401(k) · DOL Form 5500 · 2023

Kirtland Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
173
Participants Small participant base
70th
Percentile by assets National rank
$102,454
Avg per participant Below avg balance/head
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Official DOL plan name: Kirtland Federal Credit Union 401(k) Plan and Trust · Sponsored by Kirtland Federal Credit Union · New Mexico · Finance & Insurance

$18M in assets, 173 participants

Kirtland Federal Credit Union's Kirtland Federal Credit Union 401(k) Plan and Trust reported $18M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,998 in Finance & Insurance (8,869 peers)

Coverage in New Mexico

Kirtland Federal Credit Union 401(k) Plan and Trust covers 173 participants in New Mexico, about 47% of the average New Mexico filer (state average ~365 per filing). Assets: $18M.

#4,998
in Finance & Insurance (8,869 peers)
+20.0%
assets growth YoY

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 2023 · DOL Form 5500

$17,724,511 Top 30% higher than 70% of 127,068 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 2023

Kirtland Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 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 (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirtland Federal Credit Union 401(k) Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kirtland Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Kirtland Federal Credit Union 401(k) Plan and Trust reported participants rose from 165 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850139226 · Kirtland Federal Credit Union PY 2023 · 401(k)

Kirtland Federal Credit Union 401(k) Plan and Trust · $18M · 173 · 70th

  • EOY $18M
  • EOY 173
  • EOY 70th
  • EOY 401(k)
  • EOY near Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan
  • EOY ind #4998

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

Williams Bros. Healthcare Pharmacy, Inc. 401(k) PlanWilliams Bros. Healthcare Ph…$18MLiberty Resources Retirement PlanLiberty Resources Retirement…$18MKirtland Federal Credit Union 401(k) Plan and TrustKirtland Federal Credit Unio…$18MEnventure Global Technology, Inc. Retirement and Savings PlanEnventure Global Technology,…$18MArmstrong, Donohue, Ceppos, Vaughan & Rhoades, Chartered 401(k) Profit Sharing PlanArmstrong, Donohue, Ceppos, …$18M
End-of-year total assets ($M) among Kirtland Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
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. -500005000100001500020000 -202468 Total assets ($B) Participants Kirtland Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.017724511 · Participants: 173Kirtland Federal Credit Union 401(k) Plan and TrustNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied 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 Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan in IN ($18M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Kirtland Federal Credit Union 401(k) Plan and Trust grew sharply - up 20.0% during 2023, from $15M to $18M. Reported net income was $3M.
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 Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan in IN ($18M, 547 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 Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.