Defined Benefit (Pension) · DOL Form 5500 · 2023

Sandia Laboratory Federal Credit Union Pension Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
333
Participants Below avg headcount
91st
Percentile by assets National rank
$310,070
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$103M in assets, 333 participants

Sandia Laboratory Federal Credit Union's Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan reported $103M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,710 in Finance & Insurance (8,869 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, $103M for 333 participants (~$310,070/participant), up 12.1% in 2023.

#7,710
in Finance & Insurance (8,869 peers)
+12.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$103,253,380 Top 9% higher than 91% 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

Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan 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. Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan reported net income rose from -$17M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan end-of-year assets rose from $92M in the plan year 2022 filing to $103M in the plan year 2023 filing.
  • Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan reported participants rose from 317 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 850113445 · Sandia Laboratory Federal Credit Union PY 2023 · Defined Benefit (Pension)

Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan · $103M · 333 · 91st

  • PHOTO $103M
  • PHOTO 333
  • PHOTO 91st
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Topflight Corporation Revised Retirement Plan
  • PHOTO ind #7710

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

Instant Brands Pension Plan$103MTopflight Corporation Revised Retirement PlanTopflight Corporation Revise…$103MSandia Laboratory Federal Credit Union Employees' Cash Balance Pension PlanSandia Laboratory Federal Cr…$103MUnited Association Plumbers Local 773 Pension PlanUnited Association Plumbers …$103MGrinnell Mutual Retirement PlanGrinnell Mutual Retirement P…$103M
End-of-year total assets ($M) among Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$103M
Net Income$11M
Employer EIN850113445
Plan Effective Date1972-01-01
Filing StatusFILING 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
$120M$130M$140M$150M$160M 202220232024 $126M $156M ▲ +23.9%
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.

Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -202468 Total assets ($B) Participants Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan, Total assets ($B): 0.10325338 · Participants: 333Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension PlanNtess Retirement Income Plan, Total assets ($B): 6.09808864 · Participants: 3544Ntess Retirement Income PlanTriad Defined Benefit Pension Plan, Total assets ($B): 5.686688811 · Participants: 2214Triad Defined Benefit Pension PlanPnm Resources, Inc. Employees' Retirement Plan, Total assets ($B): 0.407211663 · Participants: 146Pnm Resources, Inc. Employees' Retirement PlanPresbyterian Healthcare Services Employees' Pension Plan II, Total assets ($B): 0.247845171 · Participants: 814Presbyterian Healthcare Services Employees' Pension Plan IIWaste Isolation Pilot Plant Pension Plan, Total assets ($B): 0.223782278 · Participants: 953Waste Isolation Pilot Plant Pension Plan
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan side-by-side with 3 peers →

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 Topflight Corporation Revised Retirement Plan in PA ($103M); by covered participants it is Ti Group Automotive Systems Retirement Plan in MI (333 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103M here).

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan assets move in 2023? ▼
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan grew at a solid clip - up 12.1% during 2023, from $92M to $103M. Reported net income was $11M.
How have Sandia Laboratory Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandia Laboratory Federal Credit Union's sponsor-wide assets grew 23.9%, from $126M to $156M.
Where does Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Topflight Corporation Revised Retirement Plan in PA ($103M, 142 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ti Group Automotive Systems Retirement Plan in MI (333 participants, $132M 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 850113445.

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.