Defined Benefit (Pension) · DOL Form 5500 · 2023

Sun Federal Credit Union Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
109
Participants Small participant base
75th
Percentile by assets National rank
$207,708
Avg per participant Above avg balance/head
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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

$23M in assets, 109 participants

Sun Federal Credit Union's Sun Federal Credit Union Defined Benefit Plan and Trust reported $23M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,509 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Sun Federal Credit Union Defined Benefit Plan and Trust covers 109 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#5,509
in Finance & Insurance (8,869 peers)
+3.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$22,640,178 Top 25% higher than 75% 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 Federal Credit Union Defined Benefit 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 Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $852K in the plan year 2023 filing.
  • Sun Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Sun Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 111 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341300434 · Sun Federal Credit Union PY 2023 · Defined Benefit (Pension)

Sun Federal Credit Union Defined Benefit Plan and Trust · $23M · 109 · 75th

  • IND $23M
  • IND 109
  • IND 75th
  • IND Defined Benefit (Pension)
  • IND near New York Independent System Operator Pension Plan
  • IND ind #5509

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

Spencer Gifts LLC Pension PlanSpencer Gifts LLC Pension Pl…$23MTouro Infirmary Retirement PlanTouro Infirmary Retirement P…$23MNew York Independent System Operator Pension PlanNew York Independent System …$23MSun Federal Credit Union Defined Benefit Plan and TrustSun Federal Credit Union Def…$23MAgiliti Health Inc. Employees' Pension PlanAgiliti Health Inc. Employee…$23M
End-of-year total assets ($M) among Sun Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$852K
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): 0.022640178 · Participants: 109Sun Federal Credit Union Defined Benefit Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
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 New York Independent System Operator Pension Plan in NY ($23M); by covered participants it is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Sun Federal Credit Union Defined Benefit Plan and Trust edged up modestly - up 3.9% during 2023, from $22M to $23M. Reported net income was $852K.
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 75th 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 Sun Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New York Independent System Operator Pension Plan in NY ($23M, 197 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 Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 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 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.