401(k) · DOL Form 5500 · 2022
Karoun Dairies, LLC 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 578
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $169,829
- Avg per participant Above avg balance/head
Official DOL plan name: Lactalis Dairy USA 401(k) Plan · Sponsored by Karoun Dairies, LLC · California · Manufacturing
$98M in assets, 578 participants
Karoun Dairies, LLC's Lactalis Dairy USA 401(k) Plan reported $98M in total assets and 578 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,290 in Manufacturing (20,602 peers)
Where Lactalis Dairy USA 401(k) Plan sits by assets
Lactalis Dairy USA 401(k) Plan sits in the top 10% of all filed plans by assets, $98M for 578 participants (~$169,829/participant), up 37.3% in 2022.
- #18,290
- in Manufacturing (20,602 peers)
- +37.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lactalis Dairy USA 401(k) Plan's outsized position by total assets
Lactalis Dairy USA 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$98,161,229 Top 7% higher than 93% 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
Lactalis Dairy USA 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lactalis Dairy USA 401(k) Plan sits mid-pack in the medium band (578 participants).
EBSA filing schedule strip
Filing strip 954343064 · Karoun Dairies, LLC PY 2022 · 401(k)
Lactalis Dairy USA 401(k) Plan · $98M · 578 · 93rd
- PHOTO $98M
- PHOTO 578
- PHOTO 93rd
- PHOTO 401(k)
- PHOTO near Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan
- PHOTO ind #18290
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 Manufacturing retirement plans → · Plans in California →
Lactalis Dairy USA 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $27M |
| Employer EIN | 954343064 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Karoun Dairies, LLC)
Sponsor-wide plan assets over time
All Karoun Dairies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 66.83386676016454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 578 | $98M |
| 2023 | 1 | 1,447 | $128M |
| 2024 | 1 | 1,611 | $164M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Lactalis Dairy USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan in OH ($98M); by covered participants it is The Sydell Group LLC 401(k) Plan in FL (578 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
Similar participant headcount
Nearest other-state filings by covered participants (578 participants); asset peers above are excluded.
- The Sydell Group LLC 401(k) Plan (FL) 578 · 0 off
- Jacksonville Transit Management Corporation 401(k) Plan (FL) 578 · 0 off
- Smarsh 401(k) Plan (OR) 578 · 0 off
- Immi Holdings, Inc. 401(k) Plan (IN) 578 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.