401(k) · DOL Form 5500 · 2023

Cmfg Life Insurance Company 401(k) Plan

Data updated 2026-08-11

$1.0B
Total assets
3,501
Participants
99th
Percentile by assets
$286,974
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Trustage 401(k) Plan for Non-Represented Employees · Sponsored by Cmfg Life Insurance Company · Wisconsin · Finance & Insurance

$1.0B in assets, 3,501 participants

Cmfg Life Insurance Company's Trustage 401(k) Plan for Non-Represented Employees reported $1.0B in total assets and 3,501 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #8,644 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Trustage 401(k) Plan for Non-Represented Employees covers 3,501 participants in Wisconsin, 6.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.0B.

$1.0B
total plan assets (2023 EOY)
3,501
covered participants
99th
percentile by assets (of 127,072 plans)
$286,974
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trustage 401(k) Plan for Non-Represented Employees reported net income rose from -$127M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • Trustage 401(k) Plan for Non-Represented Employees end-of-year assets rose from $875M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
  • Trustage 401(k) Plan for Non-Represented Employees reported participants rose from 3,433 in the plan year 2022 filing to 3,501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Finance & Insurance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Trustage 401(k) Plan for Non-Represented Employees reports 3,501 participants - 6.2x that state average ($1.0B EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$875M
Net Assets (End of Year)$1.0B
Net Income$130M
Employer EIN390230590
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmfg Life Insurance Company)

$1B$1.5B$2B$2.5B 202220232024 $2.06B $1.3B â–Ľ -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.

Trustage 401(k) Plan for Non-Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Trustage 401(k) Plan for Non-Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Trustage 401(k) Plan…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Trustage 401(k) Plan for Non-Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trustage 401(k) Plan for Non-Represented… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Trustage 401(k) Plan for Non-Represented Employees assets move in 2023? ▼
Trustage 401(k) Plan for Non-Represented Employees grew at a solid clip - up 14.9% during 2023, from $875M to $1.0B. Reported net income was $130M.
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 Non-Represented Employees rank by assets among Form 5500 filers? ▼
Trustage 401(k) Plan for Non-Represented Employees ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Trustage 401(k) Plan for Non-Represented Employees? ▼
Among 401(k) plans in other states, the closest by assets is Mckee Foods Retirement Plan in TN ($1.0B, 7,186 participants).

Next read for Trustage 401(k) Plan for Non-Represented…

Filing takeaways

Ways to act on Trustage 401(k) Plan for Non-Represented Employees's numbers.

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.