401(k) · DOL Form 5500 · 2024
Sun East Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $86,989
- Avg per participant Below avg balance/head
Official DOL plan name: Sun East Federal Credit Union 401(k) Plan and Trust · Sponsored by Sun East Federal Credit Union · Pennsylvania · Finance & Insurance
$13M in assets, 149 participants
Sun East Federal Credit Union's Sun East Federal Credit Union 401(k) Plan and Trust reported $13M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,874 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Sun East Federal Credit Union 401(k) Plan and Trust covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #3,874
- in Finance & Insurance (8,549 peers)
- +11.6%
- 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 2024 · DOL Form 5500
$12,961,349 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sun East Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 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 (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sun East Federal Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sun East Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
DOL schedule card
Filing strip 231442032 · Sun East Federal Credit Union PY 2024 · 401(k)
Sun East Federal Credit Union 401(k) Plan and Trust · $13M · 149 · 61st
- NET $13M
- NET 149
- NET 61st
- NET 401(k)
- NET near Turner Supply Company Profit Sharing and Savings Plan
- NET ind #3874
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 231442032 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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 Turner Supply Company Profit Sharing and Savings Plan in AL ($13M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Turner Supply Company Profit Sharing and Savings Plan (AL) $13M · 127
- Usdm Life Sciences 401(k) Savings Plan (CA) $13M · 190
- Energy Exemplar LLC 401(k) Plan & Trust (UT) $13M · 119
- Marlabs 401(k) Plan (NJ) $13M · 312
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.