Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

TRIAD DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRIAD NATIONAL SECURITY, LLC

This Defined Benefit (Pension) plan holds $5.7B in total assets and serves 2,214 participants as of 2023. It is sponsored by TRIAD NATIONAL SECURITY, LLC in New Mexico. The plan reported positive net income of $259M for the year.

Total Assets (2023)
$5.7B
Participants
2,214
State
Industry
Professional & Technical Services

What the Filing Says About TRIAD DEFINED BENEFIT PENSION PLAN

TRIAD DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by TRIAD NATIONAL SECURITY, LLC, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports $5.7B in total end-of-year assets and covers 2,214 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 823291283, and the plan has been effective since 2006-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5.4B at the beginning of 2023 to $5.7B at year-end — a gain of 4.8%. Net assets (after liabilities) closed the year at $5.7B, with reported net income of $259M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5.4B
Total Assets (End of Year)$5.7B
Net Assets (End of Year)$5.7B
Net Income$259M
Plan TypeDefined Benefit (Pension)
Employer EIN823291283
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRIAD NATIONAL SECURITY, LLC)

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.

Frequently Asked Questions

How much money is in the TRIAD DEFINED BENEFIT PENSION PLAN?
As of the 2023 Form 5500 filing, TRIAD DEFINED BENEFIT PENSION PLAN holds $5.7B in total assets with 2,214 participants. It is sponsored by TRIAD NATIONAL SECURITY, LLC.
What type of plan is TRIAD DEFINED BENEFIT PENSION PLAN?
TRIAD DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 2006-06-01. The plan is filed with the U.S. Department of Labor under EIN 823291283.
Who sponsors the TRIAD DEFINED BENEFIT PENSION PLAN?
TRIAD DEFINED BENEFIT PENSION PLAN is sponsored by TRIAD NATIONAL SECURITY, LLC, located in New Mexico. The sponsor's EIN is 823291283 and the plan operates in the Professional & Technical Services industry.
How did TRIAD DEFINED BENEFIT PENSION PLAN perform in 2023?
TRIAD DEFINED BENEFIT PENSION PLAN grew by 4.8% during 2023, moving from $5.4B to $5.7B in total assets. Net income was $259M.
Where can I find official filings for TRIAD DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for TRIAD DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 823291283 or plan name at efast.dol.gov.
How does TRIAD DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare TRIAD DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.