Defined Benefit (Pension) · DOL Form 5500 · 2022

Holstein Association USA, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
48
Participants Small participant base
68th
Percentile by assets National rank
$249,950
Avg per participant Above avg balance/head
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Official DOL plan name: Holstein Association USA, Inc. Amended and Restated Pension Plan · Sponsored by Holstein Association USA, Inc. · Vermont · Agriculture, Forestry & Fishing

$12M in assets, 48 participants

Holstein Association USA, Inc.'s Holstein Association USA, Inc. Amended and Restated Pension Plan reported $12M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,150 in Agriculture, Forestry & Fishing (1,523 peers)

Holstein Association USA, Inc. multi-year trail

Holstein Association USA, Inc.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows Holstein Association USA, Inc. Amended and Restated Pension Plan at $12M / 48 participants.

#1,150
in Agriculture, Forestry & Fishing (1,523 peers)
-22.8%
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.

Holstein Association USA, Inc. Amended and Restated Pension Plan's outsized position by total assets

Holstein Association USA, Inc. Amended and Restated Pension Plan vs every filed plan by assets

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

$11,997,584 Top 32% higher than 68% 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. Amended and Restated Pension 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. Amended and Restated Pension Plan is a small filing (48 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 030130760 · Holstein Association USA, Inc. PY 2022 · Defined Benefit (Pension)

Holstein Association USA, Inc. Amended and Restated Pension Plan · $12M · 48 · 68th

  • NET $12M
  • NET 48
  • NET 68th
  • NET Defined Benefit (Pension)
  • NET near Kerr Group, Inc. Retirement Income Plan I
  • NET ind #1150

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 Vermont →

Holstein Association USA, Inc. Amended and Restated Pension Plan in the asset neighbourhood

Houston Area Teamsters Pension FundHouston Area Teamsters Pensi…$12MCohen & Company Cash Balance PlanCohen & Company Cash Balance…$12MHolstein Association USA, Inc. Amended and Restated Pension PlanHolstein Association USA, In…$12MKerr Group, Inc. Retirement Income Plan IKerr Group, Inc. Retirement …$12MRetirement Plan for Bargaining Employees of Hale MakuaRetirement Plan for Bargaini…$12M
End-of-year total assets ($M) among Holstein Association USA, Inc. Amended and Restated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Holstein Association USA, Inc. multi-year asset trail

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

Holstein Association USA, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN030130760
Plan Effective Date1953-08-17
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Vermont

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Holstein Association USA, Inc. Amended and Restated Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Holstein Association USA, Inc. Amended and Restated Pension Plan, Total assets ($M): 11.997584 · Participants: 48Holstein Association USA, Inc. Amended and Restated Pension PlanNational Life Group Pension Plan for Employees, Total assets ($M): 309.71996 · Participants: 856National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 136.737986 · Participants: 284Employees' Retirement Plan of Green Mountain Power CorporationCentral Vermont Medical Center Employees Pension Plan, Total assets ($M): 124.741794 · Participants: 403Central Vermont Medical Center Employees Pension PlanThe Rutland Hospital, Inc. Ret. Income Plan, Total assets ($M): 100.90122 · Participants: 240The Rutland Hospital, Inc. Ret. Income PlanNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 61.215941 · Participants: 354Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont
Holstein Association USA, Inc. Amended and Restated Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
Compare Holstein Association USA, Inc. Amended and Restated Pension Plan side-by-side with 3 peers →

Holstein Association USA, Inc. Amended and Restated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Kerr Group, Inc. Retirement Income Plan I in IN ($12M); by covered participants it is Victorinox Swiss Army, Inc. Defined Benefit Pension Plan in CT (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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. Amended and Restated Pension Plan assets move in 2022? ▼
Holstein Association USA, Inc. Amended and Restated Pension Plan declined sharply - down 22.8% during 2022, from $16M to $12M. Reported net income was -$4M.
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.
Which Defined Benefit (Pension) plans are similar in size to Holstein Association USA, Inc. Amended and Restated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kerr Group, Inc. Retirement Income Plan I in IN ($12M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holstein Association USA, Inc. Amended and Restated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Victorinox Swiss Army, Inc. Defined Benefit Pension Plan in CT (48 participants, $6M 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.