401(k) · DOL Form 5500 · 2024

The University of New Mexico Foundation 403(b). 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
98
Participants Small participant base
68th
Percentile by assets National rank
$184,998
Avg per participant Above avg balance/head
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Official DOL plan name: The University of New Mexico Foundation 403(b) · Sponsored by The University of New Mexico Foundation 403(b). · New Mexico · Educational Services

$18M in assets, 98 participants

The University of New Mexico Foundation 403(b).'s The University of New Mexico Foundation 403(b) reported $18M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,866 in Educational Services (3,638 peers)

The University of New Mexico Foundation 403(b). multi-year trail

The University of New Mexico Foundation 403(b).'s plans moved +16.4% in assets from 2022 to 2024; this filing shows The University of New Mexico Foundation 403(b) at $18M / 98 participants.

#1,866
in Educational Services (3,638 peers)
+14.2%
assets growth YoY

The University of New Mexico Foundation 403(b)'s outsized position by total assets

The University of New Mexico Foundation 403(b) vs every filed plan by assets

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

$18,129,781 Top 32% higher than 68% 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

The University of New Mexico Foundation 403(b) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of New Mexico Foundation 403(b) is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The University of New Mexico Foundation 403(b) reported net income rose from $313K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The University of New Mexico Foundation 403(b) end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • The University of New Mexico Foundation 403(b) reported participants rose from 91 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850275408 · The University of New Mexico Foundation 403(b). PY 2024 · 401(k)

The University of New Mexico Foundation 403(b) · $18M · 98 · 68th

  • NET $18M
  • BOOK 98
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Eurark LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #1866

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 →

The University of New Mexico Foundation 403(b) in the asset neighbourhood

The University of New Mexico Foundation 403(b)The University of New Mexico…$18MEurark LLC 401(k) Profit Sharing Plan & TrustEurark LLC 401(k) Profit Sha…$18MPremier Orthopaedics & Sports Medicine, P.L.C. 401(k) Profit Sharing PlanPremier Orthopaedics & Sport…$18MAspex, Inc. 401(k) Plan$18MGrady Management, Inc. 401(k) Savings PlanGrady Management, Inc. 401(k…$18M
End-of-year total assets ($M) among The University of New Mexico Foundation 403(b) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The University of New Mexico Foundation 403(b). multi-year asset trail

Sponsor-wide plan assets over time

All The University of New Mexico Foundation 403(b). plans reported in each filing year

Latest sponsor-wide plan assets
$18M 16.4443802447571% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.6M $18.1M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 80 $16M
2023 1 91 $16M
2024 1 98 $18M

The University of New Mexico Foundation 403(b). filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN850275408
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

The University of New Mexico Foundation 403(b) vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants The University of New Mexico Foundation 403(b), Total assets ($B): 0.018129781 · Participants: 98The University of New Mexico Foundation 403(b)Ntess 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
The University of New Mexico Foundation 403(b) vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare The University of New Mexico Foundation 403(b) side-by-side with 3 peers →

The University of New Mexico Foundation 403(b)'s out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Eurark LLC 401(k) Profit Sharing Plan & Trust in AR ($18M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 The University of New Mexico Foundation 403(b) assets move in 2024? ▼
The University of New Mexico Foundation 403(b) grew at a solid clip - up 14.2% during 2024, from $16M to $18M. Reported net income was $2M.
How have The University of New Mexico Foundation 403(b). plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of New Mexico Foundation 403(b).'s sponsor-wide assets grew 16.4%, from $16M to $18M.
Which 401(k) plans are similar in size to The University of New Mexico Foundation 403(b)? ▼
Among 401(k) plans in other states, the closest by assets is Eurark LLC 401(k) Profit Sharing Plan & Trust in AR ($18M, 143 participants).
Which 401(k) plans cover a similar participant headcount to The University of New Mexico Foundation 403(b)? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M 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 850275408.

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.