Cooperative Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Cooperative Pension / Savings Board · Indiana · Agriculture, Forestry & Fishing
What the 2023 filing shows
Cooperative Savings Plan holds $357M for 4,218 participants — about $84,562 per participant, down 7.0% over the 2022 plan year.
- $357M
- total plan assets (2022 EOY)
- 4,218
- covered participants
- $84,562
- avg assets per participant
- -7.0%
- assets change YoY
The plan reported a net loss of $71M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Cooperative Savings Plan
Cooperative Savings Plan is a 401(k) retirement plan sponsored by Cooperative Pension / Savings Board, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $357M in total end-of-year assets and covers 4,218 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 311257147, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $384M at the beginning of 2022 to $357M at year-end — a decline of 7.0%. Net assets (after liabilities) closed the year at $357M, with reported net income of $-71,496,959 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $384M |
| Total Assets (End of Year) | $357M |
| Net Assets (End of Year) | $357M |
| Net Income | $-71,496,959 |
| Plan Type | 401(k) |
| Employer EIN | 311257147 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cooperative Pension / Savings Board)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,326 | $570M |
| 2023 | 1 | 4,526 | $417M |
| 2024 | 2 | 7,634 | $685M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Related Data
Guides
Frequently Asked Questions
How much money is in the Cooperative Savings Plan? ▼
What type of plan is Cooperative Savings Plan? ▼
Who sponsors the Cooperative Savings Plan? ▼
How did Cooperative Savings Plan perform in 2022? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 311257147.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.