Money Purchase · DOL Form 5500 · 2022
United Dairy Farmers, Inc. Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 659
- Participants
- 72nd
- Percentile by assets
- $21,995
- Avg per participant
Official DOL plan name: United Dairy Farmers, Inc. Money Purchase Pension Plan · Sponsored by United Dairy Farmers, Inc. · Ohio · Retail Trade
$14M in assets, 659 participants
United Dairy Farmers, Inc.'s United Dairy Farmers, Inc. Money Purchase Pension Plan reported $14M in total assets and 659 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,126 plans)
- #7,835 in Retail Trade (9,519 peers)
United Dairy Farmers, Inc. multi-year trail
United Dairy Farmers, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows United Dairy Farmers, Inc. Money Purchase Pension Plan at $14M / 659 participants.
- $14M
- total plan assets (2022 EOY)
- 659
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $21,995
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Dairy Farmers, Inc. across 3 plan years on file
Across the 3 plan years United Dairy Farmers, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $49M to $60M, a gain of 24.6%, while reported participants moved from 2,561 to 2,630 (+2.7%). Peak year by sponsor assets: 2024 ($60M); trough: 2022 ($49M).
United Dairy Farmers, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,561 | $49M |
| 2023 | 2 | 2,653 | $56M |
| 2024 | 2 | 2,630 | $60M |
United Dairy Farmers, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 311361170 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
United Dairy Farmers, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to United Dairy Farmers, Inc. Money Purchase Pension Plan by total assets, not by location.
- Illinois Valley Community Hospital Defined Contribution Retirement Plan (IL) $15M · 364
- Defined Contribution Pension Plan for the Employees of Children's Home Society of California (CA) $14M · 201
- Retirement Plan for Employees of Graham Windham Services to Families (NY) $15M · 335
- The Richland Hospital, Inc. Money Purchase Plan (WI) $15M · 342
Frequently Asked Questions
How did United Dairy Farmers, Inc. Money Purchase Pension Plan assets move in 2022? ▼
How have United Dairy Farmers, Inc. plan assets changed over time? ▼
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Multi-year trail
Ways to act on United Dairy Farmers, Inc. Money Purchase Pension Plan's numbers.
- By total assets, United Dairy Farmers, Inc. Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- United Dairy Farmers, Inc.'s sponsor-wide assets have grown 24.6% since 2022 across 3 plan years on file. More Retail Trade plans