 401(k) Plan vs every filed plan by assets

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

$156,360,180 Top 7% higher than 93% of 123,620 filed plans

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

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

Thornburg Investment Management, Incorporated 401(k) Plan reported net income fell from $24M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Thornburg Investment Management, Incorporated 401(k) Plan end-of-year assets rose from $145M in the plan year 2023 filing to $156M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Mexico

Industry

Finance & Insurance

Thornburg Investment Management, Incorporated 401(k) Plan vs the 2024 asset distribution

By assets, Thornburg Investment Management, Incorporated 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$145M
Net Assets (End of Year)	$156M
Net Income	$11M
Employer EIN	850301299
Plan Effective Date	2003-03-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Thornburg Investment Management, Incorporated)

Total plan assets by year, all Thornburg Investment Management, Incorporated plans on file

Year	Plans	Participants	Total Assets
2022	1	255	$121M
2023	1	244	$145M
2024	1	244	$156M

Nearby 401(k) Plans in New Mexico

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

Thornburg Investment Management, Incorporated 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $7.2B · 15,926
Triad 401(k) Retirement Plan $2.5B · 11,744
Triad 401(k) Savings Plan $900M · 2,058
Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218

Compare Thornburg Investment Management, Incorpo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Thornburg Investment Management, Incorporated 401(k) Plan by total assets, not by location.

Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan (NY) $156M · 358
Chiquita/Fresh Express Savings and Investment Plan (IN) $156M · 1,944
Unitil Corporation Tax Deferred Savings and Investment Plan (NH) $156M · 521
Baupost Group Savings Retirement Plan (MA) $156M · 266

Frequently Asked Questions

How did Thornburg Investment Management, Incorporated 401(k) Plan assets move in 2024? ▼

Thornburg Investment Management, Incorporated 401(k) Plan grew at a solid clip - up 7.7% during 2024, from $145M to $156M. Reported net income was $11M.

How have Thornburg Investment Management, Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Thornburg Investment Management, Incorporated's sponsor-wide assets grew 28.9%, from $121M to $156M.

Where does Thornburg Investment Management, Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼

Thornburg Investment Management, Incorporated 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Thornburg Investment Management, Incorporated 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY ($156M, 358 participants).

Next read for Thornburg Investment Management, Incorpo…

Scale reading

Ways to act on Thornburg Investment Management, Incorporated 401(k) Plan's numbers.

By total assets, Thornburg Investment Management, Incorporated 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Mexico. Compare plans
Thornburg Investment Management, Incorporated's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 850301299.