401(k) · DOL Form 5500 · 2022

Milk Source, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
531
Participants Below avg headcount
59th
Percentile by assets National rank
$14,472
Avg per participant Low balance/head
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Official DOL plan name: Milk Source Companies Retirement Plan · Sponsored by Milk Source, LLC · Wisconsin · Agriculture, Forestry & Fishing

$8M in assets, 531 participants

Milk Source, LLC's Milk Source Companies Retirement Plan reported $8M in total assets and 531 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,005 in Agriculture, Forestry & Fishing (1,523 peers)

Milk Source, LLC multi-year trail

Milk Source, LLC's plans moved +50.9% in assets from 2022 to 2024; this filing shows Milk Source Companies Retirement Plan at $8M / 531 participants.

#1,005
in Agriculture, Forestry & Fishing (1,523 peers)
-24.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milk Source Companies Retirement Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Milk Source Companies Retirement Plan vs every filed plan by assets

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

$7,684,557 Top 41% higher than 59% 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

Milk Source Companies Retirement 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. Milk Source Companies Retirement Plan sits mid-pack in the medium band (531 participants).

DOL schedule card

Filing strip 391954636 · Milk Source, LLC PY 2022 · 401(k)

Milk Source Companies Retirement Plan · $8M · 531 · 59th

  • EBSA $8M
  • EBSA 531
  • EBSA 59th
  • EBSA 401(k)
  • EBSA near The Endicott Group Profit Sharing Plan
  • EBSA ind #1005

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 Wisconsin →

Milk Source Companies Retirement Plan in the asset neighbourhood

Milk Source Companies Retirement PlanMilk Source Companies Retire…$8MThe Endicott Group Profit Sharing PlanThe Endicott Group Profit Sh…$8MNmr 401(k) Plan$8MCentral Boat Rentals, Inc. Retirement Plan and TrustCentral Boat Rentals, Inc. R…$8MMeckley's Limestone, Inc. 401(k) Profit Sharing PlanMeckley's Limestone, Inc. 40…$8M
End-of-year total assets ($M) among Milk Source Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Milk Source, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Milk Source, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 50.94175240030102% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.68M $11.6M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 531 $8M
2023 1 418 $9M
2024 1 403 $12M

Milk Source, LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN391954636
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Milk Source Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Milk Source Companies Retirement Plan, Total assets ($B): 0.007684557 · Participants: 531Milk Source Companies Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Milk Source Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Milk Source Companies Retirement Plan side-by-side with 3 peers →

Milk Source Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Endicott Group Profit Sharing Plan in NY ($8M); by covered participants it is Pixelle Specialty Solutions LLC 401(k) Savings Plan C in PA (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 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 Milk Source Companies Retirement Plan assets move in 2022? ▼
Milk Source Companies Retirement Plan declined sharply - down 24.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Milk Source, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milk Source, LLC's sponsor-wide assets grew 50.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Milk Source Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Endicott Group Profit Sharing Plan in NY ($8M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Milk Source Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pixelle Specialty Solutions LLC 401(k) Savings Plan C in PA (531 participants, N/A 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 391954636.

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.