Other · DOL Form 5500 · 2024
Taos Health Systems, Incorporated Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 491
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $54,993
- Avg per participant Low balance/head
Official DOL plan name: Holy Cross Hospital Retirement Savings Plan · Sponsored by Taos Health Systems, Incorporated · New Mexico · Healthcare & Social Assistance
$27M in assets, 491 participants
Taos Health Systems, Incorporated's Holy Cross Hospital Retirement Savings Plan reported $27M in total assets and 491 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,422 in Healthcare & Social Assistance (16,916 peers)
Where Holy Cross Hospital Retirement Savings Plan sits by assets
Holy Cross Hospital Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 491 participants (~$54,993/participant), up 12.2% in 2024.
- #13,422
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Holy Cross Hospital Retirement Savings Plan's outsized position by total assets
Holy Cross Hospital Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,001,787 Top 24% higher than 76% 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
Holy Cross Hospital Retirement Savings 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. Holy Cross Hospital Retirement Savings Plan sits mid-pack in the medium band (491 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holy Cross Hospital Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Holy Cross Hospital Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Holy Cross Hospital Retirement Savings Plan reported participants rose from 468 in the plan year 2023 filing to 491 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 850289839 · Taos Health Systems, Incorporated PY 2024 · Other
Holy Cross Hospital Retirement Savings Plan · $27M · 491 · 76th
- BOOK $27M
- BOOK 491
- BOOK 76th
- BOOK Other
- BOOK near Tarbut V'torah 403(b) Plan
- BOOK ind #13422
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 →
Holy Cross Hospital Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 850289839 |
| Plan Effective Date | 1998-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taos Health Systems, Incorporated)
Sponsor-wide plan assets over time
All Taos Health Systems, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 20.920916639905354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 465 | $22M |
| 2023 | 1 | 468 | $24M |
| 2024 | 1 | 491 | $27M |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Albuquerque Academy Retirement Plan $83M · 271
- 2first Choice Community Healthcare 403(b) Plan $27M · 344
Holy Cross Hospital Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Tarbut V'torah 403(b) Plan in CA ($27M); by covered participants it is 403(b) Thrift Plan for Employees of Making Opportunity Count, Inc. in MA (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Tarbut V'torah 403(b) Plan (CA) $27M · 150
- University of Jamestown 403(b) DC Plan (ND) $27M · 360
- Bethel College DC Plan (KS) $27M · 166
- Berry College Tax-Deferred Annuity Plan (GA) $27M · 656
Similar participant headcount
Nearest other-state filings by covered participants (491 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.