Defined Benefit (Pension) · DOL Form 5500 · 2024

Sunmark Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
218
Participants Below avg headcount
75th
Percentile by assets National rank
$120,818
Avg per participant Near avg balance/head
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Official DOL plan name: Sunmark Credit Union Cash Balance Retirement Pension Plan · Sponsored by Sunmark Credit Union · New York · Finance & Insurance

$26M in assets, 218 participants

Sunmark Credit Union's Sunmark Credit Union Cash Balance Retirement Pension Plan reported $26M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,282 in Finance & Insurance (8,549 peers)

Coverage in New York

Sunmark Credit Union Cash Balance Retirement Pension Plan covers 218 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $26M.

#5,282
in Finance & Insurance (8,549 peers)
-3.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $807K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunmark Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets

Sunmark Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets

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

$26,338,323 Top 25% higher than 75% 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

Sunmark Credit Union Cash Balance Retirement 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. Sunmark Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunmark Credit Union Cash Balance Retirement Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$807K in the plan year 2024 filing.
  • Sunmark Credit Union Cash Balance Retirement Pension Plan end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 141364933 · Sunmark Credit Union PY 2024 · Defined Benefit (Pension)

Sunmark Credit Union Cash Balance Retirement Pension Plan · $26M · 218 · 75th

  • 5500 $26M
  • ASSETS 218
  • PCT 75th
  • EIN Defined Benefit (Pension)
  • RANK near Gcc Dacotah, Inc. Defined Benefit Pension Plan
  • PHOTO ind #5282

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 →

Sunmark Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood

Gcc Dacotah, Inc. Defined Benefit Pension PlanGcc Dacotah, Inc. Defined Be…$26MSunmark Credit Union Cash Balance Retirement Pension PlanSunmark Credit Union Cash Ba…$26MVirginia Oncology Associates, P. C. Cash Balance PlanVirginia Oncology Associates…$26MEncyclopaedia Britannica Pension PlanEncyclopaedia Britannica Pen…$26MPension Plan for Salaried Ees of the B & C Hb & Pen FdsPension Plan for Salaried Ee…$26M
End-of-year total assets ($M) among Sunmark Credit Union Cash Balance Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$807K
Employer EIN141364933
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunmark Credit Union)

Sponsor-wide plan assets over time

All Sunmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$49M 11.53667030410411% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.3M $49.4M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 466 $44M
2023 2 497 $49M
2024 2 480 $49M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sunmark Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sunmark Credit Union Cash Balance Retirement Pension Plan, Total assets ($B): 0.026338323 · Participants: 218Sunmark Credit Union Cash Balance Retirement Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Sunmark Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sunmark Credit Union Cash Balance Retirement Pension Plan side-by-side with 3 peers →

Sunmark Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gcc Dacotah, Inc. Defined Benefit Pension Plan in SD ($26M); by covered participants it is Tuality Healthcare Retirement Plan in OR (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Sunmark Credit Union Cash Balance Retirement Pension Plan assets move in 2024? ▼
Sunmark Credit Union Cash Balance Retirement Pension Plan edged down modestly - down 3.0% during 2024, from $27M to $26M. Reported net income was -$807K.
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.
Where does Sunmark Credit Union Cash Balance Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Sunmark Credit Union Cash Balance Retirement Pension Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Sunmark Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gcc Dacotah, Inc. Defined Benefit Pension Plan in SD ($26M, 34 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunmark Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tuality Healthcare Retirement Plan in OR (218 participants, $71M 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.

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.