Defined Benefit (Pension) · DOL Form 5500 · 2022

Landmark Credit Union Pension Plan

Data updated 2026-08-11

$55M
Total assets
644
Participants
89th
Percentile by assets
$84,937
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$55M
total plan assets (2022 EOY)
644
covered participants
89th
percentile by assets (of 139,126 plans)
$84,937
avg assets per participant

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.

Where Landmark Credit Union Defined Benefit Plan and Trust sits 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 $2,010,000,000 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 vs the 2022 asset distribution

By assets, Landmark Credit Union Defined Benefit Plan and Trust outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

$90M$100M$110M$120M$130M 202220232024 $97.8M $122M ▲ +24.4%
Total plan assets by year, all Landmark Credit Union plans on file
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

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 Unio…The Northwestern Mut…Building Trades Unit…Rockwell Automation …The Northwestern Mut…Harley-Davidson Reti…
Landmark Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Landmark Credit Union Defined Benefit Plan and Trust by total assets, not by location.

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).

Next read for Landmark Credit Union Defined Benefit Pl…

Scale reading

Ways to act on Landmark Credit Union Defined Benefit Plan and Trust's numbers.

  • By total assets, Landmark Credit Union Defined Benefit Plan and Trust ranks in the top quartile 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
  • Landmark Credit Union's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Finance & Insurance plans