401(k) · DOL Form 5500 · 2024

Sun Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
143
Participants Small participant base
77th
Percentile by assets National rank
$200,398
Avg per participant Above avg balance/head
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Official DOL plan name: Sun Federal Credit Union 401(k) Plan and Trust · Sponsored by Sun Federal Credit Union · Ohio · Finance & Insurance

$29M in assets, 143 participants

Sun Federal Credit Union's Sun Federal Credit Union 401(k) Plan and Trust reported $29M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,455 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Sun Federal Credit Union 401(k) Plan and Trust covers 143 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#5,455
in Finance & Insurance (8,549 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sun Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Sun Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$28,656,857 Top 23% higher than 77% 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

Sun Federal Credit Union 401(k) Plan and Trust 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. Sun Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Federal Credit Union 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sun Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Sun Federal Credit Union 401(k) Plan and Trust reported participants rose from 136 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341300434 · Sun Federal Credit Union PY 2024 · 401(k)

Sun Federal Credit Union 401(k) Plan and Trust · $29M · 143 · 77th

  • BOY $29M
  • BOY 143
  • BOY 77th
  • BOY 401(k)
  • BOY near Gpm Home Office Employees Retirement Plan
  • BOY ind #5455

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 Ohio →

Sun Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Sun Federal Credit Union 401(k) Plan and TrustSun Federal Credit Union 401…$29MGpm Home Office Employees Retirement PlanGpm Home Office Employees Re…$29MDelaware North Companies Gaming and Entertainment Inc. West Virginia Retirement Savings PlanDelaware North Companies Gam…$29MWuxi Biologics USA LLC 401(k) PlanWuxi Biologics USA LLC 401(k…$29MMckinley Paper Wisconsin Mill 401(k) PlanMckinley Paper Wisconsin Mil…$29M
End-of-year total assets ($M) among Sun Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN341300434
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Federal Credit Union)

Sponsor-wide plan assets over time

All Sun Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$53M 16.13899708372653% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $46M $53.5M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 248 $46M
2023 2 245 $50M
2024 2 266 $53M

Nearby 401(k) Plans in Ohio

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

Sun Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sun Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.028656857 · Participants: 143Sun Federal Credit Union 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Sun Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sun Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Gpm Home Office Employees Retirement Plan in TX ($29M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Sun Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Sun Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 6.0% during 2024, from $27M to $29M. Reported net income was $2M.
How have Sun Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Federal Credit Union's sponsor-wide assets grew 16.1%, from $46M to $53M.
Where does Sun Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Sun Federal Credit Union 401(k) Plan and Trust ranks in the 77th 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 401(k) plans are similar in size to Sun Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gpm Home Office Employees Retirement Plan in TX ($29M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Sun Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 341300434.

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.