Defined Benefit (Pension) · DOL Form 5500 · 2022
Suffolk Federal Credit Union Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $185,624
- Avg per participant Above avg balance/head
Official DOL plan name: Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan · Sponsored by Suffolk Federal Credit Union · New York · Finance & Insurance
$12M in assets, 63 participants
Suffolk Federal Credit Union's Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan reported $12M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #4,779 in Finance & Insurance (9,261 peers)
Suffolk Federal Credit Union multi-year trail
Suffolk Federal Credit Union's plans moved +20.4% in assets from 2022 to 2024; this filing shows Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan at $12M / 63 participants.
- #4,779
- in Finance & Insurance (9,261 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's outsized position by total assets
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,694,320 Top 32% higher than 68% 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
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan is a small filing (63 participants) on this national headcount ladder.
DOL schedule card
Filing strip 112200411 · Suffolk Federal Credit Union PY 2022 · Defined Benefit (Pension)
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan · $12M · 63 · 68th
- IND $12M
- IND 63
- IND 68th
- IND Defined Benefit (Pension)
- IND near Whitehall Company Ltd. Pension Trust
- IND ind #4779
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 →
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan in the asset neighbourhood
Suffolk Federal Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Suffolk Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 20.414384125699968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 227 | $23M |
| 2023 | 2 | 216 | $25M |
| 2024 | 2 | 233 | $28M |
Suffolk Federal Credit Union filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$3M |
| Employer EIN | 112200411 |
| Plan Effective Date | 1978-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Suffolk Federal Credit Union and Credit Union Services LLC 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 Whitehall Company Ltd. Pension Trust in MA ($12M); by covered participants it is Pension Plan for Employees of Pediatric Associates of Dallas in TX (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 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.