401(k) · DOL Form 5500 · 2024

Trusted Fraternal Life 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
113
Participants Small participant base
77th
Percentile by assets National rank
$266,533
Avg per participant High balance/head
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Official DOL plan name: Trusted Fraternal Life 401(k) Plan · Sponsored by Trusted Fraternal Life · Wisconsin · Finance & Insurance

$30M in assets, 113 participants

Trusted Fraternal Life's Trusted Fraternal Life 401(k) Plan reported $30M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,543 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Trusted Fraternal Life 401(k) Plan covers 113 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $30M.

#5,543
in Finance & Insurance (8,549 peers)
+10.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trusted Fraternal Life 401(k) Plan's outsized position by total assets

Trusted Fraternal Life 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,118,208 Top 23% higher than 77% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trusted Fraternal Life 401(k) Plan 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. Trusted Fraternal Life 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trusted Fraternal Life 401(k) Plan reported participants rose from 100 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Trusted Fraternal Life 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Trusted Fraternal Life 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390201015 · Trusted Fraternal Life PY 2024 · 401(k)

Trusted Fraternal Life 401(k) Plan · $30M · 113 · 77th

  • IND $30M
  • IND 113
  • IND 77th
  • IND 401(k)
  • IND near Regal Marine 401(k) Retirement Plan
  • IND ind #5543

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 →

Trusted Fraternal Life 401(k) Plan in the asset neighbourhood

Trusted Fraternal Life 401(k) PlanTrusted Fraternal Life 401(k…$30MRegal Marine 401(k) Retirement PlanRegal Marine 401(k) Retireme…$30MGm2 Associates, Inc. 401(k) PlanGm2 Associates, Inc. 401(k) …$30MSpring Care, Inc. 401(k) Plan$30MHfa Enterprises, Ltd. 401(k) PlanHfa Enterprises, Ltd. 401(k)…$30M
End-of-year total assets ($M) among Trusted Fraternal Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN390201015
Plan Effective Date1997-01-01
Filing StatusFILING 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
$50M$60M$70M$80M$90M 202220232024 $60.8M $84.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 143 $61M
2023 2 136 $65M
2024 3 161 $85M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trusted Fraternal Life 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Trusted Fraternal Life 401(k) Plan, Total assets ($B): 0.030118208 · Participants: 113Trusted Fraternal Life 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Trusted Fraternal Life 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Trusted Fraternal Life 401(k) Plan side-by-side with 3 peers →

Trusted Fraternal Life 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Regal Marine 401(k) Retirement Plan in FL ($30M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trusted Fraternal Life 401(k) Plan assets move in 2024? ▼
Trusted Fraternal Life 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $27M to $30M. Reported net income was $3M.
How have Trusted Fraternal Life plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trusted Fraternal Life's sponsor-wide assets grew 39.5%, from $61M to $85M.
Where does Trusted Fraternal Life 401(k) Plan rank by assets among Form 5500 filers? ▼
Trusted Fraternal Life 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trusted Fraternal Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regal Marine 401(k) Retirement Plan in FL ($30M, 717 participants).
Which 401(k) plans cover a similar participant headcount to Trusted Fraternal Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390201015.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.