Other · DOL Form 5500 · 2024
Lobo Energy, Incorporated Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $256,761
- Avg per participant Above avg balance/head
Official DOL plan name: Lobo Energy Incorporated 403(b) DC Plan · Sponsored by Lobo Energy, Incorporated · New Mexico · Professional & Technical Services
$2M in assets, 7 participants
Lobo Energy, Incorporated's Lobo Energy Incorporated 403(b) DC Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,816 in Professional & Technical Services (20,173 peers)
Lobo Energy, Incorporated multi-year trail
Lobo Energy, Incorporated's plans moved +75.1% in assets from 2022 to 2024; this filing shows Lobo Energy Incorporated 403(b) DC Plan at $2M / 7 participants.
- #4,816
- in Professional & Technical Services (20,173 peers)
- +29.0%
- assets growth YoY
Lobo Energy Incorporated 403(b) DC Plan among the smaller filed plans by assets
Lobo Energy Incorporated 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,797,329 28th percentile higher than 28% 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
Lobo Energy Incorporated 403(b) DC 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. Lobo Energy Incorporated 403(b) DC Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lobo Energy Incorporated 403(b) DC Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lobo Energy Incorporated 403(b) DC Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Lobo Energy Incorporated 403(b) DC Plan reported net income rose from $367K in the plan year 2023 filing to $404K in the plan year 2024 filing.
DOL schedule card
Filing strip 850459211 · Lobo Energy, Incorporated PY 2024 · Other
Lobo Energy Incorporated 403(b) DC Plan · $2M · 7 · 28th
- VS-ST $2M
- BOY 7
- SCH 28th
- EBSA Other
- PART near Memphis Goodwill Inc. 403b Retirement Plan
- TYPE ind #4816
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 Professional & Technical Services retirement plans → · Plans in New Mexico →
Lobo Energy Incorporated 403(b) DC Plan in the asset neighbourhood
Lobo Energy, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Lobo Energy, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 75.1343961600262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 8 | $1M |
| 2024 | 1 | 7 | $2M |
Lobo Energy, Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $404K |
| Employer EIN | 850459211 |
| Plan Effective Date | 2000-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
- San Juan Regional Medical Center 403(b) Plan $142M · 1,883
- Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
- Albuquerque Academy Retirement Plan $83M · 271
- Holy Cross Hospital Retirement Savings Plan $27M · 491
Lobo Energy Incorporated 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Memphis Goodwill Inc. 403b Retirement Plan in TN ($2M); by covered participants it is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants). 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 (7 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.