401(k) · DOL Form 5500 · 2022

Kirtland Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
165
Participants Small participant base
72nd
Percentile by assets National rank
$89,497
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kirtland Federal Credit Union 401(k) Plan and Trust · Sponsored by Kirtland Federal Credit Union · New Mexico · Finance & Insurance

$15M in assets, 165 participants

Kirtland Federal Credit Union's Kirtland Federal Credit Union 401(k) Plan and Trust reported $15M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,291 in Finance & Insurance (9,261 peers)

Coverage in New Mexico

Kirtland Federal Credit Union 401(k) Plan and Trust covers 165 participants in New Mexico, about 45% of the average New Mexico filer (state average ~365 per filing). Assets: $15M.

#5,291
in Finance & Insurance (9,261 peers)
-20.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kirtland Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Kirtland Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$14,767,001 Top 28% higher than 72% 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

Kirtland Federal Credit Union 401(k) 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. Kirtland Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (165 participants).

Form 5500 schedule snapshot

Filing strip 850139226 · Kirtland Federal Credit Union PY 2022 · 401(k)

Kirtland Federal Credit Union 401(k) Plan and Trust · $15M · 165 · 72nd

  • PART $15M
  • PART 165
  • PART 72nd
  • PART 401(k)
  • PART near Ktm North America Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #5291

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 →

Kirtland Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Kirtland Federal Credit Union 401(k) Plan and TrustKirtland Federal Credit Unio…$15MKtm North America Inc. 401(k) Profit Sharing Plan and TrustKtm North America Inc. 401(k…$15MJonathan Group 401(k) Plan$15MChapin International Inc. 401(k) Profit Sharing Plan & TrustChapin International Inc. 40…$15MCommerce Register, Inc. Profit Sharing PlanCommerce Register, Inc. Prof…$15M
End-of-year total assets ($M) among Kirtland Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN850139226
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirtland Federal Credit Union)

Sponsor-wide plan assets over time

All Kirtland Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.364689350261436% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.8M $19.6M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 165 $15M
2023 1 173 $18M
2024 1 162 $20M

Nearby 401(k) Plans in New Mexico

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

Kirtland Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Kirtland Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.014767001 · Participants: 165Kirtland Federal Credit Union 401(k) Plan and TrustNtess 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
Kirtland Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Kirtland Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Kirtland Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Ktm North America Inc. 401(k) Profit Sharing Plan and Trust in CA ($15M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Kirtland Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Kirtland Federal Credit Union 401(k) Plan and Trust declined sharply - down 20.6% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Kirtland Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirtland Federal Credit Union's sponsor-wide assets grew 32.4%, from $15M to $20M.
Which 401(k) plans are similar in size to Kirtland Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ktm North America Inc. 401(k) Profit Sharing Plan and Trust in CA ($15M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Kirtland Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 participants, N/A 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 850139226.

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.