Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustage Financial Group, Inc. Pension Plan

Data updated 2026-08-11

$593M
Total assets: 2,514
Participants: 98th
Percentile by assets: $235,984
Avg per participant

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.

98th percentile by assets (of 139,126 plans)
#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.

$593M
total plan assets (2022 EOY): 2,514
covered participants: 98th
percentile by assets (of 139,126 plans): $235,984
avg assets per participant

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.

State

Wisconsin

Industry

Management of Enterprises

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Cuna Mutual Pension Plan for Non-Represented Employees reports 2,514 participants - 4.5x that state average ($593M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$767M
Net Assets (End of Year)	$588M
Net Income	-$173M
Employer EIN	454418520
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustage Financial Group, Inc.)

Total plan assets by year, all Trustage Financial Group, Inc. plans on file

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

The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
Rockwell Automation Pension Plan $2.1B · 3,077
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
Harley-Davidson Retirement Plan $1.8B · 1,744

Compare Cuna Mutual Pension Plan for Non-Represe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cuna Mutual Pension Plan for Non-Represented Employees by total assets, not by location.

Pension Fund of Local No. One of I. a. T. S. E. (NY) $593M · 1,360
Banco Popular De Puerto Rico Retirement Plan (PR) $592M · 2,057
Avnet Pension Plan (AZ) $591M · 2,609
General Retirement Plan for Employees of Carpenter Technology Corporation (PA) $591M · 1,073

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).

Next read for Cuna Mutual Pension Plan for Non-Represe…

Filing takeaways

Ways to act on Cuna Mutual Pension Plan for Non-Represented Employees's numbers.

By total assets, Cuna Mutual Pension Plan for Non-Represented Employees ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Trustage Financial Group, Inc.'s sponsor-wide assets have declined 55.3% since 2022 across 3 plan years on file. More Management of Enterprises plans

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.