Defined Benefit (Pension) · DOL Form 5500 · 2024

Sun Federal Credit Union Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
123
Participants Small participant base
74th
Percentile by assets National rank
$201,531
Avg per participant Above avg balance/head
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Official DOL plan name: Sun Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Sun Federal Credit Union · Ohio · Finance & Insurance

$25M in assets, 123 participants

Sun Federal Credit Union's Sun Federal Credit Union Defined Benefit Plan and Trust reported $25M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,157 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Sun Federal Credit Union Defined Benefit Plan and Trust covers 123 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#5,157
in Finance & Insurance (8,549 peers)
+9.5%
assets growth YoY

Sun Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Sun Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$24,788,356 Top 26% higher than 74% 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 Defined Benefit 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Federal Credit Union Defined Benefit Plan and Trust reported net income rose from $852K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sun Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 109 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Sun Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341300434 · Sun Federal Credit Union PY 2024 · Defined Benefit (Pension)

Sun Federal Credit Union Defined Benefit Plan and Trust · $25M · 123 · 74th

  • PART $25M
  • TYPE 123
  • NET 74th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Bradford Hospital Retirement Plan
  • BOY ind #5157

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 Defined Benefit Plan and Trust in the asset neighbourhood

Lakeside Bank Retirement Plan$25MAtapco Pension Plan$25MSun Federal Credit Union Defined Benefit Plan and TrustSun Federal Credit Union Def…$25MBradford Hospital Retirement PlanBradford Hospital Retirement…$25MRetirement Plan of Certain Employees of Ceva Logistics U.S. Inc.Retirement Plan of Certain E…$25M
End-of-year total assets ($M) among Sun Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
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 Defined Benefit (Pension) Plans in Ohio

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

Sun Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Sun Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.024788356 · Participants: 123Sun Federal Credit Union Defined Benefit Plan and TrustGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Sun Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Sun Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Sun Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Bradford Hospital Retirement Plan in NY ($25M); by covered participants it is Perishable Food Industry Pension Fund in NY (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Defined Benefit Plan and Trust assets move in 2024? ▼
Sun Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 9.5% during 2024, from $23M to $25M. 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.
Which Defined Benefit (Pension) plans are similar in size to Sun Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bradford Hospital Retirement Plan in NY ($25M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sun Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (123 participants, $20M 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.