401(k) · DOL Form 5500 · 2022

Sun Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
137
Participants Small participant base
80th
Percentile by assets National rank
$176,859
Avg per participant Above avg balance/head
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Official DOL plan name: Sun Federal Credit Union 401(k) Plan and Trust · Sponsored by Sun Federal Credit Union · Ohio · Finance & Insurance

$24M in assets, 137 participants

Sun Federal Credit Union's Sun Federal Credit Union 401(k) Plan and Trust reported $24M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,297 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Sun Federal Credit Union 401(k) Plan and Trust covers 137 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#6,297
in Finance & Insurance (9,261 peers)
-1.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Sun Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$24,229,670 Top 20% higher than 80% 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

Sun Federal Credit Union 401(k) Plan and Trust 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. Sun Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (137 participants).

DOL schedule card

Filing strip 341300434 · Sun Federal Credit Union PY 2022 · 401(k)

Sun Federal Credit Union 401(k) Plan and Trust · $24M · 137 · 80th

  • TYPE $24M
  • NET 137
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Trintech Inc. 401(k) Plan
  • SCH ind #6297

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 Ohio →

Sun Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Sun Federal Credit Union 401(k) Plan and TrustSun Federal Credit Union 401…$24MTrintech Inc. 401(k) Plan$24MKline & Specter, P.C. 401(k) Profit Sharing PlanKline & Specter, P.C. 401(k)…$24MMccollister's Transportation Systems, Inc. 401(k) Savings PlanMccollister's Transportation…$24MReenergy Holdings 401(k) Retirement PlanReenergy Holdings 401(k) Ret…$24M
End-of-year total assets ($M) among Sun Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$297K
Employer EIN341300434
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Federal Credit Union)

Sponsor-wide plan assets over time

All Sun Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$53M 16.13899708372653% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $46M $53.5M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 248 $46M
2023 2 245 $50M
2024 2 266 $53M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sun Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Sun Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.02422967 · Participants: 137Sun Federal Credit Union 401(k) Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Sun Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sun Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Sun Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Trintech Inc. 401(k) Plan in TX ($24M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Sun Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Sun Federal Credit Union 401(k) Plan and Trust edged down modestly - down 1.2% during 2022, from $25M to $24M. Reported net income was -$297K.
How have Sun Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Federal Credit Union's sponsor-wide assets grew 16.1%, from $46M to $53M.
Where does Sun Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Sun Federal Credit Union 401(k) Plan and Trust ranks in the 80th 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 401(k) plans are similar in size to Sun Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trintech Inc. 401(k) Plan in TX ($24M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Sun Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M 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 341300434.

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.