Defined Benefit (Pension) · DOL Form 5500 · 2023

Sandia Laboratory Federal Credit Union Pension Plan

Data updated 2026-08-11

$103M
Total assets: 333
Participants: 91st
Percentile by assets: $310,070
Avg per participant

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.

91st percentile by assets (of 127,072 plans)
#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.

$103M
total plan assets (2023 EOY): 333
covered participants: 91st
percentile by assets (of 127,072 plans): $310,070
avg assets per participant

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 →

State

New Mexico

Industry

Finance & Insurance

Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan vs the 2023 asset distribution

By assets, Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$92M
Net Assets (End of Year)	$103M
Net Income	$11M
Employer EIN	850113445
Plan Effective Date	1972-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sandia Laboratory Federal Credit Union)

Total plan assets by year, all Sandia Laboratory Federal Credit Union plans on file

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

Ntess Retirement Income Plan $6.1B · 3,544
Triad Defined Benefit Pension Plan $5.7B · 2,214
Pnm Resources, Inc. Employees' Retirement Plan $407M · 146
Presbyterian Healthcare Services Employees' Pension Plan II $248M · 814
Waste Isolation Pilot Plant Pension Plan $224M · 953

Compare Sandia Laboratory Federal Credit Union E… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan by total assets, not by location.

Topflight Corporation Revised Retirement Plan (PA) $103M · 142
Instant Brands Pension Plan (IL) $103M · 249
United Association Plumbers Local 773 Pension Plan (NY) $103M · 304
Grinnell Mutual Retirement Plan (IA) $103M · 291

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).

Next read for Sandia Laboratory Federal Credit Union E…

Scale reading

Ways to act on Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan's numbers.

By total assets, Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Mexico. Compare plans
Sandia Laboratory Federal Credit Union's sponsor-wide assets have grown 23.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.