Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustage Financial Group, Inc. Pension Plan

Data updated 2026-08-25

$593M
Total assets Above avg plan size
2,514
Participants Above avg headcount
98th
Percentile by assets National rank
$235,984
Avg per participant Above avg balance/head
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Official DOL plan name: Cuna Mutual Pension Plan for Non-Represented Employees · Sponsored by Trustage Financial Group, Inc. · Wisconsin · Management of Enterprises

$593M in assets, 2,514 participants

Trustage Financial Group, Inc.'s Cuna Mutual Pension Plan for Non-Represented Employees reported $593M in total assets and 2,514 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,111 in Management of Enterprises (1,193 peers)

Coverage in Wisconsin

Cuna Mutual Pension Plan for Non-Represented Employees covers 2,514 participants in Wisconsin, 4.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $593M.

#1,111
in Management of Enterprises (1,193 peers)
-22.7%
assets change YoY
6.0×
vs typical plan assets (national mean)

The plan reported a net loss of $173M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$593,264,944 Top 2% higher than 98% 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 Non-Represented Employees's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cuna Mutual Pension Plan for Non-Represented Employees lands in the large band (2,514 participants).

Form 5500 schedule snapshot

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

Cuna Mutual Pension Plan for Non-Represented Employees · $593M · 2,514 · 98th

  • IND $593M
  • EOY 2,514
  • 5500 98th
  • ASSETS Defined Benefit (Pension)
  • PCT near Pension Fund of Local No. One of I. a. T. S. E.
  • EIN ind #1111

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 Non-Represented Employees in the asset neighbourhood

Cuna Mutual Pension Plan for Non-Represented EmployeesCuna Mutual Pension Plan for…$593MPension Fund of Local No. One of I. a. T. S. E.Pension Fund of Local No. On…$593MBanco Popular De Puerto Rico Retirement PlanBanco Popular De Puerto Rico…$592MAvnet Pension Plan$591MGeneral Retirement Plan for Employees of Carpenter Technology CorporationGeneral Retirement Plan for …$591M
End-of-year total assets ($M) among Cuna Mutual Pension Plan for Non-Represented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$767M
Net Assets (End of Year)$588M
Net Income-$173M
Employer EIN454418520
Plan Effective Date2002-01-01
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 Non-Represented Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 01234 Total assets ($B) Participants Cuna Mutual Pension Plan for Non-Represented Employees, Total assets ($B): 0.593264944 · Participants: 2514Cuna Mutual Pension Plan for Non-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 Non-Represented Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Cuna Mutual Pension Plan for Non-Represented Employees side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Pension Fund of Local No. One of I. a. T. S. E. in NY ($593M); by covered participants it is National Grid USA Companies Final Average Pay Pension Plan in NY (2,513 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($593M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,514 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 Non-Represented Employees assets move in 2022? ▼
Cuna Mutual Pension Plan for Non-Represented Employees declined sharply - down 22.7% during 2022, from $767M to $593M. Reported net income was -$173M.
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 Non-Represented Employees rank by assets among Form 5500 filers? ▼
Cuna Mutual Pension Plan for Non-Represented Employees ranks in the 98th 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 Non-Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund of Local No. One of I. a. T. S. E. in NY ($593M, 1,360 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cuna Mutual Pension Plan for Non-Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Grid USA Companies Final Average Pay Pension Plan in NY (2,513 participants, $2.1B 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.