Defined Benefit (Pension) · DOL Form 5500 · 2022

Landmark Credit Union Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
644
Participants Below avg headcount
89th
Percentile by assets National rank
$84,937
Avg per participant Below avg balance/head
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Official DOL plan name: Landmark Credit Union Defined Benefit Plan and Trust · Sponsored by Landmark Credit Union · Wisconsin · Finance & Insurance

$55M in assets, 644 participants

Landmark Credit Union's Landmark Credit Union Defined Benefit Plan and Trust reported $55M in total assets and 644 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,576 in Finance & Insurance (9,261 peers)

Where Landmark Credit Union Defined Benefit Plan and Trust sits by assets

Landmark Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $55M for 644 participants (~$84,937/participant), down 3.1% in 2022.

#7,576
in Finance & Insurance (9,261 peers)
-3.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$54,699,169 Top 11% higher than 89% 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

Landmark Credit Union Defined Benefit Plan and Trust 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. Landmark Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (644 participants).

Form 5500 schedule snapshot

Filing strip 390203995 · Landmark Credit Union PY 2022 · Defined Benefit (Pension)

Landmark Credit Union Defined Benefit Plan and Trust · $55M · 644 · 89th

  • PCT $55M
  • PCT 644
  • PCT 89th
  • PCT Defined Benefit (Pension)
  • PCT near Tempel Employees Pension Plan
  • PCT ind #7576

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 →

Landmark Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Retirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLPRetirement Plan for Associat…$55MLandmark Credit Union Defined Benefit Plan and TrustLandmark Credit Union Define…$55MTempel Employees Pension Plan$55MCapital Health Pension Plan$55MThe Retirement Plan for Employees of Franklin Savings BankThe Retirement Plan for Empl…$55M
End-of-year total assets ($M) among Landmark Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$55M
Net Income-$2M
Employer EIN390203995
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Landmark Credit Union)

Sponsor-wide plan assets over time

All Landmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$122M 24.393355951927774% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.8M $122M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 1,456 $98M
2023 2 1,513 $114M
2024 2 1,470 $122M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Landmark Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -101234 Total assets ($B) Participants Landmark Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.054699169 · Participants: 644Landmark Credit Union Defined Benefit Plan and TrustThe 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
Landmark Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Landmark Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Tempel Employees Pension Plan in IL ($55M); by covered participants it is Club Employees Pension Fund in NY (644 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (644 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 Landmark Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Landmark Credit Union Defined Benefit Plan and Trust edged down modestly - down 3.1% during 2022, from $56M to $55M. Reported net income was -$2M.
How have Landmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Landmark Credit Union's sponsor-wide assets grew 24.4%, from $98M to $122M.
Where does Landmark Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Landmark Credit Union Defined Benefit Plan and Trust ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Landmark Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tempel Employees Pension Plan in IL ($55M, 157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Landmark Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Club Employees Pension Fund in NY (644 participants, $79M 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 390203995.

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.