401(k) · DOL Form 5500 · 2022

United Cooperative 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
561
Participants Below avg headcount
89th
Percentile by assets National rank
$97,890
Avg per participant Below avg balance/head
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Official DOL plan name: United Cooperative 401(k) Plan · Sponsored by United Cooperative · Wisconsin · Agriculture, Forestry & Fishing

$55M in assets, 561 participants

United Cooperative's United Cooperative 401(k) Plan reported $55M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #1,431 in Agriculture, Forestry & Fishing (1,523 peers)

Where United Cooperative 401(k) Plan sits by assets

United Cooperative 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 561 participants (~$97,890/participant), down 19.1% in 2022.

#1,431
in Agriculture, Forestry & Fishing (1,523 peers)
-19.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Cooperative 401(k) Plan's outsized position by total assets

United Cooperative 401(k) Plan vs every filed plan by assets

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

$54,916,417 Top 11% higher than 89% 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

United Cooperative 401(k) 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. United Cooperative 401(k) Plan sits mid-pack in the medium band (561 participants).

Plan-year Form 5500 strip

Filing strip 390191260 · United Cooperative PY 2022 · 401(k)

United Cooperative 401(k) Plan · $55M · 561 · 89th

  • NET $55M
  • NET 561
  • NET 89th
  • NET 401(k)
  • NET near Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (ESOP)
  • NET ind #1431

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 →

United Cooperative 401(k) Plan in the asset neighbourhood

United Cooperative 401(k) PlanUnited Cooperative 401(k) Pl…$55MWestamerica Bancorporation Tax Deferred Savings/ Retirement Plan (ESOP)Westamerica Bancorporation T…$55MConway Medical Center 401(k) PlanConway Medical Center 401(k)…$55MEscalent, Inc. 401(k) Plan$55MBullhorn, Inc. 401(k) Profit Sharing Plan and TrustBullhorn, Inc. 401(k) Profit…$55M
End-of-year total assets ($M) among United Cooperative 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$55M
Net Income-$13M
Employer EIN390191260
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Cooperative)

Sponsor-wide plan assets over time

All United Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$70M 27.454325725584027% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.9M $70M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 561 $55M
2023 1 651 $64M
2024 1 486 $70M

Nearby 401(k) Plans in Wisconsin

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

United Cooperative 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants United Cooperative 401(k) Plan, Total assets ($B): 0.054916417 · Participants: 561United Cooperative 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
United Cooperative 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare United Cooperative 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (ESOP) in CA ($55M); by covered participants it is The Contractors Retirement Plan in PA (561 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (561 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 United Cooperative 401(k) Plan assets move in 2022? ▼
United Cooperative 401(k) Plan declined sharply - down 19.1% during 2022, from $68M to $55M. Reported net income was -$13M.
How have United Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Cooperative's sponsor-wide assets grew 27.5%, from $55M to $70M.
Where does United Cooperative 401(k) Plan rank by assets among Form 5500 filers? ▼
United Cooperative 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to United Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (ESOP) in CA ($55M, 623 participants).
Which 401(k) plans cover a similar participant headcount to United Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in PA (561 participants, $7M 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 390191260.

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.