Profit Sharing · DOL Form 5500 · 2024
Bosque School Profit Sharing Plan
Data updated 2026-07-24
- $12M
- Total assets
- 103
- Participants
- 59th
- Percentile by assets
- $114,713
- Avg per participant
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.
- 59th percentile by assets (of 116,472 plans)
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 ~362 per filing). Assets: $12M.
- $12M
- total plan assets (2024 EOY)
- 103
- covered participants
- 59th
- percentile by assets (of 116,472 plans)
- $114,713
- avg assets per participant
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.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 362 participants across 432 plans. Bosque School Defined Contribution Retirement Plan reports 103 participants - about 28% of that state average ($12M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 850420092 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bosque School)
| 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
- Presbyterian Healthcare Services 401(a) Plan $531M · 11,854
- Presbyterian Medical Services Discretionary Contribution Plan $38M · 996
- Santa Fe Preparatory School DC Retirement Plan $18M · 129
- Medinatura, Inc. Retirement Plan $15M · 31
- Daniels Insurance Agency, Inc. Employees' Incentive Trust $10M · 36
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Bosque School Defined Contribution Retirement Plan by total assets, not by location.
- Opcmia Local 526 Annuity Plan (PA) $12M · 532
- Spectrum Lighting, Inc. - Austin Profit Sharing 401(k) Plan (TX) $12M · 26
- The Houstonian Campus Value Sharing Plan (TX) $12M · 540
- Imperial Electronic Assembly, Inc. 401(k) Ps Plan (CT) $12M · 114
Frequently Asked Questions
How did Bosque School Defined Contribution Retirement Plan assets move in 2024? ▼
How have Bosque School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Bosque School Defined Contribution Retirement Plan? ▼
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Filing takeaways
Ways to act on Bosque School Defined Contribution Retirement Plan's numbers.
- By total assets, Bosque School Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Bosque School's sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Educational Services 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 850420092.
Read our methodology - how this data is sourced, computed, and verified.