Plan5500

Los Lunas, 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, Los Lunas, NM has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,919,199 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
1
Latest filing year
2023

What stands out in Los Lunas

  • 2 loaded plans hold $4.9M in reported assets across 1 sponsors.
  • The largest, Midwest New Mexico Community Action Program 403(B) Plan, holds 100% of reported Los Lunas plan assets.
  • Plans cover 440 participants — about 220 per plan.
  • 50% 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$4.9MSummed across loaded plans$4,902,509
Total reported assets$4.9M$4,919,199
Total reported participants440
Total reported liabilities$16.7K$16,690

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$16.7K
Contributions & income
Employer contributions$230.1K
Participant contributions$270.3K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$168.6K
Total expenses$255.9K
Net increase / (decrease)$746.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Los Lunas market comparison

Largest plan share of assets100%Midwest New Mexico Community Action Program 403(B) Plan
Participants per plan220Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Los Lunas

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

  1. 1
    Midwest New Mexico Community Action Program 403(B) Plan$4.9M
    Midwest New Mexico Community Action Program · 2023
  2. 2
    Mid-West New Mexico Community Action Program Flexible Benefit Plannot reported in the loaded dataset
    Mid-West New Mexico Community Action Program · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Los Lunas, NM?
2 plan(s) reported by 1 sponsor(s) are loaded for Los Lunas, NM.

Related Form 5500 pages