Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustage Financial Group, Inc. Pension Plan
Data updated 2026-08-25
- $591M
- Total assets Above avg plan size
- 2,107
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $280,593
- Avg per participant High balance/head
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.
- #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.
- #1,045
- in Management of Enterprises (1,133 peers)
- -2.4%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
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.
Trustage Pension Plan for Non-Represented Employees's outsized position by total assets
Trustage Pension Plan for Non-Represented Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$591,208,407 Top 3% higher than 97% 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 Non-Represented Employees's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustage Pension Plan for Non-Represented Employees lands in the large band (2,107 participants).
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.
Published 5500 schedule card
Filing strip 454418520 · Trustage Financial Group, Inc. PY 2024 · Defined Benefit (Pension)
Trustage Pension Plan for Non-Represented Employees · $591M · 2,107 · 97th
- PHOTO $591M
- PHOTO 2,107
- PHOTO 97th
- PHOTO Defined Benefit (Pension)
- PHOTO near Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan
- PHOTO ind #1045
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 Non-Represented Employees in the asset neighbourhood
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.)
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 Non-Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan in IN ($591M); by covered participants it is Exelon Pension Plan in IL (2,107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($591M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,107 participants); asset peers above are excluded.
- Exelon Pension Plan (IL) 2,107 · 0 off
- Michigan Electrical Employees' Pension Plan (MI) 2,102 · 5 off
- Retirement Plan of Idaho Power Company (ID) 2,113 · 6 off
- Soft Drink and Brewery Workers Union Local 812 Retirement Fund (NY) 2,113 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.