401(k) · DOL Form 5500 · 2022
Independent Pharmacy Cooperative 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $94,689
- Avg per participant Below avg balance/head
Official DOL plan name: Independent Pharmacy Cooperative Retirement Savings Plan · Sponsored by Independent Pharmacy Cooperative · Wisconsin · Wholesale Trade
$16M in assets, 168 participants
Independent Pharmacy Cooperative's Independent Pharmacy Cooperative Retirement Savings Plan reported $16M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #4,771 in Wholesale Trade (6,843 peers)
Coverage in Wisconsin
Independent Pharmacy Cooperative Retirement Savings Plan covers 168 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.
- #4,771
- in Wholesale Trade (6,843 peers)
- -21.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Independent Pharmacy Cooperative Retirement Savings Plan's outsized position by total assets
Independent Pharmacy Cooperative Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,907,677 Top 26% higher than 74% 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
Independent Pharmacy Cooperative Retirement Savings 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. Independent Pharmacy Cooperative Retirement Savings Plan sits mid-pack in the medium band (168 participants).
Form 5500 schedule snapshot
Filing strip 391500389 · Independent Pharmacy Cooperative PY 2022 · 401(k)
Independent Pharmacy Cooperative Retirement Savings Plan · $16M · 168 · 74th
- BOY $16M
- BOY 168
- BOY 74th
- BOY 401(k)
- BOY near Walters Gardens, Inc. 401(k) Profit Sharing Plan
- BOY ind #4771
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Independent Pharmacy Cooperative Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 391500389 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independent Pharmacy Cooperative)
Sponsor-wide plan assets over time
All Independent Pharmacy Cooperative plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 25.106003849587843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $16M |
| 2023 | 1 | 135 | $18M |
| 2024 | 1 | 155 | $20M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Independent Pharmacy Cooperative Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Walters Gardens, Inc. 401(k) Profit Sharing Plan in MI ($16M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Walters Gardens, Inc. 401(k) Profit Sharing Plan (MI) $16M · 165
- Noom, Inc. 401(k) Plan (NY) $16M · 3,073
- Vail-Summit Orthopaedics, PC 401(k) Profit Sharing Plan (CO) $16M · 100
- Grafton School Incorporated Retirement Plan (VA) $16M · 562
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Mmi-Es 401(k) Retirement Plan (MI) 168 · 0 off
- Tierney Brothers, Inc. Profit Sharing Plan and 401(k) Plan (MN) 168 · 0 off
- Femco Machine Co. 401(k) Plan (PA) 168 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.