Defined Benefit (Pension) · DOL Form 5500 · 2023
Church Mutual Insurance Company, S.I. Pension Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 1,103
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $107,324
- Avg per participant Below avg balance/head
Official DOL plan name: Church Mutual Insurance Company Cash Balance Plan · Sponsored by Church Mutual Insurance Company, S.I. · Wisconsin · Finance & Insurance
$118M in assets, 1,103 participants
Church Mutual Insurance Company, S.I.'s Church Mutual Insurance Company Cash Balance Plan reported $118M in total assets and 1,103 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,821 in Finance & Insurance (8,869 peers)
Where Church Mutual Insurance Company Cash Balance Plan sits by assets
Church Mutual Insurance Company Cash Balance Plan sits in the top 10% of all filed plans by assets, $118M for 1,103 participants (~$107,324/participant), up 20.6% in 2023.
- #7,821
- in Finance & Insurance (8,869 peers)
- +20.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Church Mutual Insurance Company Cash Balance Plan's outsized position by total assets
Church Mutual Insurance Company Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$118,378,436 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Church Mutual Insurance Company Cash Balance Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Church Mutual Insurance Company Cash Balance Plan lands in the large band (1,103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Church Mutual Insurance Company Cash Balance Plan reported net income rose from -$22M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Church Mutual Insurance Company Cash Balance Plan end-of-year assets rose from $98M in the plan year 2022 filing to $118M in the plan year 2023 filing.
- Church Mutual Insurance Company Cash Balance Plan reported participants fell from 1,114 in the plan year 2022 filing to 1,103 in the plan year 2023 filing.
DOL schedule card
Filing strip 390712210 · Church Mutual Insurance Company, S.I. PY 2023 · Defined Benefit (Pension)
Church Mutual Insurance Company Cash Balance Plan · $118M · 1,103 · 92nd
- PCT $118M
- PCT 1,103
- PCT 92nd
- PCT Defined Benefit (Pension)
- PCT near IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund
- PCT ind #7821
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 →
Church Mutual Insurance Company Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $20M |
| Employer EIN | 390712210 |
| Plan Effective Date | 1963-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Church Mutual Insurance Company, S.I.)
Sponsor-wide plan assets over time
All Church Mutual Insurance Company, S.I. plans reported in each filing year
- Latest sponsor-wide plan assets
- $259M 5.091905219179504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,302 | $246M |
| 2023 | 2 | 2,307 | $289M |
| 2024 | 2 | 2,224 | $259M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Church Mutual Insurance Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund in CA ($118M); by covered participants it is Springleaf Financial Services Retirement Plan in IN (1,103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,103 participants); asset peers above are excluded.
- Springleaf Financial Services Retirement Plan (IN) 1,103 · 0 off
- The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation (VA) 1,101 · 2 off
- A.F.of L.-a.G.C. Building Trades Pension Plan (AL) 1,101 · 2 off
- Indiana Teamsters Pension Plan (IN) 1,100 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.