401(k) · DOL Form 5500 · 2023

Sandia Laboratory Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
446
Participants Below avg headcount
83rd
Percentile by assets National rank
$88,120
Avg per participant Below avg balance/head
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Official DOL plan name: Sandia Laboratory Federal Credit Union 401(k) Plan and Trust · Sponsored by Sandia Laboratory Federal Credit Union · New Mexico · Finance & Insurance

$39M in assets, 446 participants

Sandia Laboratory Federal Credit Union's Sandia Laboratory Federal Credit Union 401(k) Plan and Trust reported $39M in total assets and 446 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,536 in Finance & Insurance (8,869 peers)

Where Sandia Laboratory Federal Credit Union 401(k) Plan and Trust sits by assets

Sandia Laboratory Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 446 participants (~$88,120/participant), up 16.2% in 2023.

#6,536
in Finance & Insurance (8,869 peers)
+16.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sandia Laboratory Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Sandia Laboratory 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

$39,301,356 Top 17% higher than 83% 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 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. Sandia Laboratory Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (446 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandia Laboratory Federal Credit Union 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sandia Laboratory Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Sandia Laboratory Federal Credit Union 401(k) Plan and Trust reported participants rose from 415 in the plan year 2022 filing to 446 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850113445 · Sandia Laboratory Federal Credit Union PY 2023 · 401(k)

Sandia Laboratory Federal Credit Union 401(k) Plan and Trust · $39M · 446 · 83rd

  • 5500 $39M
  • ASSETS 446
  • PCT 83rd
  • EIN 401(k)
  • RANK near Chicago Faucet Company Retirement and Savings Plan
  • PHOTO ind #6536

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 401(k) Plan and Trust in the asset neighbourhood

Sandia Laboratory Federal Credit Union 401(k) Plan and TrustSandia Laboratory Federal Cr…$39MChicago Faucet Company Retirement and Savings PlanChicago Faucet Company Retir…$39MMarquis Management Services Inc. 401(k) PlanMarquis Management Services …$39MQuick Supply Company Employees' 401(k) PlanQuick Supply Company Employe…$39MMaterne North America 401(k) Retirement PlanMaterne North America 401(k)…$39M
End-of-year total assets ($M) among Sandia Laboratory Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN850113445
Plan Effective Date1998-03-15
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 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sandia Laboratory 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 ($B) Participants Sandia Laboratory Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.039301356 · Participants: 446Sandia Laboratory 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
Sandia Laboratory Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Sandia Laboratory Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Sandia Laboratory 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 Chicago Faucet Company Retirement and Savings Plan in IL ($39M); by covered participants it is Klick USA Inc. 401(k) Plan in NY (446 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (446 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 401(k) Plan and Trust assets move in 2023? ▼
Sandia Laboratory Federal Credit Union 401(k) Plan and Trust grew sharply - up 16.2% during 2023, from $34M to $39M. Reported net income was $5M.
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 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Sandia Laboratory Federal Credit Union 401(k) Plan and Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sandia Laboratory Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Faucet Company Retirement and Savings Plan in IL ($39M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Sandia Laboratory Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Klick USA Inc. 401(k) Plan in NY (446 participants, $37M 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.