Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustage Financial Group, Inc. Pension Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
451
Participants Below avg headcount
95th
Percentile by assets National rank
$424,432
Avg per participant High balance/head
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Official DOL plan name: Cuna Mutual Pension Plan for Represented Employees · Sponsored by Trustage Financial Group, Inc. · Wisconsin · Management of Enterprises

$191M in assets, 451 participants

Trustage Financial Group, Inc.'s Cuna Mutual Pension Plan for Represented Employees reported $191M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #1,004 in Management of Enterprises (1,193 peers)

Where Cuna Mutual Pension Plan for Represented Employees sits by assets

Cuna Mutual Pension Plan for Represented Employees sits in the top 5% of all filed plans by assets, $191M for 451 participants (~$424,432/participant), down 26.7% in 2022.

#1,004
in Management of Enterprises (1,193 peers)
-26.7%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cuna Mutual Pension Plan for Represented Employees's outsized position by total assets

Cuna Mutual Pension Plan for Represented Employees vs every filed plan by assets

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

$191,418,965 Top 5% higher than 95% 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

Cuna Mutual Pension Plan for Represented Employees 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. Cuna Mutual Pension Plan for Represented Employees sits mid-pack in the medium band (451 participants).

Form 5500 schedule snapshot

Filing strip 454418520 · Trustage Financial Group, Inc. PY 2022 · Defined Benefit (Pension)

Cuna Mutual Pension Plan for Represented Employees · $191M · 451 · 95th

  • BOOK $191M
  • BOOK 451
  • BOOK 95th
  • BOOK Defined Benefit (Pension)
  • BOOK near Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates
  • BOOK ind #1004

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

Cuna Mutual Pension Plan for Represented Employees in the asset neighbourhood

Pension Plan for Employees of Broadcast Music IncPension Plan for Employees o…$192MRetirement Plan for Employees of Southern StatesRetirement Plan for Employee…$192MRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its AffiliatesRetirement Plan for the Bott…$192MCuna Mutual Pension Plan for Represented EmployeesCuna Mutual Pension Plan for…$191MFerro Corporation Pension Plan for Legacy EmployeesFerro Corporation Pension Pl…$191M
End-of-year total assets ($M) among Cuna Mutual Pension Plan for Represented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$261M
Net Assets (End of Year)$191M
Net Income-$70M
Employer EIN454418520
Plan Effective Date1958-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustage Financial Group, Inc.)

Sponsor-wide plan assets over time

All Trustage Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$778M 55.30174070805901% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $1.74B $0.78B ▼ -55.2%
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 Represented Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 01234 Total assets ($B) Participants Cuna Mutual Pension Plan for Represented Employees, Total assets ($B): 0.191418965 · Participants: 451Cuna Mutual Pension Plan for Represented EmployeesThe 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
Cuna Mutual Pension Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Cuna Mutual Pension Plan for Represented Employees side-by-side with 3 peers →

Cuna Mutual Pension Plan for Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates in UT ($192M); by covered participants it is Northwestern Energy Pension Plan in MT (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Cuna Mutual Pension Plan for Represented Employees assets move in 2022? ▼
Cuna Mutual Pension Plan for Represented Employees declined sharply - down 26.7% during 2022, from $261M to $191M. Reported net income was -$70M.
How have Trustage Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustage Financial Group, Inc.'s sponsor-wide assets declined 55.3%, from $1.7B to $778M.
Where does Cuna Mutual Pension Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Cuna Mutual Pension Plan for Represented Employees ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cuna Mutual Pension Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates in UT ($192M, 759 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cuna Mutual Pension Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwestern Energy Pension Plan in MT (451 participants, $395M 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 454418520.

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.