401(k) · DOL Form 5500 · 2023

Cmfg Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
3,501
Participants Above avg headcount
99th
Percentile by assets National rank
$286,974
Avg per participant High balance/head
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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.

  • #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.

#8,644
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY
10×
vs typical plan assets (national mean)

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

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

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

$1,004,695,558 Top 1% higher than 99% 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 Non-Represented Employees'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. Trustage 401(k) Plan for Non-Represented Employees lands in the large band (3,501 participants).

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 →

Plan-year Form 5500 strip

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

Trustage 401(k) Plan for Non-Represented Employees · $1.0B · 3,501 · 99th

  • EIN $1.0B
  • RANK 3,501
  • PHOTO 99th
  • IND 401(k)
  • EOY near Mckee Foods Retirement Plan
  • 5500 ind #8644

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 Non-Represented Employees in the asset neighbourhood

Sonoco Retirement & Savings PlanSonoco Retirement & Savings …$1.0BTrustage 401(k) Plan for Non-Represented EmployeesTrustage 401(k) Plan for Non…$1.0BMckee Foods Retirement Plan$1.0BConduent Savings Plan$1.0BA&b Retirement Plan$1.0B
End-of-year total assets ($B) among Trustage 401(k) Plan for Non-Represented Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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 Non-Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Trustage 401(k) Plan for Non-Represented Employees, Total assets ($B): 1.004695558 · Participants: 3501Trustage 401(k) Plan for Non-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 Non-Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trustage 401(k) Plan for Non-Represented Employees side-by-side with 3 peers →

Trustage 401(k) Plan for Non-Represented Employees's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mckee Foods Retirement Plan in TN ($1.0B); by covered participants it is Equipmentshare's Retirement Savings Plan in MO (3,500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,501 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 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).
Which 401(k) plans cover a similar participant headcount to Trustage 401(k) Plan for Non-Represented Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Equipmentshare's Retirement Savings Plan in MO (3,500 participants, $51M 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.