Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustage Financial Group, Inc. Pension Plan
Data updated 2026-08-11
- $591M
- Total assets
- 2,107
- Participants
- 97th
- Percentile by assets
- $280,593
- Avg per participant
Official DOL plan name: Trustage Pension Plan for Non-Represented Employees · Sponsored by Trustage Financial Group, Inc. · Wisconsin · Management of Enterprises
$591M in assets, 2,107 participants
Trustage Financial Group, Inc.'s Trustage Pension Plan for Non-Represented Employees reported $591M in total assets and 2,107 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #1,045 in Management of Enterprises (1,133 peers)
Coverage in Wisconsin
Trustage Pension Plan for Non-Represented Employees covers 2,107 participants in Wisconsin, 3.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $591M.
- $591M
- total plan assets (2024 EOY)
- 2,107
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $280,593
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trustage Pension Plan for Non-Represented Employees reported net income fell from $14M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- Trustage Pension Plan for Non-Represented Employees reported participants fell from 2,274 in the plan year 2023 filing to 2,107 in the plan year 2024 filing.
- Trustage Pension Plan for Non-Represented Employees end-of-year assets fell from $605M in the plan year 2023 filing to $591M in the plan year 2024 filing.
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 2,107 participants - 3.7x that state average ($591M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $605M |
|---|---|
| Net Assets (End of Year) | $590M |
| Net Income | -$13M |
| Employer EIN | 454418520 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustage Financial Group, Inc.)
| 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
- 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
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.
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan (IN) $591M · 3,270
- Globe Life Inc. Pension Plan (TX) $591M · 2,024
- Pension Plan for Certain Salaried Ees of Alcoa USA Corp. (PA) $592M · 183
- Sandvik Pension Plan (NC) $589M · 403
Frequently Asked Questions
How did Trustage Pension Plan for Non-Represented Employees assets move in 2024? ▼
How have Trustage Financial Group, Inc. plan assets changed over time? ▼
Where does Trustage Pension Plan for Non-Represented Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Trustage Pension Plan for Non-Represented Employees? ▼
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