Defined Benefit (Pension) · DOL Form 5500 · 2023

Triad National Security, LLC Pension Plan

Data updated 2026-08-11

$5.7B
Total assets
2,214
Participants
100th
Percentile by assets
$2.6M
Avg per participant
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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.

  • 100th percentile by assets (of 127,072 plans)
  • #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.

$5.7B
total plan assets (2023 EOY)
2,214
covered participants
100th
percentile by assets (of 127,072 plans)
$2.6M
avg assets per participant

Where Triad Defined Benefit Pension Plan sits 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 Top 1% higher than 100% of 127,068 filed plans

This plan $0 $2,010,000,000 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

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 →

Participants vs New Mexico filers

In New Mexico, the average filing covers about 365 participants across 466 plans. Triad Defined Benefit Pension Plan reports 2,214 participants - 6.1x that state average ($5.7B EOY assets).

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)

$7.5B$8B$8.5B$9B$9.5B 202220232024 $7.73B $8.99B ▲ +16.3%
Total plan assets by year, all Triad National Security, LLC plans on file
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

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 Benefi…Ntess Retirement Inc…Pnm Resources, Inc. …Presbyterian Healthc…Waste Isolation Pilo…Sandia Laboratory Fe…
Triad Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Triad Defined Benefit Pension Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Triad Defined Benefit Pension Plan's numbers.