401(k) · DOL Form 5500 · 2024

Sunward Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
527
Participants Below avg headcount
83rd
Percentile by assets National rank
$85,781
Avg per participant Below avg balance/head
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Official DOL plan name: Sunward Federal Credit Union 401(k) Plan and Trust · Sponsored by Sunward Federal Credit Union · New Mexico · Finance & Insurance

$45M in assets, 527 participants

Sunward Federal Credit Union's Sunward Federal Credit Union 401(k) Plan and Trust reported $45M in total assets and 527 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,294 in Finance & Insurance (8,549 peers)

Where Sunward Federal Credit Union 401(k) Plan and Trust sits by assets

Sunward Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $45M for 527 participants (~$85,781/participant), up 15.0% in 2024.

#6,294
in Finance & Insurance (8,549 peers)
+15.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sunward Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Sunward 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

$45,206,792 Top 17% higher than 83% 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

Sunward 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. Sunward Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (527 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunward Federal Credit Union 401(k) Plan and Trust reported participants rose from 446 in the plan year 2023 filing to 527 in the plan year 2024 filing.
  • Sunward Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Sunward Federal Credit Union 401(k) Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850113445 · Sunward Federal Credit Union PY 2024 · 401(k)

Sunward Federal Credit Union 401(k) Plan and Trust · $45M · 527 · 83rd

  • 5500 $45M
  • ASSETS 527
  • PCT 83rd
  • EIN 401(k)
  • RANK near Ispot.Tv, Inc. 401(k) Plan
  • PHOTO ind #6294

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 401(k) Plan and Trust in the asset neighbourhood

Sunward Federal Credit Union 401(k) Plan and TrustSunward Federal Credit Union…$45MIspot.Tv, Inc. 401(k) Plan$45MSt. Croix Hospice 401(k) Plan$45MBig Rivers Electric Corporation Bargaining Employees' Retirement Savings PlanBig Rivers Electric Corporat…$45MConcordance Healthcare Solutions 401(k) Retirement PlanConcordance Healthcare Solut…$45M
End-of-year total assets ($M) among Sunward Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN850113445
Plan Effective Date1998-03-15
Filing StatusFILING 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
$120M$130M$140M$150M$160M 202220232024 $126M $156M ▲ +23.9%
Year Plans Participants Total Assets
2022 2 732 $126M
2023 2 779 $143M
2024 2 900 $156M

Nearby 401(k) Plans in New Mexico

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

Sunward Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Sunward Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.045206792 · Participants: 527Sunward Federal Credit Union 401(k) Plan and TrustNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Sunward Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Sunward Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside New Mexico, the nearest 401(k) by assets is Ispot.Tv, Inc. 401(k) Plan in WA ($45M); by covered participants it is Galaxy Systems, Inc. 401(k) Profit Sharing Plan in NJ (527 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (527 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 Sunward Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Sunward Federal Credit Union 401(k) Plan and Trust grew sharply - up 15.0% during 2024, from $39M to $45M. Reported net income was $6M.
How have Sunward Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunward Federal Credit Union's sponsor-wide assets grew 23.9%, from $126M to $156M.
Where does Sunward Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Sunward Federal Credit Union 401(k) Plan and Trust ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sunward Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ispot.Tv, Inc. 401(k) Plan in WA ($45M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Sunward Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Galaxy Systems, Inc. 401(k) Profit Sharing Plan in NJ (527 participants, $32M 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 850113445.

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.