Defined Benefit (Pension) · DOL Form 5500 · 2022

State Employees Credit Union of New Mexico Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
148
Participants Small participant base
76th
Percentile by assets National rank
$125,669
Avg per participant Near avg balance/head
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Official DOL plan name: State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust · Sponsored by State Employees Credit Union of New Mexico · New Mexico · Finance & Insurance

$19M in assets, 148 participants

State Employees Credit Union of New Mexico's State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust reported $19M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,779 in Finance & Insurance (9,261 peers)

Coverage in New Mexico

State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust covers 148 participants in New Mexico, about 41% of the average New Mexico filer (state average ~365 per filing). Assets: $19M.

#5,779
in Finance & Insurance (9,261 peers)
+5.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$18,598,953 Top 24% higher than 76% 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

State Employees Credit Union of New Mexico Cash Balance 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. State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (148 participants).

Plan-year Form 5500 strip

Filing strip 856010733 · State Employees Credit Union of New Mexico PY 2022 · Defined Benefit (Pension)

State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust · $19M · 148 · 76th

  • EOY $19M
  • EOY 148
  • EOY 76th
  • EOY Defined Benefit (Pension)
  • EOY near Riviana Foods Inc. Retirement Plan
  • EOY ind #5779

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 →

State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Cofcu Cash Balance Defined Benefit Plan and TrustCofcu Cash Balance Defined B…$19MHarnett Health System, Inc. Employees' Pension PlanHarnett Health System, Inc. …$19MState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and TrustState Employees Credit Union…$19MRiviana Foods Inc. Retirement PlanRiviana Foods Inc. Retiremen…$19MNational Association of Government Employees and O Retirement PlanNational Association of Gove…$19M
End-of-year total assets ($M) among State Employees Credit Union of New Mexico Cash Balance 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)$18M
Net Assets (End of Year)$19M
Net Income$878K
Employer EIN856010733
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Employees Credit Union of New Mexico)

Sponsor-wide plan assets over time

All State Employees Credit Union of New Mexico plans reported in each filing year

Latest sponsor-wide plan assets
$22M 18.3808303617951% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 148 $19M
2023 1 156 $22M
2024 1 151 $22M

Nearby Defined Benefit (Pension) Plans in New Mexico

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

State Employees Credit Union of New Mexico Cash Balance 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 ($B) Participants State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.018598953 · Participants: 148State Employees Credit Union of New Mexico Cash Balance 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
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

State Employees Credit Union of New Mexico Cash Balance 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 Riviana Foods Inc. Retirement Plan in TX ($19M); by covered participants it is Delong's, Inc. Pension Plan in MO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust edged up modestly - up 5.0% during 2022, from $18M to $19M. Reported net income was $878K.
How have State Employees Credit Union of New Mexico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Employees Credit Union of New Mexico's sponsor-wide assets grew 18.4%, from $19M to $22M.
Where does State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Riviana Foods Inc. Retirement Plan in TX ($19M, 103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Delong's, Inc. Pension Plan in MO (148 participants, $21M 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 856010733.

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.