Defined Benefit (Pension) · DOL Form 5500 · 2024

New Mexico Orthopaedic Associates, P.C. Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
214
Participants Below avg headcount
78th
Percentile by assets National rank
$147,715
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan · Sponsored by New Mexico Orthopaedic Associates, P.C. · New Mexico · Healthcare & Social Assistance

$32M in assets, 214 participants

New Mexico Orthopaedic Associates, P.C.'s New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan reported $32M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,772 in Healthcare & Social Assistance (16,916 peers)

Where New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan sits by assets

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan sits in the top quartile of all filed plans by assets, $32M for 214 participants (~$147,715/participant), up 16.0% in 2024.

#13,772
in Healthcare & Social Assistance (16,916 peers)
+16.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's outsized position by total assets

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan vs every filed plan by assets

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

$31,611,088 Top 22% higher than 78% 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 Orthopaedic Associates, P.C. Defined Benefit 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 Orthopaedic Associates, P.C. Defined Benefit Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan reported participants rose from 209 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 850291612 · New Mexico Orthopaedic Associates, P.C. PY 2024 · Defined Benefit (Pension)

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan · $32M · 214 · 78th

  • 5500 $32M
  • ASSETS 214
  • PCT 78th
  • EIN Defined Benefit (Pension)
  • RANK near Abb Inc. Pension Plan of Fischer & Porter Company
  • PHOTO ind #13772

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 →

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan in the asset neighbourhood

Halliburton Retirement Plan$32MAbb Inc. Pension Plan of Fischer & Porter CompanyAbb Inc. Pension Plan of Fis…$32MNew Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNew Mexico Orthopaedic Assoc…$32MPension Plan for Employees of Coca-Cola Beverages Northeast, Inc.Pension Plan for Employees o…$32MPension Plan of United Way WorldwidePension Plan of United Way W…$32M
End-of-year total assets ($M) among New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN850291612
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Mexico Orthopaedic Associates, P.C.)

Sponsor-wide plan assets over time

All New Mexico Orthopaedic Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 33.82666398921325% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $84.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 444 $63M
2023 2 466 $74M
2024 2 459 $85M

Nearby Defined Benefit (Pension) Plans in New Mexico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -202468 Total assets ($B) Participants New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan, Total assets ($B): 0.031611088 · Participants: 214New Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNtess Retirement Income Plan, Total assets ($B): 6.200747527 · Participants: 3323Ntess Retirement Income PlanTriad Defined Benefit Pension Plan, Total assets ($B): 5.593878518 · Participants: 2018Triad Defined Benefit Pension PlanPnm Resources Inc. Employees' Retirement Plan, Total assets ($B): 0.379799404 · Participants: 133Pnm Resources Inc. Employees' Retirement PlanPresbyterian Healthcare Services Employees' Pension Plan II, Total assets ($B): 0.260707301 · Participants: 713Presbyterian Healthcare Services Employees' Pension Plan IIWaste Isolation Pilot Plant Pension Plan, Total assets ($B): 0.233059118 · Participants: 1041Waste Isolation Pilot Plant Pension Plan
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan side-by-side with 3 peers →

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Abb Inc. Pension Plan of Fischer & Porter Company in NC ($32M); by covered participants it is Hawaii Glaziers Pension Trust Fund in CA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Orthopaedic Associates, P.C. Defined Benefit Plan assets move in 2024? ▼
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan grew sharply - up 16.0% during 2024, from $27M to $32M. Reported net income was $4M.
How have New Mexico Orthopaedic Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Mexico Orthopaedic Associates, P.C.'s sponsor-wide assets grew 33.8%, from $63M to $85M.
Where does New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abb Inc. Pension Plan of Fischer & Porter Company in NC ($32M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawaii Glaziers Pension Trust Fund in CA (214 participants, $54M 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 850291612.

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.