Defined Benefit (Pension) · DOL Form 5500 · 2024
Sandia Area Federal Credit Union Pension Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $116,077
- Avg per participant Below avg balance/head
Official DOL plan name: Sandia Area Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Sandia Area Federal Credit Union · New Mexico · Finance & Insurance
$16M in assets, 137 participants
Sandia Area Federal Credit Union's Sandia Area Federal Credit Union Defined Benefit Plan and Trust reported $16M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #4,252 in Finance & Insurance (8,549 peers)
Coverage in New Mexico
Sandia Area Federal Credit Union Defined Benefit Plan and Trust covers 137 participants in New Mexico, about 38% of the average New Mexico filer (state average ~365 per filing). Assets: $16M.
- #4,252
- in Finance & Insurance (8,549 peers)
- +5.4%
- assets growth YoY
Sandia Area Federal Credit Union Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Sandia Area Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,902,507 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sandia Area Federal Credit Union Defined Benefit Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sandia Area Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sandia Area Federal Credit Union Defined Benefit Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $813K in the plan year 2024 filing.
- Sandia Area Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 112 in the plan year 2023 filing to 137 in the plan year 2024 filing.
- Sandia Area Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 850128861 · Sandia Area Federal Credit Union PY 2024 · Defined Benefit (Pension)
Sandia Area Federal Credit Union Defined Benefit Plan and Trust · $16M · 137 · 66th
- PART $16M
- PART 137
- PART 66th
- PART Defined Benefit (Pension)
- PART near Colgate-Palmolive Puerto Rico Employees Retirement Plan
- PART ind #4252
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 Area Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $813K |
| Employer EIN | 850128861 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sandia Area Federal Credit Union)
Sponsor-wide plan assets over time
All Sandia Area Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 20.63718612297286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 248 | $19M |
| 2023 | 2 | 267 | $21M |
| 2024 | 2 | 321 | $22M |
Nearby Defined Benefit (Pension) Plans in New Mexico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Ntess Retirement Income Plan $6.2B · 3,323
- Triad Defined Benefit Pension Plan $5.6B · 2,018
- Pnm Resources Inc. Employees' Retirement Plan $380M · 133
- Presbyterian Healthcare Services Employees' Pension Plan II $261M · 713
- Waste Isolation Pilot Plant Pension Plan $233M · 1,041
Sandia Area Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Colgate-Palmolive Puerto Rico Employees Retirement Plan in PR ($16M); by covered participants it is Stanford Health Care Staff Pension Plan in CA (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Stanford Health Care Staff Pension Plan (CA) 137 · 0 off
- Treehouse Pension Plan (IL) 137 · 0 off
- Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 (IL) 137 · 0 off
- The Mario Badescu Skin Care, Inc. Variable Cash Balance Plan (NJ) 137 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.