Defined Benefit (Pension) · DOL Form 5500 · 2022

Nusenda Federal Credit Union Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
486
Participants Below avg headcount
90th
Percentile by assets National rank
$140,001
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nusenda Federal Credit Union Cash Balance Defined Benefit Plan · Sponsored by Nusenda Federal Credit Union · New Mexico · Finance & Insurance

$68M in assets, 486 participants

Nusenda Federal Credit Union's Nusenda Federal Credit Union Cash Balance Defined Benefit Plan reported $68M in total assets and 486 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,827 in Finance & Insurance (9,261 peers)

Where Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits by assets

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits in the top 10% of all filed plans by assets, $68M for 486 participants (~$140,001/participant), down 13.0% in 2022.

#7,827
in Finance & Insurance (9,261 peers)
-13.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan's outsized position by total assets

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan vs every filed plan by assets

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

$68,040,592 Top 10% higher than 90% 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

Nusenda Federal Credit Union Cash Balance Defined Benefit 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. Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits mid-pack in the medium band (486 participants).

Published 5500 schedule card

Filing strip 850105773 · Nusenda Federal Credit Union PY 2022 · Defined Benefit (Pension)

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan · $68M · 486 · 90th

  • VS-ST $68M
  • VS-ST 486
  • VS-ST 90th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Nationwide Children's Hospital Pension Plan
  • VS-ST ind #7827

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 →

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan in the asset neighbourhood

Ufcw Local 1776 & Participating Employers Pension FundUfcw Local 1776 & Participat…$68MInternational-Matex Tank Terminals Pension PlanInternational-Matex Tank Ter…$68MNusenda Federal Credit Union Cash Balance Defined Benefit PlanNusenda Federal Credit Union…$68MNationwide Children's Hospital Pension PlanNationwide Children's Hospit…$68MBaylor Scott & White Health Consolidated Frozen Benefit PlanBaylor Scott & White Health …$68M
End-of-year total assets ($M) among Nusenda Federal Credit Union Cash Balance Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$68M
Net Income-$10M
Employer EIN850105773
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nusenda Federal Credit Union)

Sponsor-wide plan assets over time

All Nusenda Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$125M 41.527588908308275% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.4M $125M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 1,169 $88M
2023 2 1,262 $107M
2024 2 1,277 $125M

Nearby Defined Benefit (Pension) Plans in New Mexico

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

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -20246 Total assets ($B) Participants Nusenda Federal Credit Union Cash Balance Defined Benefit Plan, Total assets ($B): 0.068040592 · Participants: 486Nusenda Federal Credit Union Cash Balance Defined Benefit PlanNtess 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
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Nusenda Federal Credit Union Cash Balance Defined Benefit Plan side-by-side with 3 peers →

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Nationwide Children's Hospital Pension Plan in OH ($68M); by covered participants it is Pension Plan for Employees of Shintech Incorporated and Certian Affiliates in TX (486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Nusenda Federal Credit Union Cash Balance Defined Benefit Plan assets move in 2022? ▼
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan pulled back noticeably - down 13.0% during 2022, from $78M to $68M. Reported net income was -$10M.
How have Nusenda Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nusenda Federal Credit Union's sponsor-wide assets grew 41.5%, from $88M to $125M.
Where does Nusenda Federal Credit Union Cash Balance Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nusenda Federal Credit Union Cash Balance Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nationwide Children's Hospital Pension Plan in OH ($68M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nusenda Federal Credit Union Cash Balance Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Shintech Incorporated and Certian Affiliates in TX (486 participants, $97M 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 850105773.

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.