401(k) · DOL Form 5500 · 2022
Sunmark Credit Union 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $71,755
- Avg per participant Below avg balance/head
Official DOL plan name: Sunmark Credit Union 401(k) Plan · Sponsored by Sunmark Credit Union · New York · Finance & Insurance
$19M in assets, 259 participants
Sunmark Credit Union's Sunmark Credit Union 401(k) Plan reported $19M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #5,778 in Finance & Insurance (9,261 peers)
Coverage in New York
Sunmark Credit Union 401(k) Plan covers 259 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $19M.
- #5,778
- in Finance & Insurance (9,261 peers)
- -4.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $962K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunmark Credit Union 401(k) Plan's outsized position by total assets
Sunmark Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,584,603 Top 24% higher than 76% of 139,123 filed plans
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 401(k) 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 401(k) Plan sits mid-pack in the medium band (259 participants).
Plan-year Form 5500 strip
Filing strip 141364933 · Sunmark Credit Union PY 2022 · 401(k)
Sunmark Credit Union 401(k) Plan · $19M · 259 · 76th
- EIN $19M
- EIN 259
- EIN 76th
- EIN 401(k)
- EIN near Paymaster, Inc. Multiple Employer 401(k) Plan
- EIN ind #5778
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 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$962K |
| Employer EIN | 141364933 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 466 | $44M |
| 2023 | 2 | 497 | $49M |
| 2024 | 2 | 480 | $49M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Sunmark Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Paymaster, Inc. Multiple Employer 401(k) Plan in FL ($19M); by covered participants it is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 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.