Other · DOL Form 5500 · 2024

Lovelace Biomedical Research Institute Retirement Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
418
Participants Below avg headcount
92nd
Percentile by assets National rank
$293,676
Avg per participant High balance/head
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Official DOL plan name: Lovelace Biomedical Research Institute Tda and DC Plan · Sponsored by Lovelace Biomedical Research Institute · New Mexico · Professional & Technical Services

$123M in assets, 418 participants

Lovelace Biomedical Research Institute's Lovelace Biomedical Research Institute Tda and DC Plan reported $123M in total assets and 418 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,743 in Professional & Technical Services (20,173 peers)

Where Lovelace Biomedical Research Institute Tda and DC Plan sits by assets

Lovelace Biomedical Research Institute Tda and DC Plan sits in the top 10% of all filed plans by assets, $123M for 418 participants (~$293,676/participant), up 10.6% in 2024.

#18,743
in Professional & Technical Services (20,173 peers)
+10.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Lovelace Biomedical Research Institute Tda and DC Plan's outsized position by total assets

Lovelace Biomedical Research Institute Tda and DC Plan vs every filed plan by assets

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

$122,756,430 Top 8% higher than 92% 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

Lovelace Biomedical Research Institute Tda and DC Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lovelace Biomedical Research Institute Tda and DC Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lovelace Biomedical Research Institute Tda and DC Plan end-of-year assets rose from $111M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • Lovelace Biomedical Research Institute Tda and DC Plan reported net income rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 850110669 · Lovelace Biomedical Research Institute PY 2024 · Other

Lovelace Biomedical Research Institute Tda and DC Plan · $123M · 418 · 92nd

  • PART $123M
  • PART 418
  • PART 92nd
  • PART Other
  • PART near Manhattanville College 403(b) Retirement Plan
  • PART ind #18743

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 →

Lovelace Biomedical Research Institute Tda and DC Plan in the asset neighbourhood

Lovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$123MManhattanville College 403(b) Retirement PlanManhattanville College 403(b…$123MPediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity PlanPediatric Academic Associati…$123MSt. Ambrose University Defined Contribution PlanSt. Ambrose University Defin…$123MBarry University Defined Contribution PlanBarry University Defined Con…$123M
End-of-year total assets ($M) among Lovelace Biomedical Research Institute Tda and DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$123M
Net Income$12M
Employer EIN850110669
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lovelace Biomedical Research Institute)

Sponsor-wide plan assets over time

All Lovelace Biomedical Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$123M 23.48298784770749% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $99.4M $123M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 389 $99M
2023 1 419 $111M
2024 1 418 $123M

Nearby Other Plans in New Mexico

Peer Other plans, same state, same plan type, ranked by total assets.

Lovelace Biomedical Research Institute Tda and DC Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Lovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 122.75643 · Participants: 418Lovelace Biomedical Research Institute Tda and DC PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 967.775957 · Participants: 11856Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 142.174367 · Participants: 1883San Juan Regional Medical Center 403(b) PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 82.600191 · Participants: 271Albuquerque Academy Retirement PlanHoly Cross Hospital Retirement Savings Plan, Total assets ($M): 27.001787 · Participants: 491Holy Cross Hospital Retirement Savings Plan2first Choice Community Healthcare 403(b) Plan, Total assets ($M): 26.666661 · Participants: 3442first Choice Community Healthcare 403(b) Plan
Lovelace Biomedical Research Institute Tda and DC Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Lovelace Biomedical Research Institute Tda and DC Plan side-by-side with 3 peers →

Lovelace Biomedical Research Institute Tda and DC Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Manhattanville College 403(b) Retirement Plan in NY ($123M); by covered participants it is Area Storage & Transfer Inc. Prevailing Wage Plan in PA (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Lovelace Biomedical Research Institute Tda and DC Plan assets move in 2024? ▼
Lovelace Biomedical Research Institute Tda and DC Plan grew at a solid clip - up 10.6% during 2024, from $111M to $123M. Reported net income was $12M.
How have Lovelace Biomedical Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lovelace Biomedical Research Institute's sponsor-wide assets grew 23.5%, from $99M to $123M.
Where does Lovelace Biomedical Research Institute Tda and DC Plan rank by assets among Form 5500 filers? ▼
Lovelace Biomedical Research Institute Tda and DC Plan ranks in the 92nd 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 Other plans are similar in size to Lovelace Biomedical Research Institute Tda and DC Plan? ▼
Among Other plans in other states, the closest by assets is Manhattanville College 403(b) Retirement Plan in NY ($123M, 281 participants).
Which Other plans cover a similar participant headcount to Lovelace Biomedical Research Institute Tda and DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Area Storage & Transfer Inc. Prevailing Wage Plan in PA (418 participants, $8M 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 850110669.

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.