401(k) · DOL Form 5500 · 2024

Sun Community Federal Credit U 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
145
Participants Small participant base
55th
Percentile by assets National rank
$65,451
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun Community Federal Credit Union 401(k) Plan · Sponsored by Sun Community Federal Credit U · California · Finance & Insurance

$9M in assets, 145 participants

Sun Community Federal Credit U's Sun Community Federal Credit Union 401(k) Plan reported $9M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,300 in Finance & Insurance (8,549 peers)

Coverage in California

Sun Community Federal Credit Union 401(k) Plan covers 145 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,300
in Finance & Insurance (8,549 peers)
+28.4%
assets growth YoY

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

Sun Community Federal Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,490,323 Top 45% higher than 55% of 123,620 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 2024

Sun Community Federal Credit Union 401(k) Plan 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 Community Federal Credit Union 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Community Federal Credit Union 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sun Community Federal Credit Union 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Sun Community Federal Credit Union 401(k) Plan reported participants rose from 118 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951879075 · Sun Community Federal Credit U PY 2024 · 401(k)

Sun Community Federal Credit Union 401(k) Plan · $9M · 145 · 55th

  • VS-ST $9M
  • VS-ST 145
  • VS-ST 55th
  • VS-ST 401(k)
  • VS-ST near The Comfort Group, Inc. 401(k) Plan
  • VS-ST ind #3300

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 California →

Sun Community Federal Credit Union 401(k) Plan in the asset neighbourhood

Sun Community Federal Credit Union 401(k) PlanSun Community Federal Credit…$9MThe Comfort Group, Inc. 401(k) PlanThe Comfort Group, Inc. 401(…$9MPackaging Personified, Inc. 401(k) PlanPackaging Personified, Inc. …$9MRobert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing PlanRobert L. Lipton Inc. Dba Li…$9MKnowles Intermediate 401(k) PlanKnowles Intermediate 401(k) …$9M
End-of-year total assets ($M) among Sun Community Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN951879075
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Community Federal Credit U)

Sponsor-wide plan assets over time

All Sun Community Federal Credit U plans reported in each filing year

Latest sponsor-wide plan assets
$9M 62.39249563445992% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.84M $9.49M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 114 $6M
2023 1 118 $7M
2024 1 145 $9M

Nearby 401(k) Plans in California

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

Sun Community Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sun Community Federal Credit Union 401(k) Plan, Total assets ($B): 0.009490323 · Participants: 145Sun Community Federal Credit Union 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sun Community Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sun Community Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Comfort Group, Inc. 401(k) Plan in TN ($9M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sun Community Federal Credit Union 401(k) Plan assets move in 2024? ▼
Sun Community Federal Credit Union 401(k) Plan grew sharply - up 28.4% during 2024, from $7M to $9M. Reported net income was $2M.
How have Sun Community Federal Credit U plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Community Federal Credit U's sponsor-wide assets grew 62.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Sun Community Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Comfort Group, Inc. 401(k) Plan in TN ($9M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Sun Community Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951879075.

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.