Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustage Financial Group, Inc. Pension Plan

Data updated 2026-08-11

$605M
Total assets: 2,274
Participants: 98th
Percentile by assets: $266,244
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$605M
total plan assets (2023 EOY): 2,274
covered participants: 98th
percentile by assets (of 127,072 plans): $266,244
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Management of Enterprises

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Trustage Pension Plan for Non-Represented Employees reports 2,274 participants - 4.0x that state average ($605M EOY assets).

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.)

Total plan assets by year, all Trustage Financial Group, Inc. plans on file

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.

Trustage Pension Plan for Non-Represented Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

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

Compare Trustage Pension Plan for Non-Represente… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

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

Frequently Asked Questions

How did Trustage Pension Plan for Non-Represented Employees assets move in 2023? ▼

Trustage Pension Plan for Non-Represented Employees edged up modestly - up 2.1% during 2023, from $593M to $605M. Reported net income was $14M.

How have Trustage Financial Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustage Financial Group, Inc.'s sponsor-wide assets declined 55.3%, from $1.7B to $778M.

Where does Trustage Pension Plan for Non-Represented Employees rank by assets among Form 5500 filers? ▼

Trustage Pension Plan for Non-Represented Employees ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Trustage Pension Plan for Non-Represented Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Levi Strauss & Co. Pension Plan in CA ($605M, 375 participants).

Next read for Trustage Pension Plan for Non-Represente…

Filing takeaways

Ways to act on Trustage Pension Plan for Non-Represented Employees's numbers.

By total assets, Trustage Pension Plan for Non-Represented Employees ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Trustage Financial Group, Inc.'s sponsor-wide assets have declined 55.3% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 454418520.