Defined Benefit (Pension) · DOL Form 5500 · 2022

Sandia Area Federal Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
104
Participants Small participant base
71st
Percentile by assets National rank
$128,930
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sandia Area Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Sandia Area Federal Credit Union · New Mexico · Finance & Insurance

$13M in assets, 104 participants

Sandia Area Federal Credit Union's Sandia Area Federal Credit Union Defined Benefit Plan and Trust reported $13M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,071 in Finance & Insurance (9,261 peers)

Coverage in New Mexico

Sandia Area Federal Credit Union Defined Benefit Plan and Trust covers 104 participants in New Mexico, about 29% of the average New Mexico filer (state average ~365 per filing). Assets: $13M.

#5,071
in Finance & Insurance (9,261 peers)
-35.0%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sandia Area Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Sandia Area Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$13,408,702 Top 29% higher than 71% 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 Defined Benefit Plan and Trust 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (104 participants).

Form 5500 schedule snapshot

Filing strip 850128861 · Sandia Area Federal Credit Union PY 2022 · Defined Benefit (Pension)

Sandia Area Federal Credit Union Defined Benefit Plan and Trust · $13M · 104 · 71st

  • EOY $13M
  • EOY 104
  • EOY 71st
  • EOY Defined Benefit (Pension)
  • EOY near Shaklee Corporation Pension Plan
  • EOY ind #5071

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 Defined Benefit Plan and Trust in the asset neighbourhood

Sandia Area Federal Credit Union Defined Benefit Plan and TrustSandia Area Federal Credit U…$13MShaklee Corporation Pension PlanShaklee Corporation Pension …$13MNor-Cal Beverage Co. , Inc. Employee Pension PlanNor-Cal Beverage Co. , Inc. …$13MAlexandria Real Estate Equities, Inc. Cash Balance Pension PlanAlexandria Real Estate Equit…$13MApex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, OhApex Tool Group, LLC Pension…$13M
End-of-year total assets ($M) among Sandia Area Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$13M
Net Income-$7M
Employer EIN850128861
Plan Effective Date2002-01-01
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 Defined Benefit (Pension) Plans in New Mexico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sandia Area Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20246 Total assets ($B) Participants Sandia Area Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.013408702 · Participants: 104Sandia Area Federal Credit Union Defined Benefit Plan and TrustNtess Retirement Income Plan, Total assets ($B): 5.550410353 · Participants: 3901Ntess Retirement Income PlanTriad Defined Benefit Pension Plan, Total assets ($B): 5.428676729 · Participants: 2447Triad Defined Benefit Pension PlanPnm Resources, Inc. Employees' Retirement Plan, Total assets ($B): 0.410671966 · Participants: 221Pnm Resources, Inc. Employees' Retirement PlanPresbyterian Healthcare Services Employees' Pension Plan II, Total assets ($B): 0.236552259 · Participants: 940Presbyterian Healthcare Services Employees' Pension Plan IIWaste Isolation Pilot Plant Pension Plan, Total assets ($B): 0.206892734 · Participants: 869Waste Isolation Pilot Plant Pension Plan
Sandia Area Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Sandia Area Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Sandia Area Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Shaklee Corporation Pension Plan in CA ($13M); by covered participants it is Sunwest Federal Credit Union Defined Benefit Plan and Trust in AZ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Defined Benefit Plan and Trust assets move in 2022? ▼
Sandia Area Federal Credit Union Defined Benefit Plan and Trust contracted severely - down 35.0% during 2022, from $21M to $13M. Reported net income was -$7M.
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 Defined Benefit (Pension) plans are similar in size to Sandia Area Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shaklee Corporation Pension Plan in CA ($13M, 42 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sandia Area Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sunwest Federal Credit Union Defined Benefit Plan and Trust in AZ (104 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850128861.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.