401(k) · DOL Form 5500 · 2022

Sandia Area Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
144
Participants Small participant base
51st
Percentile by assets National rank
$35,623
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sandia Area Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by Sandia Area Federal Credit Union · New Mexico · Finance & Insurance

$5M in assets, 144 participants

Sandia Area Federal Credit Union's Sandia Area Federal Credit Union 401(k) Profit Sharing Plan reported $5M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,299 in Finance & Insurance (9,261 peers)

Coverage in New Mexico

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan covers 144 participants in New Mexico, about 39% of the average New Mexico filer (state average ~365 per filing). Assets: $5M.

#3,299
in Finance & Insurance (9,261 peers)
-25.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,129,649 Top 49% higher than 51% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sandia Area Federal Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 850128861 · Sandia Area Federal Credit Union PY 2022 · 401(k)

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan · $5M · 144 · 51st

  • PART $5M
  • PART 144
  • PART 51st
  • PART 401(k)
  • PART near The Doyle Group, Inc. 401(k) Plan
  • PART ind #3299

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Mexico →

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Sandia Area Federal Credit Union 401(k) Profit Sharing PlanSandia Area Federal Credit U…$5MThe Doyle Group, Inc. 401(k) PlanThe Doyle Group, Inc. 401(k)…$5MSeaway Plastics Engineering, LLC Profit Sharing PlanSeaway Plastics Engineering,…$5MIostudio, LLC 401(k) Plan$5MThe Mar-Lee Companies, Inc. 401(k) Profit Sharing PlanThe Mar-Lee Companies, Inc. …$5M
End-of-year total assets ($M) among Sandia Area Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN850128861
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandia Area Federal Credit Union)

Sponsor-wide plan assets over time

All Sandia Area Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$22M 20.63718612297286% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.5M $22.4M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 248 $19M
2023 2 267 $21M
2024 2 321 $22M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Sandia Area Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.005129649 · Participants: 144Sandia Area Federal Credit Union 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Sandia Area Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Sandia Area Federal Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is The Doyle Group, Inc. 401(k) Plan in NY ($5M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sandia Area Federal Credit Union 401(k) Profit Sharing Plan assets move in 2022?
Sandia Area Federal Credit Union 401(k) Profit Sharing Plan declined sharply - down 25.5% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Sandia Area Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Sandia Area Federal Credit Union's sponsor-wide assets grew 20.6%, from $19M to $22M.
Which 401(k) plans are similar in size to Sandia Area Federal Credit Union 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is The Doyle Group, Inc. 401(k) Plan in NY ($5M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Sandia Area Federal Credit Union 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K in assets).