Defined Benefit (Pension) · DOL Form 5500 · 2024
State Employees Credit Union of New Mexico Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $145,812
- Avg per participant Above avg balance/head
Official DOL plan name: State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust · Sponsored by State Employees Credit Union of New Mexico · New Mexico · Finance & Insurance
$22M in assets, 151 participants
State Employees Credit Union of New Mexico's State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust reported $22M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,927 in Finance & Insurance (8,549 peers)
Coverage in New Mexico
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust covers 151 participants in New Mexico, about 41% of the average New Mexico filer (state average ~365 per filing). Assets: $22M.
- #4,927
- in Finance & Insurance (8,549 peers)
- +2.2%
- assets growth YoY
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,017,595 Top 28% higher than 72% 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
State Employees Credit Union of New Mexico Cash Balance 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. State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $471K in the plan year 2024 filing.
- State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust reported participants fell from 156 in the plan year 2023 filing to 151 in the plan year 2024 filing.
- State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 856010733 · State Employees Credit Union of New Mexico PY 2024 · Defined Benefit (Pension)
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust · $22M · 151 · 72nd
- SCH $22M
- SCH 151
- SCH 72nd
- SCH Defined Benefit (Pension)
- SCH near Touro Infirmary Retirement Plan
- SCH ind #4927
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 →
State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $471K |
| Employer EIN | 856010733 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Employees Credit Union of New Mexico)
Sponsor-wide plan assets over time
All State Employees Credit Union of New Mexico plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 18.3808303617951% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $19M |
| 2023 | 1 | 156 | $22M |
| 2024 | 1 | 151 | $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
State Employees Credit Union of New Mexico Cash Balance 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 Touro Infirmary Retirement Plan in LA ($22M); by covered participants it is Rudin Management Co. Inc. Employees' Pension Trust in NY (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Touro Infirmary Retirement Plan (LA) $22M · 564
- Bryce Corporation Pension Plan (TN) $22M · 174
- Intesa Sanpaolo S.P.a Retirement Plan (NY) $22M · 30
- Innomotics Pension Plan (GA) $22M · 167
Similar participant headcount
Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.
- Rudin Management Co. Inc. Employees' Pension Trust (NY) 151 · 0 off
- Jenner & Block Cash Balance Plan (IL) 151 · 0 off
- Pension Plan of Grove City College (PA) 151 · 0 off
- Ironworkers-Laborers Pension Plan of Cumberland Md (MD) 152 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.