Other · DOL Form 5500 · 2024

Lovelace Biomedical Research Institute Retirement Plan

Data updated 2026-07-24

$123M
Total assets: 418
Participants: 92nd
Percentile by assets: $293,676
Avg per participant

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.

92nd percentile by assets (of 116,472 plans)

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.

$123M
total plan assets (2024 EOY): 418
covered participants: 92nd
percentile by assets (of 116,472 plans): $293,676
avg assets per participant

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 →

State

New Mexico

Industry

Professional & Technical Services

Lovelace Biomedical Research Institute Tda and DC Plan vs the 2024 asset distribution

By assets, Lovelace Biomedical Research Institute Tda and DC Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$111M
Net Assets (End of Year)	$123M
Net Income	$12M
Employer EIN	850110669
Plan Effective Date	1997-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lovelace Biomedical Research Institute)

Total plan assets by year, all Lovelace Biomedical Research Institute plans on file

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

Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
San Juan Regional Medical Center 403(b) Plan $142M · 1,883
Albuquerque Academy Retirement Plan $83M · 271
Holy Cross Hospital Retirement Savings Plan $27M · 491
2first Choice Community Healthcare 403(b) Plan $27M · 344

Compare Lovelace Biomedical Research Institute T… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lovelace Biomedical Research Institute Tda and DC Plan by total assets, not by location.

Manhattanville College 403(b) Retirement Plan (NY) $123M · 281
Pediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity Plan (OH) $123M · 433
St. Ambrose University Defined Contribution Plan (IA) $123M · 698
Barry University Defined Contribution Plan (FL) $123M · 432

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 116,472 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).

Next read for Lovelace Biomedical Research Institute T…

Scale reading

Ways to act on Lovelace Biomedical Research Institute Tda and DC Plan's numbers.

By total assets, Lovelace Biomedical Research Institute Tda and DC Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in New Mexico. Compare plans
Lovelace Biomedical Research Institute's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Professional & Technical Services 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 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.