PlanOptica

New Mexico retirement plans

Download data on 3,576 New Mexico retirement plans from their newest Form 5500 filings. The UTF-8 CSV has one row per plan.

Sample: the 20 largest plans, free with your email
Full file: 3,576 plans · 1.6 MB · CSV
Every row includes a planoptica_url link to the plan page and a pdf_url link to the filed Form 5500 PDF. See every column

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3,576
Plans
321K
Participants
$41.1B
Total assets

Largest plans in New Mexico

The free sample CSV has these five plans and the next 15. The full file covers every 401(k), pension, profit-sharing, ESOP and SIMPLE plan filed in the state.

Custom data for New Mexico

We build New Mexico plan lists by recordkeeper or auditor, prospect lists for your market, multi-year history and regional files for advisors and recordkeepers.

Custom analytics

Search New Mexico plans in the app

The app has 30+ filters, peer benchmarks and a PDF link for every plan.

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Health plans of healthcare employers in New Mexico by specialty