Defined Benefit (Pension) · DOL Form 5500 · 2022

Sun Federal Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
111
Participants Small participant base
79th
Percentile by assets National rank
$196,294
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,070
in Finance & Insurance (9,261 peers)
-11.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Sun Federal Credit Union Defined Benefit Plan and Trust's outsized position 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 $2,050,000,000 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 Defined Benefit 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (111 participants).

DOL schedule card

Filing strip 341300434 · Sun Federal Credit Union PY 2022 · Defined Benefit (Pension)

Sun Federal Credit Union Defined Benefit Plan and Trust · $22M · 111 · 79th

  • NET $22M
  • NET 111
  • NET 79th
  • NET Defined Benefit (Pension)
  • NET near Asbestos Workers Local 8 Retirement Trust Plan
  • NET ind #6070

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 Defined Benefit Plan and Trust in the asset neighbourhood

Kent Corporation Pension Plan$22MMet-Pro Technologies LLC Consolidated Pension PlanMet-Pro Technologies LLC Con…$22MSun Federal Credit Union Defined Benefit Plan and TrustSun Federal Credit Union Def…$22MAsbestos Workers Local 8 Retirement Trust PlanAsbestos Workers Local 8 Ret…$22MSpurwink Services Defined Benefit Pension PlanSpurwink Services Defined Be…$22M
End-of-year total assets ($M) among Sun Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

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 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 ($B) Participants Sun Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.021788648 · Participants: 111Sun Federal Credit Union Defined Benefit Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
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 Plan and Trust side-by-side with 3 peers →

Sun Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Asbestos Workers Local 8 Retirement Trust Plan in KY ($22M); by covered participants it is Ashcroft Inc. Retirement Plan for Union Employees in CT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sun Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ashcroft Inc. Retirement Plan for Union Employees in CT (111 participants, $20M 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.