401(k) · DOL Form 5500 · 2022

New Horizons Supply Cooperative 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
94
Participants Small participant base
57th
Percentile by assets National rank
$71,311
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Co-Op 401(k) Plan · Sponsored by New Horizons Supply Cooperative · Wisconsin · Retail Trade

$7M in assets, 94 participants

New Horizons Supply Cooperative's Co-Op 401(k) Plan reported $7M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #6,347 in Retail Trade (9,519 peers)

New Horizons Supply Cooperative multi-year trail

New Horizons Supply Cooperative's plans moved +34.0% in assets from 2022 to 2024; this filing shows Co-Op 401(k) Plan at $7M / 94 participants.

#6,347
in Retail Trade (9,519 peers)
-22.5%
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.

Co-Op 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Co-Op 401(k) Plan vs every filed plan by assets

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

$6,703,187 Top 43% higher than 57% 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

Co-Op 401(k) 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. Co-Op 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391663129 · New Horizons Supply Cooperative PY 2022 · 401(k)

Co-Op 401(k) Plan · $7M · 94 · 57th

  • 5500 $7M
  • ASSETS 94
  • PCT 57th
  • EIN 401(k)
  • RANK near Unity Medical Center 401(k) Profit Sharing Plan
  • PHOTO ind #6347

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 Retail Trade retirement plans → · Plans in Wisconsin →

Co-Op 401(k) Plan in the asset neighbourhood

Co-Op 401(k) Plan$7MUnity Medical Center 401(k) Profit Sharing PlanUnity Medical Center 401(k) …$7MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$7MAim 401(k) Smart Plan$7MThe Rms 401(k) Plan$7M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Horizons Supply Cooperative multi-year asset trail

Sponsor-wide plan assets over time

All New Horizons Supply Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.00287057484746% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.7M $8.98M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 94 $7M
2023 1 92 $8M
2024 1 94 $9M

New Horizons Supply Cooperative filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN391663129
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.006703187 · Participants: 94Co-Op 401(k) 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
Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

Co-Op 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Unity Medical Center 401(k) Profit Sharing Plan in ND ($7M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Co-Op 401(k) Plan assets move in 2022? ▼
Co-Op 401(k) Plan declined sharply - down 22.5% during 2022, from $9M to $7M. Reported net income was -$2M.
How have New Horizons Supply Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Horizons Supply Cooperative's sponsor-wide assets grew 34.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unity Medical Center 401(k) Profit Sharing Plan in ND ($7M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 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 391663129.

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.