Other · DOL Form 5500 · 2024
Albuquerque Academy Retirement Plan
Data updated 2026-07-24
- $83M
- Total assets
- 271
- Participants
- 89th
- Percentile by assets
- $304,798
- Avg per participant
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.
- 89th percentile by assets (of 116,472 plans)
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.
- $83M
- total plan assets (2024 EOY)
- 271
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $304,798
- avg assets per participant
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.
Albuquerque Academy Retirement Plan vs the 2024 asset distribution
By assets, Albuquerque Academy Retirement Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $2M |
| Employer EIN | 850129165 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albuquerque Academy)
| 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
- Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
- San Juan Regional Medical Center 403(b) Plan $142M · 1,883
- Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
- Holy Cross Hospital Retirement Savings Plan $27M · 491
- 2first Choice Community Healthcare 403(b) Plan $27M · 344
Similar-Sized Other Plans Nationally
Other plans in other states closest to Albuquerque Academy Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Albuquerque Academy Retirement Plan assets move in 2024? ▼
How have Albuquerque Academy plan assets changed over time? ▼
Where does Albuquerque Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Albuquerque Academy Retirement Plan? ▼
Next read for Albuquerque Academy Retirement Plan
Scale reading
Ways to act on Albuquerque Academy Retirement Plan's numbers.
- By total assets, Albuquerque Academy Retirement Plan ranks in the top quartile 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
- Albuquerque Academy's sponsor-wide assets have grown 11.0% since 2022 across 3 plan years on file. More Educational 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 850129165.
Read our methodology - how this data is sourced, computed, and verified.