Defined Benefit (Pension) · DOL Form 5500 · 2024
Suffolk Credit Union Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $236,292
- Avg per participant Above avg balance/head
Official DOL plan name: Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan · Sponsored by Suffolk Credit Union · New York · Finance & Insurance
$12M in assets, 50 participants
Suffolk Credit Union's Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan reported $12M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,703 in Finance & Insurance (8,549 peers)
Suffolk Credit Union multi-year trail
Suffolk Credit Union's plans moved +20.4% in assets from 2022 to 2024; this filing shows Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan at $12M / 50 participants.
- #3,703
- in Finance & Insurance (8,549 peers)
- -0.2%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's mid-pack asset rank among Finance & Insurance and all filers
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,814,587 Top 41% higher than 59% 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
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan reported net income fell from $142K in the plan year 2023 filing to -$22K in the plan year 2024 filing.
- Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan reported participants fell from 54 in the plan year 2023 filing to 50 in the plan year 2024 filing.
DOL schedule card
Filing strip 112200411 · Suffolk Credit Union PY 2024 · Defined Benefit (Pension)
Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan · $12M · 50 · 59th
- TYPE $12M
- NET 50
- BOOK 59th
- VS-ST Defined Benefit (Pension)
- BOY near The Restated Noncontributory Retirement Plan for Cooperatives
- SCH ind #3703
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 Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan in the asset neighbourhood
Suffolk Credit Union multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 227 | $23M |
| 2023 | 2 | 216 | $25M |
| 2024 | 2 | 233 | $28M |
Suffolk Credit Union filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$22K |
| Employer EIN | 112200411 |
| Plan Effective Date | 1978-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Suffolk Federal Credit Union and Credit Union Services LLC 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 The Restated Noncontributory Retirement Plan for Cooperatives in IA ($12M); by covered participants it is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- The Restated Noncontributory Retirement Plan for Cooperatives (IA) $12M · 84
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) $12M · 11
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust (AL) $12M · 102
- Mpd, Inc. Employees' Pension Plan (KY) $12M · 28
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan (PA) 50 · 0 off
- Retirement Income Plan for the Employees of Armacell LLC (NC) 50 · 0 off
- Retirement Plan for Employees of a. Duda & Sons, Inc. (FL) 50 · 0 off
- Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant (TN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.