Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

NTESS RETIREMENT INCOME PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC

This Defined Benefit (Pension) plan holds $6.1B in total assets and serves 3,544 participants as of 2023. It is sponsored by NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC in New Mexico. The plan reported positive net income of $486M for the year.

Total Assets (2023)
$6.1B
Participants
3,544
State
Industry
Professional & Technical Services

What the Filing Says About NTESS RETIREMENT INCOME PLAN

NTESS RETIREMENT INCOME PLAN is a Defined Benefit (Pension) retirement plan sponsored by NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports $6.1B in total end-of-year assets and covers 3,544 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 850097942, and the plan has been effective since 1950-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5.6B at the beginning of 2023 to $6.1B at year-end — a gain of 9.9%. Net assets (after liabilities) closed the year at $5.7B, with reported net income of $486M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5.6B
Total Assets (End of Year)$6.1B
Net Assets (End of Year)$5.7B
Net Income$486M
Plan TypeDefined Benefit (Pension)
Employer EIN850097942
Plan Effective Date1950-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC)

Year Plans Participants Total Assets
2022 2 17,908 $10.6B
2023 2 18,265 $12.2B
2024 2 19,249 $13.4B

Nearby Defined Benefit (Pension) Plans in New Mexico

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

Frequently Asked Questions

How much money is in the NTESS RETIREMENT INCOME PLAN?
As of the 2023 Form 5500 filing, NTESS RETIREMENT INCOME PLAN holds $6.1B in total assets with 3,544 participants. It is sponsored by NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC.
What type of plan is NTESS RETIREMENT INCOME PLAN?
NTESS RETIREMENT INCOME PLAN is a Defined Benefit (Pension) plan. It has been effective since 1950-06-01. The plan is filed with the U.S. Department of Labor under EIN 850097942.
Who sponsors the NTESS RETIREMENT INCOME PLAN?
NTESS RETIREMENT INCOME PLAN is sponsored by NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC, located in New Mexico. The sponsor's EIN is 850097942 and the plan operates in the Professional & Technical Services industry.
How did NTESS RETIREMENT INCOME PLAN perform in 2023?
NTESS RETIREMENT INCOME PLAN grew by 9.9% during 2023, moving from $5.6B to $6.1B in total assets. Net income was $486M.
Where can I find official filings for NTESS RETIREMENT INCOME PLAN?
Official Form 5500 filings for NTESS RETIREMENT INCOME PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850097942 or plan name at efast.dol.gov.
How does NTESS RETIREMENT INCOME PLAN compare to other plans?
You can compare NTESS RETIREMENT INCOME PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 850097942.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.