Defined Benefit (Pension) · DOL Form 5500 · 2022

Sun Federal Credit Union Pension Plan

Data updated 2026-08-11

$22M
Total assets
111
Participants
79th
Percentile by assets
$196,294
Avg per participant
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Official DOL plan name: Sun Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Sun Federal Credit Union · Ohio · Finance & Insurance

$22M in assets, 111 participants

Sun Federal Credit Union's Sun Federal Credit Union Defined Benefit Plan and Trust reported $22M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #6,070 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Sun Federal Credit Union Defined Benefit Plan and Trust covers 111 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $22M.

$22M
total plan assets (2022 EOY)
111
covered participants
79th
percentile by assets (of 139,126 plans)
$196,294
avg assets per participant

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.

Where Sun Federal Credit Union Defined Benefit Plan and Trust sits by total assets

Sun Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$21,788,648 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Sun Federal Credit Union Defined Benefit Plan and Trust reports 111 participants - about 15% of that state average ($22M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN341300434
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Federal Credit Union)

$45M$50M$55M 202220232024 $46M $53.5M ▲ +16.1%
Total plan assets by year, all Sun Federal Credit Union plans on file
Year Plans Participants Total Assets
2022 2 248 $46M
2023 2 245 $50M
2024 2 266 $53M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Sun Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Sun Federal Credit U…, Total assets ($B): 0.021788648 · Participants: 111Sun Federal Credit U…Firstenergy Corp. Ma…, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Ma…Nationwide Retiremen…, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retiremen…American Electric Po…, Total assets ($B): 4.498685298 · Participants: 15837American Electric Po…Ohio Operating Engin…, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engin…Laborers District Co…, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Co…
Sun Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Sun Federal Credit Union Defined Benefit… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sun Federal Credit Union Defined Benefit Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Sun Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Sun Federal Credit Union Defined Benefit Plan and Trust pulled back noticeably - down 11.9% during 2022, from $25M to $22M. Reported net income was -$3M.
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 Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Sun Federal Credit Union Defined Benefit Plan and Trust ranks in the 79th 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 Sun Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Asbestos Workers Local 8 Retirement Trust Plan in KY ($22M, 131 participants).

Next read for Sun Federal Credit Union Defined Benefit…

Filing takeaways

Ways to act on Sun Federal Credit Union Defined Benefit Plan and Trust's numbers.

  • By total assets, Sun Federal Credit Union Defined Benefit Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
  • Sun Federal Credit Union's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.