401(k) · DOL Form 5500 · 2023

Suffolk Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
162
Participants Small participant base
65th
Percentile by assets National rank
$82,713
Avg per participant Below avg balance/head
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Official DOL plan name: Suffolk Federal Credit Union Capital Accumulation Plan · Sponsored by Suffolk Credit Union · New York · Finance & Insurance

$13M in assets, 162 participants

Suffolk Credit Union's Suffolk Federal Credit Union Capital Accumulation Plan reported $13M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,428 in Finance & Insurance (8,869 peers)

Coverage in New York

Suffolk Federal Credit Union Capital Accumulation Plan covers 162 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $13M.

#4,428
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY

Suffolk Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Suffolk Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$13,399,508 Top 35% higher than 65% 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

Suffolk Federal Credit Union Capital Accumulation Plan 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. Suffolk Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Suffolk Federal Credit Union Capital Accumulation Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Suffolk Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Suffolk Federal Credit Union Capital Accumulation Plan reported participants fell from 164 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112200411 · Suffolk Credit Union PY 2023 · 401(k)

Suffolk Federal Credit Union Capital Accumulation Plan · $13M · 162 · 65th

  • BOY $13M
  • SCH 162
  • EBSA 65th
  • PART 401(k)
  • TYPE near Southern Cancer Center, PC 401(k) Plan
  • NET ind #4428

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 Capital Accumulation Plan in the asset neighbourhood

Suffolk Federal Credit Union Capital Accumulation PlanSuffolk Federal Credit Union…$13MSouthern Cancer Center, PC 401(k) PlanSouthern Cancer Center, PC 4…$13MCustom Foods of America Incorporated Retirement PlanCustom Foods of America Inco…$13MOfd Engineering 401(k) Plan$13MKalmar Solutions 401(k) Plan for Ibt Local 838 Union MembersKalmar Solutions 401(k) Plan…$13M
End-of-year total assets ($M) among Suffolk Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN112200411
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Suffolk Credit Union)

Sponsor-wide plan assets over time

All Suffolk Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.414384125699968% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.1M $27.8M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 227 $23M
2023 2 216 $25M
2024 2 233 $28M

Nearby 401(k) Plans in New York

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

Suffolk Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Suffolk Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.013399508 · Participants: 162Suffolk Federal Credit Union Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Suffolk Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Suffolk Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Suffolk Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Southern Cancer Center, PC 401(k) Plan in AL ($13M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Suffolk Federal Credit Union Capital Accumulation Plan assets move in 2023? ▼
Suffolk Federal Credit Union Capital Accumulation Plan grew sharply - up 17.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Suffolk Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suffolk Credit Union's sponsor-wide assets grew 20.4%, from $23M to $28M.
Which 401(k) plans are similar in size to Suffolk Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Cancer Center, PC 401(k) Plan in AL ($13M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Suffolk Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A 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 112200411.

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.