401(k) · DOL Form 5500 · 2022
Cooperative Pension / Savings Board 401(k) Plan
Data updated 2026-08-25
- $357M
- Total assets Above avg plan size
- 4,218
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $84,562
- Avg per participant Below avg balance/head
Official DOL plan name: Cooperative Savings Plan · Sponsored by Cooperative Pension / Savings Board · Indiana · Agriculture, Forestry & Fishing
$357M in assets, 4,218 participants
Cooperative Pension / Savings Board's Cooperative Savings Plan reported $357M in total assets and 4,218 participants in its 2022 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.
- #1,514 in Agriculture, Forestry & Fishing (1,523 peers)
Coverage in Indiana
Cooperative Savings Plan covers 4,218 participants in Indiana, 7.8x the typical Indiana plan (state average ~541 per filing). Assets: $357M.
- #1,514
- in Agriculture, Forestry & Fishing (1,523 peers)
- -7.0%
- assets change YoY
- 3.6×
- vs typical plan assets (national mean)
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.
Cooperative Savings Plan's outsized position by total assets
Cooperative Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$356,681,292 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cooperative Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cooperative Savings Plan lands in the large band (4,218 participants).
Published 5500 schedule card
Filing strip 311257147 · Cooperative Pension / Savings Board PY 2022 · 401(k)
Cooperative Savings Plan · $357M · 4,218 · 97th
- EIN $357M
- EIN 4,218
- EIN 97th
- EIN 401(k)
- EIN near Cwt 401(k) Plan
- EIN ind #1514
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Indiana →
Cooperative Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $357M |
| Net Income | -$71M |
| Employer EIN | 311257147 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cooperative Pension / Savings Board)
Sponsor-wide plan assets over time
All Cooperative Pension / Savings Board plans reported in each filing year
- Latest sponsor-wide plan assets
- $685M 20.13553419679547% vs 2022
- 2024 filing year
| 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.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Cooperative Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Cwt 401(k) Plan in MN ($357M); by covered participants it is Ruby Tuesday Salary Deferral Plan in TN (4,217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($357M here).
- Cwt 401(k) Plan (MN) $357M · 2,708
- First Quality Savings and Investment Plan (NY) $357M · 3,971
- Employee Savings Plan for Graham Packagin (PA) $357M · 3,792
- National Veterinary Associates, Inc. 401(k) Plan (CA) $356M · 50,007
Similar participant headcount
Nearest other-state filings by covered participants (4,218 participants); asset peers above are excluded.
- Ruby Tuesday Salary Deferral Plan (TN) 4,217 · 1 off
- Teijin Automotive Technologies 401(k) Plan (MI) 4,217 · 1 off
- The Leslie's Poolmart, Inc. 401(k) Savings Plan (AZ) 4,220 · 2 off
- Outreach Health Services 401(k) Plan (TX) 4,216 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.