Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustage Financial Group, Inc. Pension Plan
Data updated 2026-08-25
- $605M
- Total assets Above avg plan size
- 2,274
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $266,244
- Avg per participant High balance/head
Official DOL plan name: Trustage Pension Plan for Non-Represented Employees · Sponsored by Trustage Financial Group, Inc. · Wisconsin · Management of Enterprises
$605M in assets, 2,274 participants
Trustage Financial Group, Inc.'s Trustage Pension Plan for Non-Represented Employees reported $605M in total assets and 2,274 participants in its 2023 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.
- #1,041 in Management of Enterprises (1,137 peers)
Coverage in Wisconsin
Trustage Pension Plan for Non-Represented Employees covers 2,274 participants in Wisconsin, 4.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $605M.
- #1,041
- in Management of Enterprises (1,137 peers)
- +2.1%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Trustage Pension Plan for Non-Represented Employees's outsized position by total assets
Trustage Pension Plan for Non-Represented Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$605,438,341 Top 2% higher than 98% 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
Trustage Pension 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 Pension Plan for Non-Represented Employees lands in the large band (2,274 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trustage Pension Plan for Non-Represented Employees reported net income rose from -$173M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Trustage Pension Plan for Non-Represented Employees reported participants fell from 2,514 in the plan year 2022 filing to 2,274 in the plan year 2023 filing.
- Trustage Pension Plan for Non-Represented Employees end-of-year assets rose from $593M in the plan year 2022 filing to $605M in the plan year 2023 filing.
DOL schedule card
Filing strip 454418520 · Trustage Financial Group, Inc. PY 2023 · Defined Benefit (Pension)
Trustage Pension Plan for Non-Represented Employees · $605M · 2,274 · 98th
- SCH $605M
- EBSA 2,274
- PART 98th
- TYPE Defined Benefit (Pension)
- NET near Levi Strauss & Co. Pension Plan
- BOOK ind #1041
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 Management of Enterprises retirement plans → · Plans in Wisconsin →
Trustage Pension Plan for Non-Represented Employees in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $593M |
|---|---|
| Net Assets (End of Year) | $603M |
| Net Income | $14M |
| Employer EIN | 454418520 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustage Financial Group, Inc.)
Sponsor-wide plan assets over time
All Trustage Financial Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $778M 55.30174070805901% vs 2022
- 2024 filing year
| 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.
- 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
Trustage Pension Plan for Non-Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Levi Strauss & Co. Pension Plan in CA ($605M); by covered participants it is Iron Workers District Council of New England Pension Fund in MA (2,275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($605M here).
- Levi Strauss & Co. Pension Plan (CA) $605M · 375
- Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan (VA) $605M · 6,658
- Officemax Consolidated Pension Plan (FL) $607M · 369
- Tiffany and Company Pension Plan (NY) $603M · 850
Similar participant headcount
Nearest other-state filings by covered participants (2,274 participants); asset peers above are excluded.
- Iron Workers District Council of New England Pension Fund (MA) 2,275 · 1 off
- Teamsters Negotiated Pension Plan (MO) 2,276 · 2 off
- New Jersey Health Care Employers- Pension Plan (NJ) 2,270 · 4 off
- Crown Cork & Seal Company, Inc. Pension Plan (PA) 2,278 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.