401(k) · DOL Form 5500 · 2023

Sun East Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
150
Participants Small participant base
62nd
Percentile by assets National rank
$77,459
Avg per participant Below avg balance/head
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Official DOL plan name: Sun East Federal Credit Union 401(k) Plan and Trust · Sponsored by Sun East Federal Credit Union · Pennsylvania · Finance & Insurance

$12M in assets, 150 participants

Sun East Federal Credit Union's Sun East Federal Credit Union 401(k) Plan and Trust reported $12M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,138 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Sun East Federal Credit Union 401(k) Plan and Trust covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#4,138
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY

Sun East Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,618,840 Top 38% higher than 62% of 127,068 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 2023

Sun East Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun East Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun East Federal Credit Union 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sun East Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Sun East Federal Credit Union 401(k) Plan and Trust reported participants rose from 132 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231442032 · Sun East Federal Credit Union PY 2023 · 401(k)

Sun East Federal Credit Union 401(k) Plan and Trust · $12M · 150 · 62nd

  • RANK $12M
  • PHOTO 150
  • IND 62nd
  • EOY 401(k)
  • 5500 near Ten Gun Design 401(k) Plan
  • ASSETS ind #4138

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 Pennsylvania →

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

Sun East Federal Credit Union 401(k) Plan and TrustSun East Federal Credit Unio…$12MTen Gun Design 401(k) Plan$12MJr Manufacturing, Inc. 401(k) PlanJr Manufacturing, Inc. 401(k…$12MHospice of East Texas Safe Harbor 401(k) PlanHospice of East Texas Safe H…$12MDynamic 401(k) Plan$12M
End-of-year total assets ($M) among Sun East Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN231442032
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun East Federal Credit Union)

Sponsor-wide plan assets over time

All Sun East Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 40.271288470889324% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.24M $13M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 132 $9M
2023 1 150 $12M
2024 1 149 $13M

Nearby 401(k) Plans in Pennsylvania

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

Sun East Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Sun East Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.01161884 · Participants: 150Sun East Federal Credit Union 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sun East Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sun East Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Ten Gun Design 401(k) Plan in WA ($12M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 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 (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sun East Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Sun East Federal Credit Union 401(k) Plan and Trust grew sharply - up 25.7% during 2023, from $9M to $12M. Reported net income was $2M.
How have Sun East Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun East Federal Credit Union's sponsor-wide assets grew 40.3%, from $9M to $13M.
Which 401(k) plans are similar in size to Sun East Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ten Gun Design 401(k) Plan in WA ($12M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Sun East Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231442032.

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.