401(k) · DOL Form 5500 · 2024

New Mexico Mutual Casualty Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
151
Participants Small participant base
75th
Percentile by assets National rank
$176,509
Avg per participant Above avg balance/head
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Official DOL plan name: New Mexico Mutual 401(k) Plan · Sponsored by New Mexico Mutual Casualty Company · New Mexico · Finance & Insurance

$27M in assets, 151 participants

New Mexico Mutual Casualty Company's New Mexico Mutual 401(k) Plan reported $27M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,312 in Finance & Insurance (8,549 peers)

Coverage in New Mexico

New Mexico Mutual 401(k) Plan covers 151 participants in New Mexico, about 41% of the average New Mexico filer (state average ~365 per filing). Assets: $27M.

#5,312
in Finance & Insurance (8,549 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

New Mexico Mutual 401(k) Plan's outsized position by total assets

New Mexico Mutual 401(k) Plan vs every filed plan by assets

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

$26,652,805 Top 25% higher than 75% 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

New Mexico Mutual 401(k) 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. New Mexico Mutual 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Mexico Mutual 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • New Mexico Mutual 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • New Mexico Mutual 401(k) Plan reported participants fell from 154 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850391712 · New Mexico Mutual Casualty Company PY 2024 · 401(k)

New Mexico Mutual 401(k) Plan · $27M · 151 · 75th

  • NET $27M
  • NET 151
  • NET 75th
  • NET 401(k)
  • NET near Mccarthy Retirement Savings Plan
  • NET ind #5312

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 Finance & Insurance retirement plans → · Plans in New Mexico →

New Mexico Mutual 401(k) Plan in the asset neighbourhood

New Mexico Mutual 401(k) Plan$27MMccarthy Retirement Savings PlanMccarthy Retirement Savings …$27MJohns Hopkins Regional Physicians LLC 401(k) Plan and TrustJohns Hopkins Regional Physi…$27MNational Aquarium Inc. 401(k) Retirement Savings PlanNational Aquarium Inc. 401(k…$27MReingold, Inc. 401(k) Plan$27M
End-of-year total assets ($M) among New Mexico Mutual 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN850391712
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Mexico Mutual Casualty Company)

Sponsor-wide plan assets over time

All New Mexico Mutual Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.36370692008562% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.1M $26.7M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 151 $20M
2023 1 154 $23M
2024 1 151 $27M

Nearby 401(k) Plans in New Mexico

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

New Mexico Mutual 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants New Mexico Mutual 401(k) Plan, Total assets ($B): 0.026652805 · Participants: 151New Mexico Mutual 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
New Mexico Mutual 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare New Mexico Mutual 401(k) Plan side-by-side with 3 peers →

New Mexico Mutual 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Mccarthy Retirement Savings Plan in KS ($27M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 New Mexico Mutual 401(k) Plan assets move in 2024? ▼
New Mexico Mutual 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $23M to $27M. Reported net income was $3M.
How have New Mexico Mutual Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Mexico Mutual Casualty Company's sponsor-wide assets grew 32.4%, from $20M to $27M.
Where does New Mexico Mutual 401(k) Plan rank by assets among Form 5500 filers? ▼
New Mexico Mutual 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New Mexico Mutual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccarthy Retirement Savings Plan in KS ($27M, 543 participants).
Which 401(k) plans cover a similar participant headcount to New Mexico Mutual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A 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 850391712.

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.