Other · DOL Form 5500 · 2024

Albuquerque Academy Retirement Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
271
Participants Below avg headcount
89th
Percentile by assets National rank
$304,798
Avg per participant High balance/head
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Official DOL plan name: Albuquerque Academy Retirement Plan · Sponsored by Albuquerque Academy · New Mexico · Educational Services

$83M in assets, 271 participants

Albuquerque Academy's Albuquerque Academy Retirement Plan reported $83M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,912 in Educational Services (3,638 peers)

Where Albuquerque Academy Retirement Plan sits by assets

Albuquerque Academy Retirement Plan sits in the top quartile of all filed plans by assets, $83M for 271 participants (~$304,798/participant), up 3.1% in 2024.

#2,912
in Educational Services (3,638 peers)
+3.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Albuquerque Academy Retirement Plan's outsized position by total assets

Albuquerque Academy Retirement Plan vs every filed plan by assets

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

$82,600,191 Top 11% higher than 89% 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

Albuquerque Academy Retirement 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. Albuquerque Academy Retirement Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Albuquerque Academy Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Albuquerque Academy Retirement Plan reported participants fell from 281 in the plan year 2023 filing to 271 in the plan year 2024 filing.
  • Albuquerque Academy Retirement Plan end-of-year assets rose from $80M in the plan year 2023 filing to $83M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850129165 · Albuquerque Academy PY 2024 · Other

Albuquerque Academy Retirement Plan · $83M · 271 · 89th

  • VS-ST $83M
  • BOY 271
  • SCH 89th
  • EBSA Other
  • PART near Roseman University of Health Sciences Defined Contribution Plan
  • TYPE ind #2912

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 Educational Services retirement plans → · Plans in New Mexico →

Albuquerque Academy Retirement Plan in the asset neighbourhood

Guilford College Defined Contribution PlanGuilford College Defined Con…$83MJacksonville University Defined Contribution Retirement PlanJacksonville University Defi…$83MHolton-Arms School, Inc. Tax Deferred Savings & Retirement PlanHolton-Arms School, Inc. Tax…$83MRoseman University of Health Sciences Defined Contribution PlanRoseman University of Health…$83MAlbuquerque Academy Retirement PlanAlbuquerque Academy Retireme…$83M
End-of-year total assets ($M) among Albuquerque Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$83M
Net Income$2M
Employer EIN850129165
Plan Effective Date1964-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albuquerque Academy)

Sponsor-wide plan assets over time

All Albuquerque Academy plans reported in each filing year

Latest sponsor-wide plan assets
$83M 10.977766273975123% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $74.4M $82.6M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 267 $74M
2023 1 281 $80M
2024 1 271 $83M

Nearby Other Plans in New Mexico

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

Albuquerque Academy Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Albuquerque Academy Retirement Plan, Total assets ($M): 82.600191 · Participants: 271Albuquerque Academy Retirement 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) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 122.75643 · Participants: 418Lovelace Biomedical Research Institute Tda and DC PlanHoly Cross Hospital Retirement Savings Plan, Total assets ($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
Albuquerque Academy Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Albuquerque Academy Retirement Plan side-by-side with 3 peers →

Albuquerque Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Roseman University of Health Sciences Defined Contribution Plan in NV ($83M); by covered participants it is Philadelphia Fight 403(b) Defined Contribution Plan in PA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Albuquerque Academy Retirement Plan assets move in 2024? ▼
Albuquerque Academy Retirement Plan edged up modestly - up 3.1% during 2024, from $80M to $83M. Reported net income was $2M.
How have Albuquerque Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albuquerque Academy's sponsor-wide assets grew 11.0%, from $74M to $83M.
Where does Albuquerque Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Albuquerque Academy Retirement Plan ranks in the 89th 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 Other plans are similar in size to Albuquerque Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Roseman University of Health Sciences Defined Contribution Plan in NV ($83M, 547 participants).
Which Other plans cover a similar participant headcount to Albuquerque Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Philadelphia Fight 403(b) Defined Contribution Plan in PA (271 participants, $14M 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 850129165.

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.