Defined Benefit (Pension) · DOL Form 5500 · 2024
Trusted Fraternal Life Pension Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 33
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Catholic Financial Life Pension Plan · Sponsored by Trusted Fraternal Life · Wisconsin · Finance & Insurance
$38M in assets, 33 participants
Trusted Fraternal Life's Catholic Financial Life Pension Plan reported $38M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #5,991 in Finance & Insurance (8,549 peers)
Where Catholic Financial Life Pension Plan sits by assets
Catholic Financial Life Pension Plan sits in the top quartile of all filed plans by assets, $38M for 33 participants (~$1.2M/participant), down 0.7% in 2024.
- #5,991
- in Finance & Insurance (8,549 peers)
- -0.7%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $272K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Catholic Financial Life Pension Plan's outsized position by total assets
Catholic Financial Life Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,982,290 Top 19% higher than 81% 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
Catholic Financial Life Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Financial Life Pension Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catholic Financial Life Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$272K in the plan year 2024 filing.
- Catholic Financial Life Pension Plan reported participants fell from 36 in the plan year 2023 filing to 33 in the plan year 2024 filing.
- Catholic Financial Life Pension Plan end-of-year assets fell from $38M in the plan year 2023 filing to $38M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390201015 · Trusted Fraternal Life PY 2024 · Defined Benefit (Pension)
Catholic Financial Life Pension Plan · $38M · 33 · 81st
- SCH $38M
- SCH 33
- SCH 81st
- SCH Defined Benefit (Pension)
- SCH near C&d Technologies, Inc. Pension Plan
- SCH ind #5991
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 →
Catholic Financial Life Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$272K |
| Employer EIN | 390201015 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trusted Fraternal Life)
Sponsor-wide plan assets over time
All Trusted Fraternal Life plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 39.52778204373347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 143 | $61M |
| 2023 | 2 | 136 | $65M |
| 2024 | 3 | 161 | $85M |
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
Catholic Financial Life Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is C&d Technologies, Inc. Pension Plan in PA ($38M); by covered participants it is Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust in NY (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust (NY) 33 · 0 off
- Bokers, Inc. Salaried Pension Plan (MN) 33 · 0 off
- Heritage Village Master Association, Inc. Retirement Income Plan (CT) 33 · 0 off
- Almatis, Inc. Retirement Plan for Collectively Bargained Employees (AR) 33 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.