Defined Benefit (Pension) · DOL Form 5500 · 2024
Sunward Federal Credit Union Pension Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 373
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $297,159
- Avg per participant High balance/head
Official DOL plan name: Sunward Federal Credit Union Employees' Cash Balance Pension Plan · Sponsored by Sunward Federal Credit Union · New Mexico · Finance & Insurance
$111M in assets, 373 participants
Sunward Federal Credit Union's Sunward Federal Credit Union Employees' Cash Balance Pension Plan reported $111M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,371 in Finance & Insurance (8,549 peers)
Where Sunward Federal Credit Union Employees' Cash Balance Pension Plan sits by assets
Sunward Federal Credit Union Employees' Cash Balance Pension Plan sits in the top 10% of all filed plans by assets, $111M for 373 participants (~$297,159/participant), up 7.3% in 2024.
- #7,371
- in Finance & Insurance (8,549 peers)
- +7.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Sunward Federal Credit Union Employees' Cash Balance Pension Plan's outsized position by total assets
Sunward Federal Credit Union Employees' Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$110,840,394 Top 9% higher than 91% 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
Sunward Federal Credit Union Employees' Cash Balance Pension 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. Sunward Federal Credit Union Employees' Cash Balance Pension Plan sits mid-pack in the medium band (373 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunward Federal Credit Union Employees' Cash Balance Pension Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Sunward Federal Credit Union Employees' Cash Balance Pension Plan reported participants rose from 333 in the plan year 2023 filing to 373 in the plan year 2024 filing.
- Sunward Federal Credit Union Employees' Cash Balance Pension Plan end-of-year assets rose from $103M in the plan year 2023 filing to $111M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 850113445 · Sunward Federal Credit Union PY 2024 · Defined Benefit (Pension)
Sunward Federal Credit Union Employees' Cash Balance Pension Plan · $111M · 373 · 91st
- BOOK $111M
- BOOK 373
- BOOK 91st
- BOOK Defined Benefit (Pension)
- BOOK near Building Material Drivers Local 436 Pension Fund
- BOOK ind #7371
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 Mexico →
Sunward Federal Credit Union Employees' Cash Balance Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $8M |
| Employer EIN | 850113445 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunward Federal Credit Union)
Sponsor-wide plan assets over time
All Sunward Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 23.88765831280417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 732 | $126M |
| 2023 | 2 | 779 | $143M |
| 2024 | 2 | 900 | $156M |
Nearby Defined Benefit (Pension) Plans in New Mexico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Ntess Retirement Income Plan $6.2B · 3,323
- Triad Defined Benefit Pension Plan $5.6B · 2,018
- Pnm Resources Inc. Employees' Retirement Plan $380M · 133
- Presbyterian Healthcare Services Employees' Pension Plan II $261M · 713
- Waste Isolation Pilot Plant Pension Plan $233M · 1,041
Sunward Federal Credit Union Employees' Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Building Material Drivers Local 436 Pension Fund in PA ($111M); by covered participants it is Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in VA (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Building Material Drivers Local 436 Pension Fund (PA) $111M · 76
- Bsa-Ila Pension Plan (MA) $111M · 277
- Ohio Bricklayers Pension Plan (MI) $111M · 593
- Knights of Columbus Retirement Plan for Bargaining Unit Employees (CT) $111M · 301
Similar participant headcount
Nearest other-state filings by covered participants (373 participants); asset peers above are excluded.
- Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos (VA) 373 · 0 off
- Ufcw Heartland Pension Fund (OH) 373 · 0 off
- Laborers' District Council Pension Fund for Baltim (MD) 373 · 0 off
- Pension Plan for Employees of Shintech Incorporated and Certain Affiliates (TX) 373 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.