401(k) · DOL Form 5500 · 2022

Cmfg Life Insurance Company 401(k) Plan

Data updated 2026-08-11

$200M
Total assets
727
Participants
96th
Percentile by assets
$275,587
Avg per participant
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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.

  • 96th percentile by assets (of 139,126 plans)
  • #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.

$200M
total plan assets (2022 EOY)
727
covered participants
96th
percentile by assets (of 139,126 plans)
$275,587
avg assets per participant

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 vs the 2022 asset distribution

By assets, Cuna Mutual 401(k) Plan for Represented Employees outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

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)

$1B$1.5B$2B$2.5B 202220232024 $2.06B $1.3B ▼ -36.9%
Total plan assets by year, all Cmfg Life Insurance Company plans on file
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

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) P…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Cuna Mutual 401(k) Plan for Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cuna Mutual 401(k) Plan for Represented Employees by total assets, not by location.

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).

Next read for Cuna Mutual 401(k) Plan for Represented …

Scale reading

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