Defined Benefit (Pension) · DOL Form 5500 · 2022
Sandia Laboratory Federal Credit Union Pension Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $290,643
- Avg per participant High balance/head
Official DOL plan name: Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan · Sponsored by Sandia Laboratory Federal Credit Union · New Mexico · Finance & Insurance
$92M in assets, 317 participants
Sandia Laboratory Federal Credit Union's Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan reported $92M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,119 in Finance & Insurance (9,261 peers)
Where Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan sits by assets
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan sits in the top 10% of all filed plans by assets, $92M for 317 participants (~$290,643/participant), down 15.5% in 2022.
- #8,119
- in Finance & Insurance (9,261 peers)
- -15.5%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan's outsized position by total assets
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$92,133,850 Top 8% higher than 92% of 139,123 filed plans
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 Employees' Cash Balance Pension 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 Laboratory Federal Credit Union Employees' Cash Balance Pension Plan sits mid-pack in the medium band (317 participants).
Published 5500 schedule card
Filing strip 850113445 · Sandia Laboratory Federal Credit Union PY 2022 · Defined Benefit (Pension)
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan · $92M · 317 · 92nd
- BOY $92M
- SCH 317
- EBSA 92nd
- PART Defined Benefit (Pension)
- TYPE near Alliance Coal, LLC & Aff. Pension Plan for Coal Employees
- NET ind #8119
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 Employees' Cash Balance Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | -$17M |
| Employer EIN | 850113445 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 732 | $126M |
| 2023 | 2 | 779 | $143M |
| 2024 | 2 | 900 | $156M |
Nearby Defined Benefit (Pension) Plans in New Mexico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Ntess Retirement Income Plan $5.6B · 3,901
- Triad Defined Benefit Pension Plan $5.4B · 2,447
- Pnm Resources, Inc. Employees' Retirement Plan $411M · 221
- Presbyterian Healthcare Services Employees' Pension Plan II $237M · 940
- Waste Isolation Pilot Plant Pension Plan $207M · 869
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK ($92M); by covered participants it is Knights of Columbus Retirement Plan for Bargaining Unit Employees in CT (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
Similar participant headcount
Nearest other-state filings by covered participants (317 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.