Defined Benefit (Pension) · DOL Form 5500 · 2022

Catholic Financial Life Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
39
Participants Small participant base
85th
Percentile by assets National rank
$945,765
Avg per participant High balance/head
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Official DOL plan name: Catholic Financial Life Pension Plan · Sponsored by Catholic Financial Life · Wisconsin · Finance & Insurance

$37M in assets, 39 participants

Catholic Financial Life's Catholic Financial Life Pension Plan reported $37M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,042 in Finance & Insurance (9,261 peers)

Where Catholic Financial Life Pension Plan sits by assets

Catholic Financial Life Pension Plan sits in the top quartile of all filed plans by assets, $37M for 39 participants (~$945,765/participant), down 21.5% in 2022.

#7,042
in Finance & Insurance (9,261 peers)
-21.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic Financial Life Pension Plan's outsized position by total assets

Catholic Financial Life Pension Plan vs every filed plan by assets

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

$36,884,828 Top 15% higher than 85% 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

Catholic Financial Life Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Financial Life Pension Plan is a small filing (39 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 390201015 · Catholic Financial Life PY 2022 · Defined Benefit (Pension)

Catholic Financial Life Pension Plan · $37M · 39 · 85th

  • PCT $37M
  • EIN 39
  • RANK 85th
  • PHOTO Defined Benefit (Pension)
  • IND near I.B.E.W. Local No. 106 Pension Plan
  • EOY ind #7042

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 →

Catholic Financial Life Pension Plan in the asset neighbourhood

Teamsters Local 237 Welfare Fund Pension PlanTeamsters Local 237 Welfare …$37MI.B.E.W. Local No. 106 Pension PlanI.B.E.W. Local No. 106 Pensi…$37MCatholic Financial Life Pension PlanCatholic Financial Life Pens…$37MAmalgamated Retail Retirement FundAmalgamated Retail Retiremen…$37MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$37M
End-of-year total assets ($M) among Catholic Financial Life Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$37M
Net Income-$10M
Employer EIN390201015
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Financial Life)

Sponsor-wide plan assets over time

All Catholic Financial Life plans reported in each filing year

Latest sponsor-wide plan assets
$85M 39.52778204373347% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.8M $84.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 143 $61M
2023 2 136 $65M
2024 3 161 $85M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Catholic Financial Life Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Catholic Financial Life Pension Plan, Total assets ($B): 0.036884828 · Participants: 39Catholic Financial Life Pension PlanThe 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
Catholic Financial Life Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Catholic Financial Life Pension Plan side-by-side with 3 peers →

Catholic Financial Life Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is I.B.E.W. Local No. 106 Pension Plan in NY ($37M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Catholic Financial Life Pension Plan assets move in 2022? ▼
Catholic Financial Life Pension Plan declined sharply - down 21.5% during 2022, from $47M to $37M. Reported net income was -$10M.
How have Catholic Financial Life plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Financial Life's sponsor-wide assets grew 39.5%, from $61M to $85M.
Where does Catholic Financial Life Pension Plan rank by assets among Form 5500 filers? ▼
Catholic Financial Life Pension Plan ranks in the 85th 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 Catholic Financial Life Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.B.E.W. Local No. 106 Pension Plan in NY ($37M, 141 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Catholic Financial Life Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (39 participants, $12M 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 390201015.

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.