Plan5500

Anthony, NM Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Anthony, NM has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,155,625 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Anthony

  • 2 loaded plans hold $5.2M in reported assets across 2 sponsors.
  • The largest, Boone Transportation, Inc. Retirement Plan, holds 87% of reported Anthony plan assets.
  • Plans cover 163 participants — about 82 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.2MSummed across loaded plans$5,155,625
Total reported assets$5.2M$5,155,625
Total reported participants163
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.2MLiabilities$0
Contributions & income
Employer contributions$189.6K
Participant contributions$0
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$303.9K
Total expenses$305.8K
Net increase / (decrease)$899.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anthony, NM plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Anthony market comparison

Largest plan share of assets87%Boone Transportation, Inc. Retirement Plan
Participants per plan82Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Anthony

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Boone Transportation, Inc. Retirement Plan$4.5M
    Boone Transportation, Inc. · 2023
  2. 2
    El Camaron Pelao, Inc. 401(K) Plan$660K
    El Camaron Pelao, Inc. · 2023

Largest plans in Anthony → · Anthony plans by participants → · Anthony plans with financial data → · Anthony plans with provider compensation → · $1B+ plans in Anthony →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anthony, NM?
2 plan(s) reported by 2 sponsor(s) are loaded for Anthony, NM.

Related Form 5500 pages