Defined Benefit (Pension) · DOL Form 5500 · 2022

Sunmark Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
207
Participants Below avg headcount
81st
Percentile by assets National rank
$124,027
Avg per participant Near avg balance/head
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Official DOL plan name: Sunmark Credit Union Cash Balance Retirement Pension Plan · Sponsored by Sunmark Credit Union · New York · Finance & Insurance

$26M in assets, 207 participants

Sunmark Credit Union's Sunmark Credit Union Cash Balance Retirement Pension Plan reported $26M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,407 in Finance & Insurance (9,261 peers)

Coverage in New York

Sunmark Credit Union Cash Balance Retirement Pension Plan covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $26M.

#6,407
in Finance & Insurance (9,261 peers)
-29.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunmark Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets

Sunmark Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,673,661 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sunmark Credit Union Cash Balance Retirement Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunmark Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (207 participants).

EBSA filing schedule strip

Filing strip 141364933 · Sunmark Credit Union PY 2022 · Defined Benefit (Pension)

Sunmark Credit Union Cash Balance Retirement Pension Plan · $26M · 207 · 81st

  • RANK $26M
  • PHOTO 207
  • IND 81st
  • EOY Defined Benefit (Pension)
  • 5500 near New Development Holdings, LLC Union Retirement Plan
  • ASSETS ind #6407

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 York →

Sunmark Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood

Liquor and Allied Workers Union Local No. 3 Pension FundLiquor and Allied Workers Un…$26MNew Development Holdings, LLC Union Retirement PlanNew Development Holdings, LL…$26MSunmark Credit Union Cash Balance Retirement Pension PlanSunmark Credit Union Cash Ba…$26MEastern Financial Florida Credit Union Retirement PlanEastern Financial Florida Cr…$26MFoss Maritime Company Pension PlanFoss Maritime Company Pensio…$26M
End-of-year total assets ($M) among Sunmark Credit Union Cash Balance Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$26M
Net Income-$11M
Employer EIN141364933
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunmark Credit Union)

Sponsor-wide plan assets over time

All Sunmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$49M 11.53667030410411% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.3M $49.4M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 466 $44M
2023 2 497 $49M
2024 2 480 $49M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sunmark Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Sunmark Credit Union Cash Balance Retirement Pension Plan, Total assets ($B): 0.025673661 · Participants: 207Sunmark Credit Union Cash Balance Retirement Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Sunmark Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sunmark Credit Union Cash Balance Retirement Pension Plan side-by-side with 3 peers →

Sunmark Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is New Development Holdings, LLC Union Retirement Plan in TX ($26M); by covered participants it is Snell & Wilmer L.L.P. Retirement Plan for Partners in AZ (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sunmark Credit Union Cash Balance Retirement Pension Plan assets move in 2022? ▼
Sunmark Credit Union Cash Balance Retirement Pension Plan declined sharply - down 29.2% during 2022, from $36M to $26M. Reported net income was -$11M.
How have Sunmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunmark Credit Union's sponsor-wide assets grew 11.5%, from $44M to $49M.
Where does Sunmark Credit Union Cash Balance Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Sunmark Credit Union Cash Balance Retirement Pension Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sunmark Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New Development Holdings, LLC Union Retirement Plan in TX ($26M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunmark Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Snell & Wilmer L.L.P. Retirement Plan for Partners in AZ (207 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141364933.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.