Defined Benefit (Pension) · DOL Form 5500 · 2023

Nusenda Federal Credit Union Pension Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
537
Participants Below avg headcount
90th
Percentile by assets National rank
$152,451
Avg per participant Above avg balance/head
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Official DOL plan name: Nusenda Federal Credit Union Cash Balance Defined Benefit Plan · Sponsored by Nusenda Federal Credit Union · New Mexico · Finance & Insurance

$82M in assets, 537 participants

Nusenda Federal Credit Union's Nusenda Federal Credit Union Cash Balance Defined Benefit Plan reported $82M in total assets and 537 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,487 in Finance & Insurance (8,869 peers)

Where Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits by assets

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits in the top 10% of all filed plans by assets, $82M for 537 participants (~$152,451/participant), up 20.3% in 2023.

#7,487
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan's outsized position by total assets

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$81,866,109 Top 10% higher than 90% 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

Nusenda Federal Credit Union Cash Balance Defined Benefit 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. Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits mid-pack in the medium band (537 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nusenda Federal Credit Union Cash Balance Defined Benefit Plan reported net income rose from -$10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Nusenda Federal Credit Union Cash Balance Defined Benefit Plan end-of-year assets rose from $68M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Nusenda Federal Credit Union Cash Balance Defined Benefit Plan reported participants rose from 486 in the plan year 2022 filing to 537 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850105773 · Nusenda Federal Credit Union PY 2023 · Defined Benefit (Pension)

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan · $82M · 537 · 90th

  • PHOTO $82M
  • IND 537
  • EOY 90th
  • 5500 Defined Benefit (Pension)
  • ASSETS near The Washington Trust Company Pension Plan
  • PCT ind #7487

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 →

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan in the asset neighbourhood

B&g Foods Pension Plan$82MPlumbers, Pipefitters & Apprentices Local 112 Pension PlanPlumbers, Pipefitters & Appr…$82MNusenda Federal Credit Union Cash Balance Defined Benefit PlanNusenda Federal Credit Union…$82MThe Washington Trust Company Pension PlanThe Washington Trust Company…$82MTata Chemicals Soda Ash Partners LLC Hourly Employees' Pension PlanTata Chemicals Soda Ash Part…$82M
End-of-year total assets ($M) among Nusenda Federal Credit Union Cash Balance Defined Benefit 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)$68M
Net Assets (End of Year)$82M
Net Income$14M
Employer EIN850105773
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nusenda Federal Credit Union)

Sponsor-wide plan assets over time

All Nusenda Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$125M 41.527588908308275% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.4M $125M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 1,169 $88M
2023 2 1,262 $107M
2024 2 1,277 $125M

Nearby Defined Benefit (Pension) Plans in New Mexico

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

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -202468 Total assets ($B) Participants Nusenda Federal Credit Union Cash Balance Defined Benefit Plan, Total assets ($B): 0.081866109 · Participants: 537Nusenda Federal Credit Union Cash Balance Defined Benefit 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
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Nusenda Federal Credit Union Cash Balance Defined Benefit Plan side-by-side with 3 peers →

Nusenda Federal Credit Union Cash Balance Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is The Washington Trust Company Pension Plan in RI ($82M); by covered participants it is Bac Local 23 North Shore Chapter Pension Fund in OH (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 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 Nusenda Federal Credit Union Cash Balance Defined Benefit Plan assets move in 2023? ▼
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan grew sharply - up 20.3% during 2023, from $68M to $82M. Reported net income was $14M.
How have Nusenda Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nusenda Federal Credit Union's sponsor-wide assets grew 41.5%, from $88M to $125M.
Where does Nusenda Federal Credit Union Cash Balance Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan ranks in the 90th 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 Nusenda Federal Credit Union Cash Balance Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Washington Trust Company Pension Plan in RI ($82M, 119 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nusenda Federal Credit Union Cash Balance Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bac Local 23 North Shore Chapter Pension Fund in OH (537 participants, $106M 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 850105773.

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.