401(k) · DOL Form 5500 · 2023

Cmfg Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$218M
Total assets Near avg plan size
732
Participants Near avg headcount
95th
Percentile by assets National rank
$297,299
Avg per participant High balance/head
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Official DOL plan name: Trustage 401(k) Plan for Represented Employees · Sponsored by Cmfg Life Insurance Company · Wisconsin · Finance & Insurance

$218M in assets, 732 participants

Cmfg Life Insurance Company's Trustage 401(k) Plan for Represented Employees reported $218M in total assets and 732 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,169 in Finance & Insurance (8,869 peers)

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

Trustage 401(k) Plan for Represented Employees sits in the top 5% of all filed plans by assets, $218M for 732 participants (~$297,299/participant), up 8.6% in 2023.

#8,169
in Finance & Insurance (8,869 peers)
+8.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$217,622,763 Top 5% higher than 95% of 127,068 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 2023

Trustage 401(k) Plan for Represented Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustage 401(k) Plan for Represented Employees sits mid-pack in the medium band (732 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trustage 401(k) Plan for Represented Employees reported net income rose from -$41M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Trustage 401(k) Plan for Represented Employees end-of-year assets rose from $200M in the plan year 2022 filing to $218M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390230590 · Cmfg Life Insurance Company PY 2023 · 401(k)

Trustage 401(k) Plan for Represented Employees · $218M · 732 · 95th

  • 5500 $218M
  • ASSETS 732
  • PCT 95th
  • EIN 401(k)
  • RANK near Lamb Weston, Inc. 401(k) Plan for Plant Hourly Employees
  • PHOTO ind #8169

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 →

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

Optiv Security Inc. 401(k) Retirement Saving PlanOptiv Security Inc. 401(k) R…$218MTrustage 401(k) Plan for Represented EmployeesTrustage 401(k) Plan for Rep…$218MLamb Weston, Inc. 401(k) Plan for Plant Hourly EmployeesLamb Weston, Inc. 401(k) Pla…$217MArtera Services, LLC 401(k) PlanArtera Services, LLC 401(k) …$217MIntegrated Anesthesia Associates, LLC 401(k) Retirement Savings PlanIntegrated Anesthesia Associ…$217M
End-of-year total assets ($M) among Trustage 401(k) Plan for Represented Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$218M
Net Income$17M
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.

Trustage 401(k) Plan for Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Trustage 401(k) Plan for Represented Employees, Total assets ($B): 0.217622763 · Participants: 732Trustage 401(k) Plan for Represented EmployeesAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Trustage 401(k) Plan for Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trustage 401(k) Plan for Represented Employees side-by-side with 3 peers →

Trustage 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 Lamb Weston, Inc. 401(k) Plan for Plant Hourly Employees in ID ($217M); by covered participants it is Itc Savings & Investment Plan in MI (732 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (732 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trustage 401(k) Plan for Represented Employees assets move in 2023? ▼
Trustage 401(k) Plan for Represented Employees grew at a solid clip - up 8.6% during 2023, from $200M to $218M. Reported net income was $17M.
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 Trustage 401(k) Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Trustage 401(k) Plan for Represented Employees ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Trustage 401(k) Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by assets is Lamb Weston, Inc. 401(k) Plan for Plant Hourly Employees in ID ($217M, 5,466 participants).
Which 401(k) plans cover a similar participant headcount to Trustage 401(k) Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Itc Savings & Investment Plan in MI (732 participants, $309M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.