401(k) · DOL Form 5500 · 2022

Ag Valley Cooperative Non Stock 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
214
Participants Below avg headcount
49th
Percentile by assets National rank
$21,296
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Ubg 401(k) - Ag Valley Coop · Sponsored by Ag Valley Cooperative Non Stock · Nebraska · Agriculture, Forestry & Fishing

$5M in assets, 214 participants

Ag Valley Cooperative Non Stock's Ubg 401(k) - Ag Valley Coop reported $5M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

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

Coverage in Nebraska

Ubg 401(k) - Ag Valley Coop covers 214 participants in Nebraska, about 39% of the average Nebraska filer (state average ~552 per filing). Assets: $5M.

#805
in Agriculture, Forestry & Fishing (1,523 peers)
-25.1%
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.

Ubg 401(k) - Ag Valley Coop's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Ubg 401(k) - Ag Valley Coop vs every filed plan by assets

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

$4,557,327 49th percentile higher than 49% 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

Ubg 401(k) - Ag Valley Coop 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. Ubg 401(k) - Ag Valley Coop sits mid-pack in the medium band (214 participants).

EBSA filing schedule strip

Filing strip 470404632 · Ag Valley Cooperative Non Stock PY 2022 · 401(k)

Ubg 401(k) - Ag Valley Coop · $5M · 214 · 49th

  • TYPE $5M
  • NET 214
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near B & K Retirement Savings Plan
  • SCH ind #805

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 Nebraska →

Ubg 401(k) - Ag Valley Coop in the asset neighbourhood

Ubg 401(k) - Ag Valley Coop$5MB & K Retirement Savings Plan$5MCleary Construction 401(k) PlanCleary Construction 401(k) P…$5MIfco, Inc. 401(k) Profit Sharing PlanIfco, Inc. 401(k) Profit Sha…$5MMedical Answering Services, LLC 401(k) Profit Shar Ing PlanMedical Answering Services, …$5M
End-of-year total assets ($M) among Ubg 401(k) - Ag Valley Coop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN470404632
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Ubg 401(k) - Ag Valley Coop vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Ubg 401(k) - Ag Valley Coop, Total assets ($B): 0.004557327 · Participants: 214Ubg 401(k) - Ag Valley CoopHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Ubg 401(k) - Ag Valley Coop vs. nearby 401(k) plans in Nebraska, assets vs. participants

Ubg 401(k) - Ag Valley Coop's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is B & K Retirement Savings Plan in PA ($5M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Ubg 401(k) - Ag Valley Coop assets move in 2022?
Ubg 401(k) - Ag Valley Coop declined sharply - down 25.1% during 2022, from $6M to $5M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Ubg 401(k) - Ag Valley Coop?
Among 401(k) plans in other states, the closest by assets is B & K Retirement Savings Plan in PA ($5M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Ag Valley Coop?
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (214 participants, $9M in assets).