Defined Benefit (Pension) · DOL Form 5500 · 2023

Catholic Financial Life Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
36
Participants Small participant base
82nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Catholic Financial Life Pension Plan · Sponsored by Catholic Financial Life · Wisconsin · Finance & Insurance

$38M in assets, 36 participants

Catholic Financial Life's Catholic Financial Life Pension Plan reported $38M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,489 in Finance & Insurance (8,869 peers)

Where Catholic Financial Life Pension Plan sits by assets

Catholic Financial Life Pension Plan sits in the top quartile of all filed plans by assets, $38M for 36 participants (~$1.1M/participant), up 3.7% in 2023.

#6,489
in Finance & Insurance (8,869 peers)
+3.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Catholic Financial Life Pension Plan's outsized position by total assets

Catholic Financial Life Pension Plan vs every filed plan by assets

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

$38,265,333 Top 18% higher than 82% 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

Catholic Financial Life Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Financial Life Pension Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Financial Life Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Catholic Financial Life Pension Plan reported participants fell from 39 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Catholic Financial Life Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390201015 · Catholic Financial Life PY 2023 · Defined Benefit (Pension)

Catholic Financial Life Pension Plan · $38M · 36 · 82nd

  • EIN $38M
  • RANK 36
  • PHOTO 82nd
  • IND Defined Benefit (Pension)
  • EOY near Bnb Bank Pension Plan
  • 5500 ind #6489

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 →

Catholic Financial Life Pension Plan in the asset neighbourhood

Board of Trustees Op Plasterers & Cement Masons L262 PensionBoard of Trustees Op Plaster…$38MNorcal Insurance Company Pension PlanNorcal Insurance Company Pen…$38MCatholic Financial Life Pension PlanCatholic Financial Life Pens…$38MBnb Bank Pension Plan$38MThe Restated Contributory Retirement Plan for CooperativesThe Restated Contributory Re…$38M
End-of-year total assets ($M) among Catholic Financial Life Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$38M
Net Income$1M
Employer EIN390201015
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Financial Life)

Sponsor-wide plan assets over time

All Catholic Financial Life plans reported in each filing year

Latest sponsor-wide plan assets
$85M 39.52778204373347% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.8M $84.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 143 $61M
2023 2 136 $65M
2024 3 161 $85M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Catholic Financial Life Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Catholic Financial Life Pension Plan, Total assets ($B): 0.038265333 · Participants: 36Catholic Financial Life Pension PlanThe 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
Catholic Financial Life Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Catholic Financial Life Pension Plan side-by-side with 3 peers →

Catholic Financial Life Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Bnb Bank Pension Plan in NY ($38M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Catholic Financial Life Pension Plan assets move in 2023? ▼
Catholic Financial Life Pension Plan edged up modestly - up 3.7% during 2023, from $37M to $38M. Reported net income was $1M.
How have Catholic Financial Life plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Financial Life's sponsor-wide assets grew 39.5%, from $61M to $85M.
Where does Catholic Financial Life Pension Plan rank by assets among Form 5500 filers? ▼
Catholic Financial Life Pension Plan ranks in the 82nd 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 Catholic Financial Life Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bnb Bank Pension Plan in NY ($38M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Catholic Financial Life Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants, $14M 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 390201015.

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.