401(k) · DOL Form 5500 · 2022

Cmfg Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$200M
Total assets Near avg plan size
727
Participants Near avg headcount
96th
Percentile by assets National rank
$275,587
Avg per participant High balance/head
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Official DOL plan name: Cuna Mutual 401(k) Plan for Represented Employees · Sponsored by Cmfg Life Insurance Company · Wisconsin · Finance & Insurance

$200M in assets, 727 participants

Cmfg Life Insurance Company's Cuna Mutual 401(k) Plan for Represented Employees reported $200M in total assets and 727 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,570 in Finance & Insurance (9,261 peers)

Where Cuna Mutual 401(k) Plan for Represented Employees sits by assets

Cuna Mutual 401(k) Plan for Represented Employees sits in the top 5% of all filed plans by assets, $200M for 727 participants (~$275,587/participant), down 16.9% in 2022.

#8,570
in Finance & Insurance (9,261 peers)
-16.9%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cuna Mutual 401(k) Plan for Represented Employees's outsized position by total assets

Cuna Mutual 401(k) Plan for Represented Employees vs every filed plan by assets

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

$200,351,784 Top 4% higher than 96% 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 401(k) 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 401(k) Plan for Represented Employees sits mid-pack in the medium band (727 participants).

EBSA filing schedule strip

Filing strip 390230590 · Cmfg Life Insurance Company PY 2022 · 401(k)

Cuna Mutual 401(k) Plan for Represented Employees · $200M · 727 · 96th

  • PART $200M
  • TYPE 727
  • NET 96th
  • BOOK 401(k)
  • VS-ST near Science Systems and Applications, Inc. 401(k) Profit Sharing Plan and Trust
  • BOY ind #8570

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 →

Cuna Mutual 401(k) Plan for Represented Employees in the asset neighbourhood

Sungard Availability Services U.S. Savings PlanSungard Availability Service…$200MCuna Mutual 401(k) Plan for Represented EmployeesCuna Mutual 401(k) Plan for …$200MScience Systems and Applications, Inc. 401(k) Profit Sharing Plan and TrustScience Systems and Applicat…$200MPanera Bread Company 401(k) Retirement Savings PlanPanera Bread Company 401(k) …$200MDmgt US Employee Services, Inc. 401(k) PlanDmgt US Employee Services, I…$200M
End-of-year total assets ($M) among Cuna Mutual 401(k) Plan for Represented Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$241M
Net Assets (End of Year)$200M
Net Income-$41M
Employer EIN390230590
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmfg Life Insurance Company)

Sponsor-wide plan assets over time

All Cmfg Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 36.83642726033725% vs 2022
2024 filing year
$1B$1.5B$2B$2.5B 202220232024 $2.06B $1.3B ▼ -36.9%
Year Plans Participants Total Assets
2022 4 7,832 $2.1B
2023 2 4,233 $1.2B
2024 2 4,214 $1.3B

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cuna Mutual 401(k) Plan for Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Cuna Mutual 401(k) Plan for Represented Employees, Total assets ($B): 0.200351784 · Participants: 727Cuna Mutual 401(k) Plan for Represented EmployeesJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Cuna Mutual 401(k) Plan for Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cuna Mutual 401(k) Plan for Represented Employees side-by-side with 3 peers →

Cuna Mutual 401(k) Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Science Systems and Applications, Inc. 401(k) Profit Sharing Plan and Trust in MD ($200M); by covered participants it is Stinker Stores Inc. 401(k) Plan in ID (727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (727 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 401(k) Plan for Represented Employees assets move in 2022? ▼
Cuna Mutual 401(k) Plan for Represented Employees declined sharply - down 16.9% during 2022, from $241M to $200M. Reported net income was -$41M.
How have Cmfg Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cmfg Life Insurance Company's sponsor-wide assets declined 36.8%, from $2.1B to $1.3B.
Where does Cuna Mutual 401(k) Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Cuna Mutual 401(k) Plan for Represented Employees ranks in the 96th 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 401(k) plans are similar in size to Cuna Mutual 401(k) Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by assets is Science Systems and Applications, Inc. 401(k) Profit Sharing Plan and Trust in MD ($200M, 1,078 participants).
Which 401(k) plans cover a similar participant headcount to Cuna Mutual 401(k) Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Stinker Stores Inc. 401(k) Plan in ID (727 participants, $8M 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 390230590.

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.