Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustage Financial Group, Inc. Pension Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
491
Participants Below avg headcount
96th
Percentile by assets National rank
$493,284
Avg per participant High balance/head
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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.

  • #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.

#1,041
in Management of Enterprises (1,193 peers)
+14.5%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Cuna Mutual Pension Plan for Represented Employees's outsized position 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

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 2022

Cuna Mutual Pension Plan for Represented Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cuna Mutual Pension Plan for Represented Employees sits mid-pack in the medium band (491 participants).

Plan-year Form 5500 strip

Filing strip 454418520 · Trustage Financial Group, Inc. PY 2022 · Defined Benefit (Pension)

Cuna Mutual Pension Plan for Represented Employees · $242M · 491 · 96th

  • PCT $242M
  • EIN 491
  • RANK 96th
  • PHOTO Defined Benefit (Pension)
  • IND near Sumitomo Mitsui Banking Corporation Retirement Plan
  • EOY ind #1041

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

Cuna Mutual Pension Plan for Represented Employees in the asset neighbourhood

Cuna Mutual Pension Plan for Represented EmployeesCuna Mutual Pension Plan for…$242MSumitomo Mitsui Banking Corporation Retirement PlanSumitomo Mitsui Banking Corp…$242MAdm Pension Plan for Hourly-Wage EmployeesAdm Pension Plan for Hourly-…$242MSchlage Lock Company LLC Pension PlanSchlage Lock Company LLC Pen…$242MAkin Gump Strauss Hauer & Feld Partners' Retirement PlanAkin Gump Strauss Hauer & Fe…$242M
End-of-year total assets ($M) among Cuna Mutual Pension Plan for Represented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$242M
Net Income$31M
Employer EIN454418520
Plan Effective Date1958-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustage Financial Group, Inc.)

Sponsor-wide plan assets over time

All Trustage Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$778M 55.30174070805901% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $1.74B $0.78B ▼ -55.2%
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 Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Cuna Mutual Pension Plan for Represented Employees, Total assets ($B): 0.242202432 · Participants: 491Cuna Mutual Pension Plan for Represented EmployeesThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Cuna Mutual Pension Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Cuna Mutual Pension Plan for Represented Employees side-by-side with 3 peers →

Cuna Mutual Pension Plan for Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Sumitomo Mitsui Banking Corporation Retirement Plan in NY ($242M); by covered participants it is Kloeckner Metals Defined Benefit Plan in GA (491 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (491 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cuna Mutual Pension Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kloeckner Metals Defined Benefit Plan in GA (491 participants, $190M in assets).

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.

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.