401(k) · DOL Form 5500 · 2024

Cmfg Life Insurance Company 401(k) Plan

Data updated 2026-08-11

$223M
Total assets: 759
Participants: 95th
Percentile by assets: $293,527
Avg per participant

Official DOL plan name: Trustage 401(k) Plan for Represented Employees · Sponsored by Cmfg Life Insurance Company · Wisconsin · Finance & Insurance

$223M in assets, 759 participants

Cmfg Life Insurance Company's Trustage 401(k) Plan for Represented Employees reported $223M in total assets and 759 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 123,622 plans)
#7,816 in Finance & Insurance (8,549 peers)

Where Trustage 401(k) Plan for Represented Employees sits by assets

Trustage 401(k) Plan for Represented Employees sits in the top 5% of all filed plans by assets, $223M for 759 participants (~$293,527/participant), up 2.4% in 2024.

$223M
total plan assets (2024 EOY): 759
covered participants: 95th
percentile by assets (of 123,622 plans): $293,527
avg assets per participant

Trustage 401(k) Plan for Represented Employees reported net income fell from $17M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Trustage 401(k) Plan for Represented Employees reported participants rose from 732 in the plan year 2023 filing to 759 in the plan year 2024 filing.
Trustage 401(k) Plan for Represented Employees end-of-year assets rose from $218M in the plan year 2023 filing to $223M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Finance & Insurance

Trustage 401(k) Plan for Represented Employees vs the 2024 asset distribution

By assets, Trustage 401(k) Plan for Represented Employees outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$218M
Net Assets (End of Year)	$223M
Net Income	$5M
Employer EIN	390230590
Plan Effective Date	1984-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cmfg Life Insurance Company)

Total plan assets by year, all Cmfg Life Insurance Company plans on file

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 Represented Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Trustage 401(k) Plan for Represented Emp… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Trustage 401(k) Plan for Represented Employees by total assets, not by location.

Trend Micro, Incorporated 401(k) Retirement Plan (TX) $223M · 1,121
Edf Renewables 401(k) Plan (CA) $223M · 1,402
Amkor Technology, Inc. 401(k) Plan (AZ) $223M · 373
Guthrie 401(k) Retirement Savings Plan (PA) $223M · 56

Frequently Asked Questions

How did Trustage 401(k) Plan for Represented Employees assets move in 2024? ▼

Trustage 401(k) Plan for Represented Employees edged up modestly - up 2.4% during 2024, from $218M to $223M. Reported net income was $5M.

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 Represented Employees rank by assets among Form 5500 filers? ▼

Trustage 401(k) Plan for Represented Employees ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Trustage 401(k) Plan for Represented Employees? ▼

Among 401(k) plans in other states, the closest by assets is Trend Micro, Incorporated 401(k) Retirement Plan in TX ($223M, 1,121 participants).

Next read for Trustage 401(k) Plan for Represented Emp…

Scale reading

Ways to act on Trustage 401(k) Plan for Represented Employees's numbers.

By total assets, Trustage 401(k) Plan for 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 401(k) plans in Wisconsin. Compare plans
Cmfg Life Insurance Company's sponsor-wide assets have declined 36.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390230590.