401(k) · DOL Form 5500 · 2022

Sandia Laboratory Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
415
Participants Below avg headcount
84th
Percentile by assets National rank
$81,505
Avg per participant Below avg balance/head
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Official DOL plan name: Sandia Laboratory Federal Credit Union 401(k) Plan and Trust · Sponsored by Sandia Laboratory Federal Credit Union · New Mexico · Finance & Insurance

$34M in assets, 415 participants

Sandia Laboratory Federal Credit Union's Sandia Laboratory Federal Credit Union 401(k) Plan and Trust reported $34M in total assets and 415 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,891 in Finance & Insurance (9,261 peers)

Where Sandia Laboratory Federal Credit Union 401(k) Plan and Trust sits by assets

Sandia Laboratory Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 415 participants (~$81,505/participant), down 13.3% in 2022.

#6,891
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Sandia Laboratory 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

$33,824,771 Top 16% higher than 84% 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 Laboratory 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. Sandia Laboratory Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (415 participants).

Published 5500 schedule card

Filing strip 850113445 · Sandia Laboratory Federal Credit Union PY 2022 · 401(k)

Sandia Laboratory Federal Credit Union 401(k) Plan and Trust · $34M · 415 · 84th

  • 5500 $34M
  • ASSETS 415
  • PCT 84th
  • EIN 401(k)
  • RANK near Quantcast Corporation 401(k) Plan
  • PHOTO ind #6891

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

Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings TrustRissman, Barrett, Hurt, Dona…$34MNucleus Central Inc. 401(k) Salary Reduction Plan & TrustNucleus Central Inc. 401(k) …$34MSandia Laboratory Federal Credit Union 401(k) Plan and TrustSandia Laboratory Federal Cr…$34MQuantcast Corporation 401(k) PlanQuantcast Corporation 401(k)…$34MGlobal Packaging, Inc. 401(k) PlanGlobal Packaging, Inc. 401(k…$34M
End-of-year total assets ($M) among Sandia Laboratory Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN850113445
Plan Effective Date1998-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandia Laboratory Federal Credit Union)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$156M 23.88765831280417% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $126M $156M ▲ +23.9%
Year Plans Participants Total Assets
2022 2 732 $126M
2023 2 779 $143M
2024 2 900 $156M

Nearby 401(k) Plans in New Mexico

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

Sandia Laboratory 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 ($B) Participants Sandia Laboratory Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.033824771 · Participants: 415Sandia Laboratory 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
Sandia Laboratory Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants

Sandia Laboratory 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 Quantcast Corporation 401(k) Plan in CA ($34M); by covered participants it is Peak Event Services 401(k) Retirement Plan in MA (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Laboratory Federal Credit Union 401(k) Plan and Trust assets move in 2022?
Sandia Laboratory Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 13.3% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Sandia Laboratory Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Sandia Laboratory Federal Credit Union's sponsor-wide assets grew 23.9%, from $126M to $156M.
Where does Sandia Laboratory Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers?
Sandia Laboratory Federal Credit Union 401(k) Plan and Trust ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sandia Laboratory Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Quantcast Corporation 401(k) Plan in CA ($34M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Sandia Laboratory Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Peak Event Services 401(k) Retirement Plan in MA (415 participants, $12M in assets).