401(k) · DOL Form 5500 · 2024
Family Medicine Partners of Santa Fe, P.C. 401(k) Plan
Data updated 2026-08-25
- $777K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $129,573
- Avg per participant Near avg balance/head
Official DOL plan name: Family Medicine Partners of Santa Fe Retirement Plan · Sponsored by Family Medicine Partners of Santa Fe, P.C. · New Mexico · Healthcare & Social Assistance
$777K in assets, 6 participants
Family Medicine Partners of Santa Fe, P.C.'s Family Medicine Partners of Santa Fe Retirement Plan reported $777K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,834 in Healthcare & Social Assistance (16,916 peers)
Family Medicine Partners of Santa Fe, P.C. multi-year trail
Family Medicine Partners of Santa Fe, P.C.'s plans moved +62.9% in assets from 2022 to 2024; this filing shows Family Medicine Partners of Santa Fe Retirement Plan at $777K / 6 participants.
- #2,834
- in Healthcare & Social Assistance (16,916 peers)
- +22.9%
- assets growth YoY
Family Medicine Partners of Santa Fe Retirement Plan among the smaller filed plans by assets
Family Medicine Partners of Santa Fe Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$777,439 21st percentile higher than 21% 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
Family Medicine Partners of Santa Fe Retirement 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. Family Medicine Partners of Santa Fe Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Medicine Partners of Santa Fe Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Family Medicine Partners of Santa Fe Retirement Plan end-of-year assets rose from $633K in the plan year 2023 filing to $777K in the plan year 2024 filing.
- Family Medicine Partners of Santa Fe Retirement Plan reported net income fell from $155K in the plan year 2023 filing to $145K in the plan year 2024 filing.
DOL schedule card
Filing strip 465572166 · Family Medicine Partners of Santa Fe, P.C. PY 2024 · 401(k)
Family Medicine Partners of Santa Fe Retirement Plan · $777K · 6 · 21st
- IND $777K
- IND 6
- IND 21st
- IND 401(k)
- IND near Addiego Orthodontics LLC Profit Sharing Plan
- IND ind #2834
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 →
Family Medicine Partners of Santa Fe Retirement Plan in the asset neighbourhood
Family Medicine Partners of Santa Fe, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Family Medicine Partners of Santa Fe, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $777K 62.91031999983237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $477K |
| 2023 | 1 | 4 | $633K |
| 2024 | 1 | 6 | $777K |
Family Medicine Partners of Santa Fe, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $633K |
|---|---|
| Net Assets (End of Year) | $777K |
| Net Income | $145K |
| Employer EIN | 465572166 |
| Plan Effective Date | 2015-01-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Family Medicine Partners of Santa Fe Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Addiego Orthodontics LLC Profit Sharing Plan in NJ ($778K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($777K here).
- Addiego Orthodontics LLC Profit Sharing Plan (NJ) $778K · 11
- Heritage Benefit Consultants, Inc. Retirement Plan (CT) $778K · 4
- North Star Employee Retirement Plan (MO) $777K · 153
- Twin Restaurant Holding Employee 401(k) Plan (TX) $777K · 1,271
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.