Defined Benefit (Pension) · DOL Form 5500 · 2024
Church Mutual Insurance Company, S.I. Pension Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 1,041
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $89,959
- Avg per participant Below avg balance/head
Official DOL plan name: Church Mutual Insurance Company Cash Balance Plan · Sponsored by Church Mutual Insurance Company, S.I. · Wisconsin · Finance & Insurance
$94M in assets, 1,041 participants
Church Mutual Insurance Company, S.I.'s Church Mutual Insurance Company Cash Balance Plan reported $94M in total assets and 1,041 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,213 in Finance & Insurance (8,549 peers)
Where Church Mutual Insurance Company Cash Balance Plan sits by assets
Church Mutual Insurance Company Cash Balance Plan sits in the top 10% of all filed plans by assets, $94M for 1,041 participants (~$89,959/participant), down 20.9% in 2024.
- #7,213
- in Finance & Insurance (8,549 peers)
- -20.9%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Church Mutual Insurance Company Cash Balance Plan's outsized position by total assets
Church Mutual Insurance Company Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$93,646,806 Top 10% higher than 90% 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
Church Mutual Insurance Company Cash Balance Plan'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. Church Mutual Insurance Company Cash Balance Plan lands in the large band (1,041 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Church Mutual Insurance Company Cash Balance Plan reported net income fell from $20M in the plan year 2023 filing to -$25M in the plan year 2024 filing.
- Church Mutual Insurance Company Cash Balance Plan end-of-year assets fell from $118M in the plan year 2023 filing to $94M in the plan year 2024 filing.
- Church Mutual Insurance Company Cash Balance Plan reported participants fell from 1,103 in the plan year 2023 filing to 1,041 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390712210 · Church Mutual Insurance Company, S.I. PY 2024 · Defined Benefit (Pension)
Church Mutual Insurance Company Cash Balance Plan · $94M · 1,041 · 90th
- ASSETS $94M
- PCT 1,041
- EIN 90th
- RANK Defined Benefit (Pension)
- PHOTO near Suncor Energy US Pension Plan
- IND ind #7213
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 →
Church Mutual Insurance Company Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | -$25M |
| Employer EIN | 390712210 |
| Plan Effective Date | 1963-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Church Mutual Insurance Company, S.I.)
Sponsor-wide plan assets over time
All Church Mutual Insurance Company, S.I. plans reported in each filing year
- Latest sponsor-wide plan assets
- $259M 5.091905219179504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,302 | $246M |
| 2023 | 2 | 2,307 | $289M |
| 2024 | 2 | 2,224 | $259M |
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
Church Mutual Insurance Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Suncor Energy US Pension Plan in CO ($94M); by covered participants it is Pilgrims Pride Pension Plan for Legacy Gold Kist Employees in CO (1,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,041 participants); asset peers above are excluded.
- Pilgrims Pride Pension Plan for Legacy Gold Kist Employees (CO) 1,041 · 0 off
- Spire Retirement Income Plan (AL) 1,041 · 0 off
- Waste Isolation Pilot Plant Pension Plan (NM) 1,041 · 0 off
- Retirement Income Plan for the Employees of National Railroad Passenger Corporation (DC) 1,043 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.