Plan5500

Albuquerque Academy — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Albuquerque Academy (EIN 85-0129165) is a plan sponsor located in Albuquerque, NM with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
85-0129165
Location
Albuquerque, NM
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$80.2MSummed across loaded plans$80,154,887
Total reported assets$80.2M$80,154,887
Total reported participants784
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$80.2M total assets
Net assets$80.2MLiabilities$0
Contributions & income
Employer contributions$889.7K
Participant contributions$1.7M
Total income / additions$12.5M
Expenses & distributions
Benefits paid / distributions$6.8M
Total expenses$6.8M
Net increase / (decrease)$5.7M

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 this company's 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

Portfolio comparison

Largest plan share of assets100%Albuquerque Academy Retirement Plan
Participants per plan392Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Albuquerque Academy Retirement Plan$80.2M
    Plan #001 · 602 participants · 2023
  2. 2
    Albuquerque Academy Medical/Dental/ Total Disability/Life Insurance Plannot reported in the loaded dataset
    Plan #501 · 182 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Albuquerque Academy
YearPlanParticipantsSchedulesFiling
2023Albuquerque Academy Medical/Dental/ Total Disability/Life Insurance Plan182—20240709143313NAL0007959523001
2023Albuquerque Academy Retirement Plan602H, C20240920105516NAL0007355441001

Related Form 5500 pages