401(k) · DOL Form 5500 · 2024

Joseph M. Fine, P.a. 401(k) Plan

Data updated 2026-08-25

$622K
Total assets Small plan by assets
6
Participants Small participant base
19th
Percentile by assets National rank
$103,742
Avg per participant Below avg balance/head
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Official DOL plan name: Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust · Sponsored by Joseph M. Fine, P.a. · New Mexico · Professional & Technical Services

$622K in assets, 6 participants

Joseph M. Fine, P.a.'s Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust reported $622K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,976 in Professional & Technical Services (20,173 peers)

Joseph M. Fine, P.a. multi-year trail

Joseph M. Fine, P.a.'s plans moved -18.1% in assets from 2022 to 2024; this filing shows Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust at $622K / 6 participants.

#2,976
in Professional & Technical Services (20,173 peers)
+5.1%
assets growth YoY

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust among the smaller filed plans by assets

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$622,449 19th percentile higher than 19% 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

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust reported net income rose from -$167K in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $592K in the plan year 2023 filing to $622K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850285599 · Joseph M. Fine, P.a. PY 2024 · 401(k)

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust · $622K · 6 · 19th

  • BOY $622K
  • BOY 6
  • BOY 19th
  • BOY 401(k)
  • BOY near Kirk.Drennan, P.C.401(k) Profit Sharing Plan
  • BOY ind #2976

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 Professional & Technical Services retirement plans → · Plans in New Mexico →

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and TrustJoseph M. Fine, P.a. Profit …$622KKirk.Drennan, P.C.401(k) Profit Sharing PlanKirk.Drennan, P.C.401(k) Pro…$623KKutchkorp Inc 401(k) Plan$623KMdp Group, P.L. 401(k) Plan$622KJohn P Arthur Corp 401(k) PlanJohn P Arthur Corp 401(k) Pl…$623K
End-of-year total assets ($M) among Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joseph M. Fine, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph M. Fine, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$622K 18.06108076087672% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.76M $0.62M ▼ -18.4%
Year Plans Participants Total Assets
2022 1 6 $760K
2023 1 6 $592K
2024 1 6 $622K

Joseph M. Fine, P.a. filing trail (2024)

Total Assets (Beginning of Year)$592K
Net Assets (End of Year)$622K
Net Income$30K
Employer EIN850285599
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.000622449 · Participants: 6Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and TrustNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Kirk.Drennan, P.C.401(k) Profit Sharing Plan in AL ($623K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($622K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust assets move in 2024? ▼
Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust grew at a solid clip - up 5.1% during 2024, from $592K to $622K. Reported net income was $30K.
How have Joseph M. Fine, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph M. Fine, P.a.'s sponsor-wide assets declined 18.1%, from $760K to $622K.
Where does Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kirk.Drennan, P.C.401(k) Profit Sharing Plan in AL ($623K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Joseph M. Fine, P.a. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A 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 850285599.

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.