ESOP
2022 plan-year ESOP DOL Form 5500

UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED DAIRY FARMERS, INC.

This ESOP plan holds $14M in total assets and serves 659 participants as of 2022. It is sponsored by UNITED DAIRY FARMERS, INC. in Ohio. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$14M
Participants
659
State
Industry
Retail Trade

What the Filing Says About UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN

UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN is a ESOP retirement plan sponsored by UNITED DAIRY FARMERS, INC., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 659 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 311361170, and the plan has been effective since 1952-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2022 to $14M at year-end — a decline of 16.9%. Net assets (after liabilities) closed the year at $14M, with reported net income of $-2,955,495 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$-2,955,495
Plan TypeESOP
Employer EIN311361170
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED DAIRY FARMERS, INC.)

Year Plans Participants Total Assets
2022 2 2,561 $49M
2023 2 2,653 $56M
2024 2 2,630 $60M

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Frequently Asked Questions

How much money is in the UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN?
As of the 2022 Form 5500 filing, UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN holds $14M in total assets with 659 participants. It is sponsored by UNITED DAIRY FARMERS, INC..
What type of plan is UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN?
UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN is a ESOP plan. It has been effective since 1952-01-01. The plan is filed with the U.S. Department of Labor under EIN 311361170.
Who sponsors the UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN?
UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN is sponsored by UNITED DAIRY FARMERS, INC., located in Ohio. The sponsor's EIN is 311361170 and the plan operates in the Retail Trade industry.
How did UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN perform in 2022?
UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN declined by 16.9% during 2022, moving from $17M to $14M in total assets. Net income was $-2,955,495.
Where can I find official filings for UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN?
Official Form 5500 filings for UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311361170 or plan name at efast.dol.gov.
How does UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN compare to other plans?
You can compare UNITED DAIRY FARMERS, INC. MONEY PURCHASE PENSION PLAN against other ESOP plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 311361170.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.