Defined Benefit (Pension) · DOL Form 5500 · 2022
Augustine Financial, LLC Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $320,325
- Avg per participant High balance/head
Official DOL plan name: Augustine Financial, LLC Cash Balance Pension Plan · Sponsored by Augustine Financial, LLC · Wisconsin · Finance & Insurance
$3M in assets, 9 participants
Augustine Financial, LLC's Augustine Financial, LLC Cash Balance Pension Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,490 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Augustine Financial, LLC Cash Balance Pension Plan holds $3M for 9 participants - about $320,325 per participant, in the lower half of filed plans by assets.
- #2,490
- in Finance & Insurance (9,261 peers)
- +1.7%
- assets growth YoY
Augustine Financial, LLC Cash Balance Pension Plan's mid-pack asset rank among Finance & Insurance and all filers
Augustine Financial, LLC Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,882,929 40th percentile higher than 40% 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
Augustine Financial, LLC Cash Balance Pension Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Augustine Financial, LLC Cash Balance Pension Plan is a micro filing (9 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 223481310 · Augustine Financial, LLC PY 2022 · Defined Benefit (Pension)
Augustine Financial, LLC Cash Balance Pension Plan · $3M · 9 · 40th
- IND $3M
- IND 9
- IND 40th
- IND Defined Benefit (Pension)
- IND near Sunil Patel, D.O., Inc. Defined Benefit Pension Plan
- IND ind #2490
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 Wisconsin →
Augustine Financial, LLC Cash Balance Pension Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $49K |
| Employer EIN | 223481310 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Augustine Financial, LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Sunil Patel, D.O., Inc. Defined Benefit Pension Plan in CA ($3M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.