Defined Benefit (Pension) · DOL Form 5500 · 2023

Triad National Security, LLC Pension Plan

Data updated 2026-08-25

$5.7B
Total assets Very large vs avg
2,214
Participants Above avg headcount
100th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Triad Defined Benefit Pension Plan · Sponsored by Triad National Security, LLC · New Mexico · Professional & Technical Services

$5.7B in assets, 2,214 participants

Triad National Security, LLC's Triad Defined Benefit Pension Plan reported $5.7B in total assets and 2,214 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #20,300 in Professional & Technical Services (20,321 peers)

Coverage in New Mexico

Triad Defined Benefit Pension Plan covers 2,214 participants in New Mexico, 6.1x the typical New Mexico plan (state average ~365 per filing). Assets: $5.7B.

#20,300
in Professional & Technical Services (20,321 peers)
+4.8%
assets growth YoY
57×
vs typical plan assets (national mean)

Triad Defined Benefit Pension Plan's outsized position by total assets

Triad Defined Benefit Pension Plan vs every filed plan by assets

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

$5,686,688,811 Highest reported value at or above every one 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

Triad Defined Benefit Pension 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 Defined Benefit Pension Plan lands in the large band (2,214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Triad Defined Benefit Pension Plan reported net income rose from -$1.7B in the plan year 2022 filing to $259M in the plan year 2023 filing.
  • Triad Defined Benefit Pension Plan reported participants fell from 2,447 in the plan year 2022 filing to 2,214 in the plan year 2023 filing.
  • Triad Defined Benefit Pension Plan end-of-year assets rose from $5.4B in the plan year 2022 filing to $5.7B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 823291283 · Triad National Security, LLC PY 2023 · Defined Benefit (Pension)

Triad Defined Benefit Pension Plan · $5.7B · 2,214 · 100th

  • RANK $5.7B
  • PHOTO 2,214
  • IND 100th
  • EOY Defined Benefit (Pension)
  • 5500 near The PNC Financial Services Group, Inc. Pension Plan
  • ASSETS ind #20300

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 Defined Benefit Pension Plan in the asset neighbourhood

Eversource Pension Plan$5.9BMidwest Operating Engineers Pension Trust FundMidwest Operating Engineers …$5.8BTriad Defined Benefit Pension PlanTriad Defined Benefit Pensio…$5.7BThe PNC Financial Services Group, Inc. Pension PlanThe PNC Financial Services G…$5.6BBp Retirement Accumulation PlanBp Retirement Accumulation P…$5.5B
End-of-year total assets ($B) among Triad Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$5.4B
Net Assets (End of Year)$5.7B
Net Income$259M
Employer EIN823291283
Plan Effective Date2006-06-01
Filing StatusFILING 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
$7.5B$8B$8.5B$9B$9.5B 202220232024 $7.73B $8.99B ▲ +16.3%
Year Plans Participants Total Assets
2022 3 13,458 $7.7B
2023 3 14,468 $8.5B
2024 3 15,820 $9.0B

Nearby Defined Benefit (Pension) Plans in New Mexico

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

Triad Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -202468 Total assets ($B) Participants Triad Defined Benefit Pension Plan, Total assets ($B): 5.686688811 · Participants: 2214Triad Defined Benefit Pension PlanNtess Retirement Income Plan, Total assets ($B): 6.09808864 · Participants: 3544Ntess Retirement Income PlanPnm Resources, Inc. Employees' Retirement Plan, Total assets ($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 PlanSandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan, Total assets ($B): 0.10325338 · Participants: 333Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan
Triad Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Triad Defined Benefit Pension Plan side-by-side with 3 peers →

Triad Defined Benefit 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 The PNC Financial Services Group, Inc. Pension Plan in PA ($5.6B); by covered participants it is District No. 9 International Association of Machin Aerospace Workers Pension Plan in MO (2,214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,214 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 Triad Defined Benefit Pension Plan assets move in 2023? ▼
Triad Defined Benefit Pension Plan edged up modestly - up 4.8% during 2023, from $5.4B to $5.7B. Reported net income was $259M.
How have Triad National Security, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triad National Security, LLC's sponsor-wide assets grew 16.3%, from $7.7B to $9.0B.
Where does Triad Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Triad Defined Benefit Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Triad Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The PNC Financial Services Group, Inc. Pension Plan in PA ($5.6B, 63,680 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Triad Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is District No. 9 International Association of Machin Aerospace Workers Pension Plan in MO (2,214 participants, $711M 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 823291283.

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.