401(k) · DOL Form 5500 · 2023
Triad National Security, LLC 401(k) Plan
Data updated 2026-08-25
- $840M
- Total assets Above avg plan size
- 2,249
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $373,333
- Avg per participant High balance/head
Official DOL plan name: Triad 401(k) Savings Plan · Sponsored by Triad National Security, LLC · New Mexico · Professional & Technical Services
$840M in assets, 2,249 participants
Triad National Security, LLC's Triad 401(k) Savings Plan reported $840M in total assets and 2,249 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #20,104 in Professional & Technical Services (20,321 peers)
Coverage in New Mexico
Triad 401(k) Savings Plan covers 2,249 participants in New Mexico, 6.2x the typical New Mexico plan (state average ~365 per filing). Assets: $840M.
- #20,104
- in Professional & Technical Services (20,321 peers)
- +11.9%
- assets growth YoY
- 8.4×
- vs typical plan assets (national mean)
Triad 401(k) Savings Plan's outsized position by total assets
Triad 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$839,625,080 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Triad 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Triad 401(k) Savings Plan lands in the large band (2,249 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Triad 401(k) Savings Plan reported net income rose from -$169M in the plan year 2022 filing to $89M in the plan year 2023 filing.
- Triad 401(k) Savings Plan end-of-year assets rose from $750M in the plan year 2022 filing to $840M in the plan year 2023 filing.
- Triad 401(k) Savings Plan reported participants fell from 2,476 in the plan year 2022 filing to 2,249 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 823291283 · Triad National Security, LLC PY 2023 · 401(k)
Triad 401(k) Savings Plan · $840M · 2,249 · 98th
- PHOTO $840M
- PHOTO 2,249
- PHOTO 98th
- PHOTO 401(k)
- PHOTO near The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan
- PHOTO ind #20104
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 Professional & Technical Services retirement plans → · Plans in New Mexico →
Triad 401(k) Savings Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $750M |
|---|---|
| Net Assets (End of Year) | $840M |
| Net Income | $89M |
| Employer EIN | 823291283 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Triad National Security, LLC)
Sponsor-wide plan assets over time
All Triad National Security, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9.0B 16.2912088183363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,458 | $7.7B |
| 2023 | 3 | 14,468 | $8.5B |
| 2024 | 3 | 15,820 | $9.0B |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
- New Mexico Electricians Retirement Benefit Fund $215M · 1,366
Triad 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan in GA ($839M); by covered participants it is Credit Acceptance Corporation 401(k) Plan and Trust in MI (2,249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($840M here).
- The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan (GA) $839M · 19,643
- Markel Group Inc. Retirement Savings Plan (VA) $839M · 3,363
- Howmet Aerospace Hourly Retirement Savings Plan (PA) $839M · 9,000
- Martin Marietta Savings and Investment Plan (NC) $838M · 8,839
Similar participant headcount
Nearest other-state filings by covered participants (2,249 participants); asset peers above are excluded.
- Credit Acceptance Corporation 401(k) Plan and Trust (MI) 2,249 · 0 off
- Cirque Du Soleil 401(k) Retirement Plan () 2,249 · 0 off
- Bio-Techne Corporation and Affiliates Profit Sharing and Savings Plan (MN) 2,249 · 0 off
- Capital Blue Cross Employee Savings Plan (PA) 2,250 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.