Defined Benefit (Pension) · DOL Form 5500 · 2024

Sunmark Credit Union Pension Plan

Data updated 2026-08-06

$26M
Total assets: 218
Participants: 75th
Percentile by assets: $120,818
Avg per participant

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.

75th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $26M.

$26M
total plan assets (2024 EOY): 218
covered participants: 75th
percentile by assets (of 116,472 plans): $120,818
avg assets per participant

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 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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Sunmark Credit Union Cash Balance Retirement Pension Plan reports 218 participants - about 27% of that state average ($26M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$26M
Net Income	-$807K
Employer EIN	141364933
Plan Effective Date	1975-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sunmark Credit Union)

Total plan assets by year, all Sunmark Credit Union plans on file

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

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Sunmark Credit Union Cash Balance Retire… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sunmark Credit Union Cash Balance Retirement Pension Plan by total assets, not by location.

Gcc Dacotah, Inc. Defined Benefit Pension Plan (SD) $26M · 34
Virginia Oncology Associates, P. C. Cash Balance Plan (VA) $26M · 141
Pension Plan for Salaried Ees of the B & C Hb & Pen Fds (MD) $26M · 15
Smithville Telephone Company, Inc. Pension Plan (IN) $26M · 82

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 116,472 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).

Next read for Sunmark Credit Union Cash Balance Retire…

Filing takeaways

Ways to act on Sunmark Credit Union Cash Balance Retirement Pension Plan's numbers.

By total assets, Sunmark Credit Union Cash Balance Retirement Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Sunmark Credit Union's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.