Other · DOL Form 5500 · 2024

Taos Health Systems, Incorporated Retirement Plan

Data updated 2026-07-24

$27M
Total assets: 491
Participants: 76th
Percentile by assets: $54,993
Avg per participant

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.

76th percentile by assets (of 116,472 plans)

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.

$27M
total plan assets (2024 EOY): 491
covered participants: 76th
percentile by assets (of 116,472 plans): $54,993
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New Mexico

Industry

Healthcare & Social Assistance

Holy Cross Hospital Retirement Savings Plan vs the 2024 asset distribution

By assets, Holy Cross Hospital Retirement Savings Plan outranks 76% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Taos Health Systems, Incorporated plans on file

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.

Holy Cross Hospital Retirement Savings 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
Albuquerque Academy Retirement Plan $83M · 271
2first Choice Community Healthcare 403(b) Plan $27M · 344

Compare Holy Cross Hospital Retirement Savings P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Holy Cross Hospital Retirement Savings Plan by total assets, not by location.

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
Louisville Collegiate School Defined Contribution Retirement Plan (KY) $27M · 194

Frequently Asked Questions

How did Holy Cross Hospital Retirement Savings Plan assets move in 2024? ▼

Holy Cross Hospital Retirement Savings Plan grew at a solid clip - up 12.2% during 2024, from $24M to $27M. Reported net income was $3M.

How have Taos Health Systems, Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Taos Health Systems, Incorporated's sponsor-wide assets grew 20.9%, from $22M to $27M.

Where does Holy Cross Hospital Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Holy Cross Hospital Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 116,472 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 Holy Cross Hospital Retirement Savings Plan? ▼

Among Other plans in other states, the closest by assets is University of Jamestown 403(b) DC Plan in ND ($27M, 360 participants).

Next read for Holy Cross Hospital Retirement Savings P…

Scale reading

Ways to act on Holy Cross Hospital Retirement Savings Plan's numbers.

By total assets, Holy Cross Hospital Retirement Savings 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
Taos Health Systems, Incorporated's sponsor-wide assets have grown 20.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 850289839.

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.