Defined Benefit (Pension) · DOL Form 5500 · 2023

Landmark Credit Union Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
555
Participants Below avg headcount
87th
Percentile by assets National rank
$102,381
Avg per participant Below avg balance/head
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Official DOL plan name: Landmark Credit Union Defined Benefit Plan and Trust · Sponsored by Landmark Credit Union · Wisconsin · Finance & Insurance

$57M in assets, 555 participants

Landmark Credit Union's Landmark Credit Union Defined Benefit Plan and Trust reported $57M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,068 in Finance & Insurance (8,869 peers)

Where Landmark Credit Union Defined Benefit Plan and Trust sits by assets

Landmark Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $57M for 555 participants (~$102,381/participant), up 3.9% in 2023.

#7,068
in Finance & Insurance (8,869 peers)
+3.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Landmark Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Landmark Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$56,821,272 Top 13% higher than 87% 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

Landmark Credit Union Defined Benefit Plan and Trust 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. Landmark Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (555 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Landmark Credit Union Defined Benefit Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Landmark Credit Union Defined Benefit Plan and Trust reported participants fell from 644 in the plan year 2022 filing to 555 in the plan year 2023 filing.
  • Landmark Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $55M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390203995 · Landmark Credit Union PY 2023 · Defined Benefit (Pension)

Landmark Credit Union Defined Benefit Plan and Trust · $57M · 555 · 87th

  • EOY $57M
  • EOY 555
  • EOY 87th
  • EOY Defined Benefit (Pension)
  • EOY near St. Peter's Health Cashplus Retirement Plan
  • EOY ind #7068

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 →

Landmark Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Nurses Defined Benefit Retirement Plan of Nyp/Lower Manhattan HospitalNurses Defined Benefit Retir…$57MLandmark Credit Union Defined Benefit Plan and TrustLandmark Credit Union Define…$57MSt. Peter's Health Cashplus Retirement PlanSt. Peter's Health Cashplus …$57MBoston Childrens Heart Foundation, Inc. Defined Benefit Pension PlanBoston Childrens Heart Found…$57MFoodland Super Market, Ltd. Pension PlanFoodland Super Market, Ltd. …$57M
End-of-year total assets ($M) among Landmark Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$57M
Net Income$2M
Employer EIN390203995
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Landmark Credit Union)

Sponsor-wide plan assets over time

All Landmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$122M 24.393355951927774% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.8M $122M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 1,456 $98M
2023 2 1,513 $114M
2024 2 1,470 $122M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Landmark Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Landmark Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.056821272 · Participants: 555Landmark Credit Union Defined Benefit Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Landmark Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Landmark Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Landmark Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is St. Peter's Health Cashplus Retirement Plan in MT ($57M); by covered participants it is Local 1102 Amalgamated Pension Fund in NY (555 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (555 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 Landmark Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Landmark Credit Union Defined Benefit Plan and Trust edged up modestly - up 3.9% during 2023, from $55M to $57M. Reported net income was $2M.
How have Landmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Landmark Credit Union's sponsor-wide assets grew 24.4%, from $98M to $122M.
Where does Landmark Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Landmark Credit Union Defined Benefit Plan and Trust ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Landmark Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Peter's Health Cashplus Retirement Plan in MT ($57M, 285 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Landmark Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 1102 Amalgamated Pension Fund in NY (555 participants, $47M 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 390203995.

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.