Defined Benefit (Pension) · DOL Form 5500 · 2024
Nusenda Federal Credit Union Pension Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 518
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $170,658
- Avg per participant Above avg balance/head
Official DOL plan name: Nusenda Federal Credit Union Cash Balance Defined Benefit Plan · Sponsored by Nusenda Federal Credit Union · New Mexico · Finance & Insurance
$88M in assets, 518 participants
Nusenda Federal Credit Union's Nusenda Federal Credit Union Cash Balance Defined Benefit Plan reported $88M in total assets and 518 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,160 in Finance & Insurance (8,549 peers)
Where Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits by assets
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits in the top 10% of all filed plans by assets, $88M for 518 participants (~$170,658/participant), up 8.0% in 2024.
- #7,160
- in Finance & Insurance (8,549 peers)
- +8.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan's outsized position by total assets
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,400,691 Top 10% higher than 90% 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
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan 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. Nusenda Federal Credit Union Cash Balance Defined Benefit Plan sits mid-pack in the medium band (518 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nusenda Federal Credit Union Cash Balance Defined Benefit Plan reported net income fell from $14M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Nusenda Federal Credit Union Cash Balance Defined Benefit Plan end-of-year assets rose from $82M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Nusenda Federal Credit Union Cash Balance Defined Benefit Plan reported participants fell from 537 in the plan year 2023 filing to 518 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 850105773 · Nusenda Federal Credit Union PY 2024 · Defined Benefit (Pension)
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan · $88M · 518 · 90th
- BOY $88M
- BOY 518
- BOY 90th
- BOY Defined Benefit (Pension)
- BOY near Tompkins Financial Corporation Retirement Plan
- BOY ind #7160
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 →
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $7M |
| Employer EIN | 850105773 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nusenda Federal Credit Union)
Sponsor-wide plan assets over time
All Nusenda Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 41.527588908308275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,169 | $88M |
| 2023 | 2 | 1,262 | $107M |
| 2024 | 2 | 1,277 | $125M |
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
Nusenda Federal Credit Union Cash Balance Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Tompkins Financial Corporation Retirement Plan in NY ($88M); by covered participants it is Wps Pension Plan in WI (518 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Tompkins Financial Corporation Retirement Plan (NY) $88M · 223
- Ret. Program for Ees of Viskase Companies, Inc. (IL) $89M · 88
- Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) (PA) $88M · 172
- Plumbers & Fitters Local 101 Restated Pension Plan (IL) $89M · 196
Similar participant headcount
Nearest other-state filings by covered participants (518 participants); asset peers above are excluded.
- Wps Pension Plan (WI) 518 · 0 off
- Meredith Employees Retirement Income Plan (IA) 517 · 1 off
- Pension Plan Private Sanitation Union Local 813 Ibt (NY) 519 · 1 off
- Elevance Health Cash Balance Plan B (IN) 519 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.