Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustage Financial Group, Inc. Pension Plan
Data updated 2026-08-25
- $187M
- Total assets Near avg plan size
- 489
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $382,403
- Avg per participant High balance/head
Official DOL plan name: Trustage Pension Plan for Represented Employees · Sponsored by Trustage Financial Group, Inc. · Wisconsin · Management of Enterprises
$187M in assets, 489 participants
Trustage Financial Group, Inc.'s Trustage Pension Plan for Represented Employees reported $187M in total assets and 489 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #938 in Management of Enterprises (1,133 peers)
Where Trustage Pension Plan for Represented Employees sits by assets
Trustage Pension Plan for Represented Employees sits in the top 10% of all filed plans by assets, $187M for 489 participants (~$382,403/participant), down 5.4% in 2024.
- #938
- in Management of Enterprises (1,133 peers)
- -5.4%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trustage Pension Plan for Represented Employees's outsized position by total assets
Trustage Pension Plan for Represented Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$186,994,853 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Trustage Pension Plan for Represented Employees among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustage Pension Plan for Represented Employees sits mid-pack in the medium band (489 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trustage Pension Plan for Represented Employees reported net income fell from $7M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Trustage Pension Plan for Represented Employees reported participants rose from 455 in the plan year 2023 filing to 489 in the plan year 2024 filing.
- Trustage Pension Plan for Represented Employees end-of-year assets fell from $198M in the plan year 2023 filing to $187M in the plan year 2024 filing.
DOL schedule card
Filing strip 454418520 · Trustage Financial Group, Inc. PY 2024 · Defined Benefit (Pension)
Trustage Pension Plan for Represented Employees · $187M · 489 · 94th
- EBSA $187M
- PART 489
- TYPE 94th
- NET Defined Benefit (Pension)
- BOOK near Covington Portfolio Pension Plan
- VS-ST ind #938
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 Represented Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $198M |
|---|---|
| Net Assets (End of Year) | $187M |
| Net Income | -$11M |
| Employer EIN | 454418520 |
| Plan Effective Date | 1958-09-01 |
| 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.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Trustage Pension Plan for Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Covington Portfolio Pension Plan in DC ($187M); by covered participants it is Idaho Operating Engineers Employers Pension Plan in WA (489 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187M here).
- Covington Portfolio Pension Plan (DC) $187M · 308
- Local Union 400 I.B.E.W. Pension Plan (NJ) $187M · 553
- Pension Plan for Employees of Central Service Association (MS) $187M · 473
- Sheet Metal Workers Local 85 Pension Fund (TN) $187M · 1,055
Similar participant headcount
Nearest other-state filings by covered participants (489 participants); asset peers above are excluded.
- Idaho Operating Engineers Employers Pension Plan (WA) 489 · 0 off
- Msd Puerto Rico Pension Plan (PR) 490 · 1 off
- Advansix Inc. Retirement Earnings Plan (NJ) 488 · 1 off
- Retirement Income Plan for Employees of Eisenhower Medical Center (CA) 488 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.