401(k) · DOL Form 5500 · 2022

Holstein Association USA, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
93
Participants Small participant base
77th
Percentile by assets National rank
$216,707
Avg per participant Above avg balance/head
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Official DOL plan name: Holstein Association USA, Inc. Retirement Savings Plan · Sponsored by Holstein Association USA, Inc. · Vermont · Other Services

$20M in assets, 93 participants

Holstein Association USA, Inc.'s Holstein Association USA, Inc. Retirement Savings Plan reported $20M in total assets and 93 participants in its 2022 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.

  • #7,378 in Other Services (8,398 peers)

Where Holstein Association USA, Inc. Retirement Savings Plan sits by assets

Holstein Association USA, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $20M for 93 participants (~$216,707/participant), down 21.9% in 2022.

#7,378
in Other Services (8,398 peers)
-21.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holstein Association USA, Inc. Retirement Savings Plan's outsized position by total assets

Holstein Association USA, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,153,781 Top 23% higher than 77% of 139,123 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 2022

Holstein Association USA, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holstein Association USA, Inc. Retirement Savings Plan is a small filing (93 participants) on this national headcount ladder.

DOL schedule card

Filing strip 030130760 · Holstein Association USA, Inc. PY 2022 · 401(k)

Holstein Association USA, Inc. Retirement Savings Plan · $20M · 93 · 77th

  • PHOTO $20M
  • PHOTO 93
  • PHOTO 77th
  • PHOTO 401(k)
  • PHOTO near Tri Holdco., Inc. 401(k) Plan
  • PHOTO ind #7378

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 Other Services retirement plans → · Plans in Vermont →

Holstein Association USA, Inc. Retirement Savings Plan in the asset neighbourhood

Tait & Associates, Inc. 401(k) Savings PlanTait & Associates, Inc. 401(…$20MHolstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$20MTri Holdco., Inc. 401(k) Plan$20MVentiv Technology Inc. 401(k) PlanVentiv Technology Inc. 401(k…$20MSms Assist, L.L.C. 401(k) PlanSms Assist, L.L.C. 401(k) Pl…$20M
End-of-year total assets ($M) among Holstein Association USA, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$20M
Net Income-$6M
Employer EIN030130760
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holstein Association USA, Inc.)

Sponsor-wide plan assets over time

All Holstein Association USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 18.869624975487042% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.2M $38.2M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 141 $32M
2023 2 129 $35M
2024 2 131 $38M

Nearby 401(k) Plans in Vermont

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

Holstein Association USA, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Holstein Association USA, Inc. Retirement Savings Plan, Total assets ($B): 0.020153781 · Participants: 93Holstein Association USA, Inc. Retirement Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Holstein Association USA, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Holstein Association USA, Inc. Retirement Savings Plan side-by-side with 3 peers →

Holstein Association USA, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Tri Holdco., Inc. 401(k) Plan in CA ($20M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Holstein Association USA, Inc. Retirement Savings Plan assets move in 2022? ▼
Holstein Association USA, Inc. Retirement Savings Plan declined sharply - down 21.9% during 2022, from $26M to $20M. Reported net income was -$6M.
How have Holstein Association USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holstein Association USA, Inc.'s sponsor-wide assets grew 18.9%, from $32M to $38M.
Where does Holstein Association USA, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Holstein Association USA, Inc. Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Holstein Association USA, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri Holdco., Inc. 401(k) Plan in CA ($20M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Holstein Association USA, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants, $332K in assets).

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 030130760.

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.