Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustage Financial Group, Inc. Pension Plan
Data updated 2026-08-11
- $714M
- Total assets
- 2,781
- Participants
- 98th
- Percentile by assets
- $256,788
- Avg per participant
Official DOL plan name: Cuna Mutual Pension Plan for Non-Represented Employees · Sponsored by Trustage Financial Group, Inc. · Wisconsin · Management of Enterprises
$714M in assets, 2,781 participants
Trustage Financial Group, Inc.'s Cuna Mutual Pension Plan for Non-Represented Employees reported $714M in total assets and 2,781 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #1,124 in Management of Enterprises (1,193 peers)
Coverage in Wisconsin
Cuna Mutual Pension Plan for Non-Represented Employees covers 2,781 participants in Wisconsin, 4.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $714M.
- $714M
- total plan assets (2022 EOY)
- 2,781
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $256,788
- avg assets per participant
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Cuna Mutual Pension Plan for Non-Represented Employees reports 2,781 participants - 4.9x that state average ($714M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $625M |
|---|---|
| Net Assets (End of Year) | $707M |
| Net Income | $89M |
| Employer EIN | 454418520 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustage Financial Group, Inc.)
| 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 Non-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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Cuna Mutual Pension Plan for Non-Represented Employees by total assets, not by location.
- Daimler Truck North America UAW Pension Plan (OR) $715M · 6,037
- Huntington Bancshares Retirement Plan (OH) $715M · 3,296
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund (IL) $713M · 1,721
- Employees Pension Plan of Credit Suisse (NY) $716M · 340
Frequently Asked Questions
How did Cuna Mutual Pension Plan for Non-Represented Employees assets move in 2022? ▼
How have Trustage Financial Group, Inc. plan assets changed over time? ▼
Where does Cuna Mutual Pension Plan for Non-Represented Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Cuna Mutual Pension Plan for Non-Represented Employees? ▼
Next read for Cuna Mutual Pension Plan for Non-Represe…
Filing takeaways
Ways to act on Cuna Mutual Pension Plan for Non-Represented Employees's numbers.
- By total assets, Cuna Mutual Pension Plan for Non-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