Plan5500

Lordsburg, 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, Lordsburg, NM has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,451,805 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Lordsburg

  • 3 loaded plans hold $9.5M in reported assets across 2 sponsors.
  • The largest, Hidalgo Medical Services 401(K) Profit Sharing Plan And Trust, holds 66% of reported Lordsburg plan assets.
  • Plans cover 470 participants — about 157 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,451,805
Total reported assets$9.5M$9,451,805
Total reported participants470
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$0
Contributions & income
Employer contributions$357.8K
Participant contributions$594.2K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$690.7K
Total expenses$695.5K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lordsburg, 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

Lordsburg market comparison

Largest plan share of assets66%Hidalgo Medical Services 401(K) Profit Sharing Plan And Trust
Participants per plan157Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lordsburg

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

  1. 1
    Hidalgo Medical Services 401(K) Profit Sharing Plan And Trust$6.2M
    Hidalgo Medical Services · 2023
  2. 2
    Western Bank Of Lordsburg Employee Stock Ownership Plan And Trust$3.2M
    Lordsburg Financial Corporation · 2023
  3. 3
    Hidalgo Medical Services Health And Welfare Plannot reported in the loaded dataset
    Hidalgo Medical Services · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages