NM Form 5500 retirement and benefit plan filings
State Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, NM has 703 loaded benefit plan(s) reported by 510 plan sponsor(s), with $44,629,134,488 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 703
- Plan sponsors
- 510
- Total reported assets (EOY)
- $44,629,134,488
- Latest filing year
- 2023
Cities by loaded plan count
- Albuquerque, NM — 374 plan(s)
- Santa Fe, NM — 47 plan(s)
- Las Cruces, NM — 34 plan(s)
- Farmington, NM — 28 plan(s)
- Roswell, NM — 20 plan(s)
- Artesia, NM — 20 plan(s)
- Los Alamos, NM — 19 plan(s)
- Hobbs, NM — 15 plan(s)
- Rio Rancho, NM — 14 plan(s)
- Carlsbad, NM — 13 plan(s)
- Gallup, NM — 6 plan(s)
- Taos, NM — 6 plan(s)
- Bernalillo, NM — 5 plan(s)
- Espanola, NM — 5 plan(s)
- Hatch, NM — 4 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Lawrence Livermore Nat'L Security,LLC And Triad Nat'L Security LLC Defined Benefit Pension Plan Group Trust | Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLC | Los Alamos | $10,356,546,486 | 2023 |
| Ntess Savings And Income Plan | National Technology & Engineering Solutions Of Sandia, LLC | Albuquerque | $6,138,288,212 | 2023 |
| Ntess Retirement Income Plan | National Technology & Engineering Solutions Of Sandia, LLC | Albuquerque | $6,098,088,640 | 2023 |
| Triad Defined Benefit Pension Plan | Triad National Security, LLC | Los Alamos | $5,686,688,811 | 2023 |
| Triad Defined Contribution Plans Master Trust | Triad National Security, LLC | Los Alamos | $2,762,930,247 | 2023 |
| Triad 401(K) Retirement Plan | Triad National Security, LLC | Los Alamos | $2,017,061,751 | 2023 |
| Presbyterian Healthcare Services 403(B) Plan | Presbyterian Healthcare Services | Albuquerque | $865,148,227 | 2023 |
| Triad 401k Savings Plan | Triad National Security, LLC | Los Alamos | $839,625,080 | 2023 |
| Pnm Resources, Inc. Retirement Savings Plan | Pnm Resources, Inc. | Albuquerque | $765,429,650 | 2023 |
| Employee Stock Ownership Plan Of Applied Research Associates, Inc. | Applied Research Associates, Inc. | Albuquerque | $605,825,813 | 2023 |
| Applied Research Associates, Inc. 401(K) Profit Sharing Plan & Trust | Applied Research Associates, Inc. | Albuquerque | $573,005,592 | 2023 |
| Pnm Resources, Inc. Master Trust | Pnm Resources, Inc. | Albuquerque | $480,830,752 | 2023 |
| Presbyterian Healthcare Services 401(A) Plan | Presbyterian Healthcare Services | Albuquerque | $455,354,701 | 2023 |
| Pnm Resources, Inc. Employees' Retirement Plan | Pnm Resources, Inc. | Albuquerque | $407,211,663 | 2023 |
| Presbyterian Healthcare Services Employees' Pension Plan Ii | Presbyterian Healthcare Services | Albuquerque | $247,845,171 | 2023 |
Largest NM plans → · NM plans with financial data → · $1B+ NM plans →
Related Form 5500 pages
- Albuquerque, NM Form 5500 filings
- Santa Fe, NM Form 5500 filings
- Las Cruces, NM Form 5500 filings
- Farmington, NM Form 5500 filings
- Roswell, NM Form 5500 filings
- Artesia, NM Form 5500 filings
- Los Alamos, NM Form 5500 filings
- Hobbs, NM Form 5500 filings
- Rio Rancho, NM Form 5500 filings
- Carlsbad, NM Form 5500 filings
- Gallup, NM Form 5500 filings
- Taos, NM Form 5500 filings
- Bernalillo, NM Form 5500 filings
- Espanola, NM Form 5500 filings
- Hatch, NM Form 5500 filings
- Lawrence Livermore Nat'L Security,LLC And Triad Nat'L Security LLC Defined Benefit Pension Plan Group Trust (plan 001)
- Ntess Savings And Income Plan (plan 008)
- Ntess Retirement Income Plan (plan 006)
- Triad Defined Benefit Pension Plan (plan 003)
- Triad Defined Contribution Plans Master Trust (plan 001)
- Triad 401(K) Retirement Plan (plan 001)
- Presbyterian Healthcare Services 403(B) Plan (plan 002)
- Triad 401k Savings Plan (plan 002)
- Pnm Resources, Inc. Retirement Savings Plan (plan 005)
- Employee Stock Ownership Plan Of Applied Research Associates, Inc. (plan 003)
- Methodology
- Data sources