Defined Benefit (Pension) · DOL Form 5500 · 2023

Sunmark Credit Union Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
219
Participants Below avg headcount
78th
Percentile by assets National rank
$123,950
Avg per participant Near avg balance/head
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Official DOL plan name: Sunmark Credit Union Cash Balance Retirement Pension Plan · Sponsored by Sunmark Credit Union · New York · Finance & Insurance

$27M in assets, 219 participants

Sunmark Credit Union's Sunmark Credit Union Cash Balance Retirement Pension Plan reported $27M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,861 in Finance & Insurance (8,869 peers)

Coverage in New York

Sunmark Credit Union Cash Balance Retirement Pension Plan covers 219 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $27M.

#5,861
in Finance & Insurance (8,869 peers)
+5.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sunmark Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets

Sunmark Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets

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

$27,145,147 Top 22% higher than 78% 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

Sunmark Credit Union Cash Balance Retirement Pension 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. Sunmark Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunmark Credit Union Cash Balance Retirement Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sunmark Credit Union Cash Balance Retirement Pension Plan reported participants rose from 207 in the plan year 2022 filing to 219 in the plan year 2023 filing.
  • Sunmark Credit Union Cash Balance Retirement Pension Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141364933 · Sunmark Credit Union PY 2023 · Defined Benefit (Pension)

Sunmark Credit Union Cash Balance Retirement Pension Plan · $27M · 219 · 78th

  • BOY $27M
  • SCH 219
  • EBSA 78th
  • PART Defined Benefit (Pension)
  • TYPE near Ab Mauri Food Inc. Retirement Plan
  • NET ind #5861

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 →

Sunmark Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood

Todd Shipyards Corporation Retirement SystemTodd Shipyards Corporation R…$27MSunmark Credit Union Cash Balance Retirement Pension PlanSunmark Credit Union Cash Ba…$27MAb Mauri Food Inc. Retirement PlanAb Mauri Food Inc. Retiremen…$27MRetirement Plan of the Plumbers & Steamfitters Local No 489Retirement Plan of the Plumb…$27MSmithville Telephone Company, Inc. Pension PlanSmithville Telephone Company…$27M
End-of-year total assets ($M) among Sunmark Credit Union Cash Balance Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN141364933
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunmark Credit Union)

Sponsor-wide plan assets over time

All Sunmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$49M 11.53667030410411% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.3M $49.4M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 466 $44M
2023 2 497 $49M
2024 2 480 $49M

Nearby Defined Benefit (Pension) Plans in New York

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

Sunmark Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Sunmark Credit Union Cash Balance Retirement Pension Plan, Total assets ($B): 0.027145147 · Participants: 219Sunmark Credit Union Cash Balance Retirement Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Sunmark Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sunmark Credit Union Cash Balance Retirement Pension Plan side-by-side with 3 peers →

Sunmark Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ab Mauri Food Inc. Retirement Plan in MO ($27M); by covered participants it is Coorstek, Inc. Retirement Plan in CO (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Sunmark Credit Union Cash Balance Retirement Pension Plan assets move in 2023? ▼
Sunmark Credit Union Cash Balance Retirement Pension Plan grew at a solid clip - up 5.7% during 2023, from $26M to $27M. Reported net income was $1M.
How have Sunmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunmark Credit Union's sponsor-wide assets grew 11.5%, from $44M to $49M.
Where does Sunmark Credit Union Cash Balance Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Sunmark Credit Union Cash Balance Retirement Pension Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sunmark Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ab Mauri Food Inc. Retirement Plan in MO ($27M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunmark Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Coorstek, Inc. Retirement Plan in CO (219 participants, $44M 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 141364933.

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.