401(k)
2022 plan-year 401(k) DOL Form 5500

Ellsworth Cooperative Creamery Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ellsworth Cooperative Creamery · Wisconsin · Manufacturing

What the 2023 filing shows

Ellsworth Cooperative Creamery Retirement Savings Plan holds $9M for 187 participants — about $48,811 per participant, down 10.4% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
187
covered participants
$48,811
avg assets per participant
-10.4%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
187
State
Industry
Manufacturing

What the Filing Says About Ellsworth Cooperative Creamery Retirement Savings Plan

Ellsworth Cooperative Creamery Retirement Savings Plan is a 401(k) retirement plan sponsored by Ellsworth Cooperative Creamery, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 187 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 390262200, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $9M at year-end — a decline of 10.4%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,063,328 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)$10M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-1,063,328
Plan Type401(k)
Employer EIN390262200
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellsworth Cooperative Creamery)

Year Plans Participants Total Assets
2022 1 187 $9M
2023 1 231 $11M
2024 1 240 $14M

Nearby 401(k) Plans in Wisconsin

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Frequently Asked Questions

How much money is in the Ellsworth Cooperative Creamery Retirement Savings Plan?
As of the 2022 Form 5500 filing, Ellsworth Cooperative Creamery Retirement Savings Plan holds $9M in total assets with 187 participants. It is sponsored by Ellsworth Cooperative Creamery.
What type of plan is Ellsworth Cooperative Creamery Retirement Savings Plan?
Ellsworth Cooperative Creamery Retirement Savings Plan is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 390262200.
Who sponsors the Ellsworth Cooperative Creamery Retirement Savings Plan?
Ellsworth Cooperative Creamery Retirement Savings Plan is sponsored by Ellsworth Cooperative Creamery, located in Wisconsin. The sponsor's EIN is 390262200 and the plan operates in the Manufacturing industry.
How did Ellsworth Cooperative Creamery Retirement Savings Plan perform in 2022?
Ellsworth Cooperative Creamery Retirement Savings Plan declined by 10.4% during 2022, moving from $10M to $9M in total assets. Net income was $-1,063,328.
Where can I find official filings for Ellsworth Cooperative Creamery Retirement Savings Plan?
Official Form 5500 filings for Ellsworth Cooperative Creamery Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390262200 or plan name at efast.dol.gov.
How does Ellsworth Cooperative Creamery Retirement Savings Plan compare to other plans?
You can compare Ellsworth Cooperative Creamery Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 390262200.

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.

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