Profit Sharing · DOL Form 5500 · 2024

Bosque School Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
103
Participants Small participant base
59th
Percentile by assets National rank
$114,713
Avg per participant Below avg balance/head
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Official DOL plan name: Bosque School Defined Contribution Retirement Plan · Sponsored by Bosque School · New Mexico · Educational Services

$12M in assets, 103 participants

Bosque School's Bosque School Defined Contribution Retirement Plan reported $12M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,542 in Educational Services (3,638 peers)

Coverage in New Mexico

Bosque School Defined Contribution Retirement Plan covers 103 participants in New Mexico, about 28% of the average New Mexico filer (state average ~365 per filing). Assets: $12M.

#1,542
in Educational Services (3,638 peers)
+13.3%
assets growth YoY

Bosque School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Bosque School Defined Contribution Retirement Plan vs every filed plan by assets

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

$11,815,464 Top 41% higher than 59% 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

Bosque School Defined Contribution Retirement 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. Bosque School Defined Contribution Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bosque School Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bosque School Defined Contribution Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Bosque School Defined Contribution Retirement Plan reported participants rose from 97 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850420092 · Bosque School PY 2024 · Profit Sharing

Bosque School Defined Contribution Retirement Plan · $12M · 103 · 59th

  • BOOK $12M
  • BOOK 103
  • BOOK 59th
  • BOOK Profit Sharing
  • BOOK near Opcmia Local 526 Annuity Plan
  • BOOK ind #1542

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 Educational Services retirement plans → · Plans in New Mexico →

Bosque School Defined Contribution Retirement Plan in the asset neighbourhood

Bosque School Defined Contribution Retirement PlanBosque School Defined Contri…$12MOpcmia Local 526 Annuity Plan$12MSpectrum Lighting, Inc. - Austin Profit Sharing 401(k) PlanSpectrum Lighting, Inc. - Au…$12MThe Houstonian Campus Value Sharing PlanThe Houstonian Campus Value …$12MImperial Electronic Assembly, Inc. 401(k) Ps PlanImperial Electronic Assembly…$12M
End-of-year total assets ($M) among Bosque School Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN850420092
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bosque School)

Sponsor-wide plan assets over time

All Bosque School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 35.5199650403189% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.72M $11.8M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 97 $10M
2024 1 103 $12M

Nearby Profit Sharing Plans in New Mexico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bosque School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Bosque School Defined Contribution Retirement Plan, Total assets ($M): 11.815464 · Participants: 103Bosque School Defined Contribution Retirement PlanPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 531.34969 · Participants: 11854Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 37.986829 · Participants: 996Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 17.649427 · Participants: 129Santa Fe Preparatory School DC Retirement PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 14.612351 · Participants: 31Medinatura, Inc. Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 13.430909 · Participants: 91T & R Market Profit Sharing Plan
Bosque School Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Bosque School Defined Contribution Retirement Plan side-by-side with 3 peers →

Bosque School Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Opcmia Local 526 Annuity Plan in PA ($12M); by covered participants it is Amsterdam Retirement Plan in NY (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Bosque School Defined Contribution Retirement Plan assets move in 2024? ▼
Bosque School Defined Contribution Retirement Plan grew at a solid clip - up 13.3% during 2024, from $10M to $12M. Reported net income was $1M.
How have Bosque School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bosque School's sponsor-wide assets grew 35.5%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Bosque School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Opcmia Local 526 Annuity Plan in PA ($12M, 532 participants).
Which Profit Sharing plans cover a similar participant headcount to Bosque School Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Amsterdam Retirement Plan in NY (103 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 850420092.

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.