Plan Ledger DOL Form 5500 · updated monthly

Hidalgo Medical Services401(k)

HIDALGO MEDICAL SERVICES 401(K) PROFIT SHARING PLAN AND TRUST · LORDSBURG, NM · plan year 2025

Reported admin expense ratio · 2025
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Hidalgo Medical Services reported $5,030 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,450 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.074%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Mexico (168th of 290), and 6,878th of 11,911 in health care & social assistance. In 2025, employees put in $2.79 for every $1.00 the employer contributed; active participation has shrunk from 174 to 135 since 2022.

Plan summary
Net assets, end of year$6,986,419
Participants with balances146
Active participants135
Employer contributions$195,781
Employee contributions$546,803
Employer contribution per active participant$1,450
Average account balance$47,852
Benefits paid to participants$1,252,441
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$7.0M · 146 accts · $196K emplr
2024$6.7M · 162 accts · $246K emplr
2023$6.2M · 174 accts · $223K emplr
2022$5.2M · 171 accts · $207K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,030
Total administrative$5,030
The Hidalgo Medical Services 401(k) match · 2025
Employer contribution per active participant$1,450
Median for plans this size$1,464
2025$1,450 per active participant
2024$1,606 per active participant
2023$1,231 per active participant
2022$1,188 per active participant

Hidalgo Medical Services's 2025 employer contribution ran below the $1,464 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$42,619

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025The Standard
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$5,030 · 0.07%
2024$5,971 · 0.09%
2023$4,765 · 0.08%
2022$3,969 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · New Mexico
Enmrsh, Inc. NM$4.0M · 0.06%
Carc, Inc. NM$3.8M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850292834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.