401(k) · DOL Form 5500 · 2024

Suffolk Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
183
Participants Below avg headcount
66th
Percentile by assets National rank
$87,451
Avg per participant Below avg balance/head
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Official DOL plan name: Suffolk Credit Union Capital Accumulation Plan · Sponsored by Suffolk Credit Union · New York · Finance & Insurance

$16M in assets, 183 participants

Suffolk Credit Union's Suffolk Credit Union Capital Accumulation Plan reported $16M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,269 in Finance & Insurance (8,549 peers)

Coverage in New York

Suffolk Credit Union Capital Accumulation Plan covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $16M.

#4,269
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY

Suffolk Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Suffolk Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$16,003,538 Top 34% higher than 66% 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

Suffolk Credit Union Capital Accumulation 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. Suffolk Credit Union Capital Accumulation Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Suffolk Credit Union Capital Accumulation Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Suffolk Credit Union Capital Accumulation Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Suffolk Credit Union Capital Accumulation Plan reported participants rose from 162 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112200411 · Suffolk Credit Union PY 2024 · 401(k)

Suffolk Credit Union Capital Accumulation Plan · $16M · 183 · 66th

  • PCT $16M
  • PCT 183
  • PCT 66th
  • PCT 401(k)
  • PCT near Ancon Marine, Inc. 401(k) Plan
  • PCT ind #4269

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 →

Suffolk Credit Union Capital Accumulation Plan in the asset neighbourhood

Suffolk Credit Union Capital Accumulation PlanSuffolk Credit Union Capital…$16MAncon Marine, Inc. 401(k) PlanAncon Marine, Inc. 401(k) Pl…$16MAlgood 401(k) Plan$16MIngomar Packing Company 401(k) Profit Sharing PlanIngomar Packing Company 401(…$16MVirtium, LLC Profit Sharing 401(k) PlanVirtium, LLC Profit Sharing …$16M
End-of-year total assets ($M) among Suffolk Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN112200411
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Suffolk Credit Union)

Sponsor-wide plan assets over time

All Suffolk Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.414384125699968% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.1M $27.8M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 227 $23M
2023 2 216 $25M
2024 2 233 $28M

Nearby 401(k) Plans in New York

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

Suffolk Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Suffolk Credit Union Capital Accumulation Plan, Total assets ($B): 0.016003538 · Participants: 183Suffolk Credit Union Capital Accumulation PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Suffolk Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Suffolk Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ancon Marine, Inc. 401(k) Plan in CA ($16M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Suffolk Credit Union Capital Accumulation Plan assets move in 2024? ▼
Suffolk Credit Union Capital Accumulation Plan grew sharply - up 19.4% during 2024, from $13M to $16M. Reported net income was $3M.
How have Suffolk Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suffolk Credit Union's sponsor-wide assets grew 20.4%, from $23M to $28M.
Which 401(k) plans are similar in size to Suffolk Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ancon Marine, Inc. 401(k) Plan in CA ($16M, 559 participants).
Which 401(k) plans cover a similar participant headcount to Suffolk Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants, $2M 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 112200411.

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.