Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustage Financial Group, Inc. Pension Plan

Data updated 2026-08-11

$242M
Total assets: 491
Participants: 96th
Percentile by assets: $493,284
Avg per participant

Official DOL plan name: Cuna Mutual Pension Plan for Represented Employees · Sponsored by Trustage Financial Group, Inc. · Wisconsin · Management of Enterprises

$242M in assets, 491 participants

Trustage Financial Group, Inc.'s Cuna Mutual Pension Plan for Represented Employees reported $242M in total assets and 491 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 139,126 plans)
#1,041 in Management of Enterprises (1,193 peers)

Where Cuna Mutual Pension Plan for Represented Employees sits by assets

Cuna Mutual Pension Plan for Represented Employees sits in the top 5% of all filed plans by assets, $242M for 491 participants (~$493,284/participant), up 14.5% in 2022.

$242M
total plan assets (2022 EOY): 491
covered participants: 96th
percentile by assets (of 139,126 plans): $493,284
avg assets per participant

Where Cuna Mutual Pension Plan for Represented Employees sits by total assets

Cuna Mutual Pension Plan for Represented Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$242,202,432 Top 4% higher than 96% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Wisconsin

Industry

Management of Enterprises

Cuna Mutual Pension Plan for Represented Employees vs the 2022 asset distribution

By assets, Cuna Mutual Pension Plan for Represented Employees outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$212M
Net Assets (End of Year)	$242M
Net Income	$31M
Employer EIN	454418520
Plan Effective Date	1958-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustage Financial Group, Inc.)

Total plan assets by year, all Trustage Financial Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	4	6,237	$1.7B
2023	2	2,729	$803M
2024	2	2,596	$778M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Cuna Mutual Pension Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
Rockwell Automation Pension Plan $2.1B · 3,077
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
Harley-Davidson Retirement Plan $1.8B · 1,744

Compare Cuna Mutual Pension Plan for Represented… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cuna Mutual Pension Plan for Represented Employees by total assets, not by location.

Sumitomo Mitsui Banking Corporation Retirement Plan (NY) $242M · 2,505
Adm Pension Plan for Hourly-Wage Employees (IL) $242M · 8,827
Schlage Lock Company LLC Pension Plan (IN) $242M · 1,308
Akin Gump Strauss Hauer & Feld Partners' Retirement Plan (TX) $242M · 256

Frequently Asked Questions

How did Cuna Mutual Pension Plan for Represented Employees assets move in 2022? ▼

Cuna Mutual Pension Plan for Represented Employees grew at a solid clip - up 14.5% during 2022, from $212M to $242M. Reported net income was $31M.

How have Trustage Financial Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustage Financial Group, Inc.'s sponsor-wide assets declined 55.3%, from $1.7B to $778M.

Where does Cuna Mutual Pension Plan for Represented Employees rank by assets among Form 5500 filers? ▼

Cuna Mutual Pension Plan for Represented Employees ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Cuna Mutual Pension Plan for Represented Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Sumitomo Mitsui Banking Corporation Retirement Plan in NY ($242M, 2,505 participants).

Next read for Cuna Mutual Pension Plan for Represented…

Scale reading

Ways to act on Cuna Mutual Pension Plan for Represented Employees's numbers.

By total assets, Cuna Mutual Pension Plan for Represented Employees ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Trustage Financial Group, Inc.'s sponsor-wide assets have declined 55.3% since 2022 across 3 plan years on file. More Management of Enterprises plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454418520.