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Employers › New Mexico

Employer · plans filed under one EIN

Triad National Security, LLC

Los Alamos, NM · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$8.98Bnet assets across plans
25,453participant records16,708 active
$274Memployer contributions, latest plan years$16,393 per active record
$1.2MSchedule C compensation to organisations$46.09 per participant record

Triad National Security, LLC, based in Los Alamos, New Mexico, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 25,453 participant records and $8.98B in net assets.

The largest is Triad 401(k) Retirement Plan, a 401(k) plan with 16,432 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $274M and participant contributions $207M in the latest plan years; benefits paid were $469M. Schedule C compensation reported to service provider organisations totalled $1.2M.

Combined net assets moved from $6.04B in 2018 to $8.98B in 2024 (up 49%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Triad 401(k) Retirement Plan401(k) plan202416,432$2.49B$151,659$11,553$947K
Triad Defined Benefit Pension Plandefined benefit pension plan20246,071$5.59B$921,130$67,531$0
Triad 401(k) Savings Plan401(k) plan20242,950$900M$305,062$0$226K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2018: $6.04B2019: $7.36B2020: $8.77B2021: $9.77B2022: $7.72B2023: $8.54B2024: $8.98B$6.04B$9.77B$8.98B2018202020222024
Combined net assets
2018: 18,6342019: 19,4162020: 19,9492021: 21,0122022: 22,4822023: 24,1602024: 25,45318,63425,4532018202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024325,453$8.98B$274M$207M
2023324,160$8.54B$254M$188M
2022322,482$7.72B$168M$163M
2021321,012$9.77B$216M$149M
2020319,949$8.77B$213M$141M
2019319,416$7.36B$222M$129M
2018318,634$6.04B$156M$123M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing2$681,671
BNY Mellon Asset ServicingTrustee (bank, trust company, or similar financial institution); Trustee (directed)2$176,133
MercerConsulting (general); Investment advisory (plan)2$123,388
USI Insurance Services LLCOther services2$89,999
Moss Adams LLPAccounting (including auditing)2$63,000
Alston & BirdLegal2$38,906

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$682K
BNY Mellon Asset Servicing$176K
Mercer$123K
USI Insurance Services LLC$90K
Moss Adams LLP$63K
Alston & Bird$39K

Questions and answers

How many retirement plans does Triad National Security, LLC have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Triad 401(k) Retirement Plan, Triad Defined Benefit Pension Plan and Triad 401(k) Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Triad National Security, LLC contribute to its plans?

$273,897,085 in employer contributions across these plans in their latest plan years, about $16,393 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, BNY Mellon Asset Servicing, Mercer and USI Insurance Services LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.