401(k) · DOL Form 5500 · 2024

Sunmark Credit Union 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 262
Participants Below avg headcount: 73rd
Percentile by assets National rank: $87,885
Avg per participant Below avg balance/head

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Official DOL plan name: Sunmark Credit Union 401(k) Plan · Sponsored by Sunmark Credit Union · New York · Finance & Insurance

$23M in assets, 262 participants

Sunmark Credit Union's Sunmark Credit Union 401(k) Plan reported $23M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#5,032 in Finance & Insurance (8,549 peers)

Coverage in New York

Sunmark Credit Union 401(k) Plan covers 262 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $23M.

#5,032
in Finance & Insurance (8,549 peers): +3.9%
assets growth YoY

Sunmark Credit Union 401(k) Plan's outsized position by total assets

Sunmark Credit Union 401(k) Plan vs every filed plan by assets

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

$23,025,871 Top 27% higher than 73% 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

Sunmark 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. Sunmark Credit Union 401(k) Plan sits mid-pack in the medium band (262 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sunmark Credit Union 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $854K in the plan year 2024 filing.
Sunmark Credit Union 401(k) Plan reported participants fell from 278 in the plan year 2023 filing to 262 in the plan year 2024 filing.
Sunmark Credit Union 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141364933 · Sunmark Credit Union PY 2024 · 401(k)

Sunmark Credit Union 401(k) Plan · $23M · 262 · 73rd

PCT $23M
EIN 262
RANK 73rd
PHOTO 401(k)
IND near Crescent Bank Retirement Savings Plan
EOY ind #5032

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 York →

End-of-year total assets ($M) among Sunmark Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$23M
Net Income	$854K
Employer EIN	141364933
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sunmark Credit Union)

Latest sponsor-wide plan assets: $49M 11.53667030410411% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	466	$44M
2023	2	497	$49M
2024	2	480	$49M

Nearby 401(k) Plans in New York

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

Sunmark Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Sunmark Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Crescent Bank Retirement Savings Plan in LA ($23M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Crescent Bank Retirement Savings Plan (LA) $23M · 301
Lone Wolf Real Estate Technologies, Inc. 401(k) Plan (TX) $23M · 292
Ashland Union Employee Savings Plan (DE) $23M · 80
Portman 401(k) Plan (GA) $23M · 115

Similar participant headcount

Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.

Chesapeake Containment Systems 401(k) Plan (NC) 262 · 0 off
Big League Dreams 401(k) Plan (CA) 262 · 0 off
The Century 401(k) Plan (PA) 262 · 0 off
Foundation Laboratory 401(k) Profit Sharing Plan (CA) 262 · 0 off

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 Sunmark Credit Union 401(k) Plan assets move in 2024? ▼

Sunmark Credit Union 401(k) Plan edged up modestly - up 3.9% during 2024, from $22M to $23M. Reported net income was $854K.

How have Sunmark Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sunmark Credit Union's sponsor-wide assets grew 11.5%, from $44M to $49M.

Which 401(k) plans are similar in size to Sunmark Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Crescent Bank Retirement Savings Plan in LA ($23M, 301 participants).

Which 401(k) plans cover a similar participant headcount to Sunmark Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M 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 141364933.