Money Purchase · DOL Form 5500 · 2022

United Dairy Farmers, Inc. Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
659
Participants Below avg headcount
72nd
Percentile by assets National rank
$21,995
Avg per participant Low balance/head
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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.

  • #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.

#7,835
in Retail Trade (9,519 peers)
-16.9%
assets change YoY

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. Money Purchase Pension Plan's outsized position by total assets

United Dairy Farmers, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$14,494,643 Top 28% higher than 72% 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 Dairy Farmers, Inc. Money Purchase Pension 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 Dairy Farmers, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (659 participants).

DOL schedule card

Filing strip 311361170 · United Dairy Farmers, Inc. PY 2022 · Money Purchase

United Dairy Farmers, Inc. Money Purchase Pension Plan · $14M · 659 · 72nd

  • SCH $14M
  • SCH 659
  • SCH 72nd
  • SCH Money Purchase
  • SCH near Illinois Valley Community Hospital Defined Contribution Retirement Plan
  • SCH ind #7835

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 Ohio →

United Dairy Farmers, Inc. Money Purchase Pension Plan in the asset neighbourhood

The Richland Hospital, Inc. Money Purchase PlanThe Richland Hospital, Inc. …$15MRetirement Plan for Employees of Graham Windham Services to FamiliesRetirement Plan for Employee…$15MIllinois Valley Community Hospital Defined Contribution Retirement PlanIllinois Valley Community Ho…$15MUnited Dairy Farmers, Inc. Money Purchase Pension PlanUnited Dairy Farmers, Inc. M…$14MDefined Contribution Pension Plan for the Employees of Children's Home Society of CaliforniaDefined Contribution Pension…$14M
End-of-year total assets ($M) among United Dairy Farmers, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

United Dairy Farmers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Dairy Farmers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 24.59983233944169% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.5M $60.5M ▲ +24.6%
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 EIN311361170
Plan Effective Date1952-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants United Dairy Farmers, Inc. Money Purchase Pension Plan, Total assets ($B): 0.014494643 · Participants: 659United Dairy Farmers, Inc. Money Purchase Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
United Dairy Farmers, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare United Dairy Farmers, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

United Dairy Farmers, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Illinois Valley Community Hospital Defined Contribution Retirement Plan in IL ($15M); by covered participants it is Iron Workers Local 395 Annuity Fund in IL (656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (659 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 Dairy Farmers, Inc. Money Purchase Pension Plan assets move in 2022? ▼
United Dairy Farmers, Inc. Money Purchase Pension Plan declined sharply - down 16.9% during 2022, from $17M to $14M. Reported net income was -$3M.
How have United Dairy Farmers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Dairy Farmers, Inc.'s sponsor-wide assets grew 24.6%, from $49M to $60M.
Which Money Purchase plans are similar in size to United Dairy Farmers, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Illinois Valley Community Hospital Defined Contribution Retirement Plan in IL ($15M, 364 participants).
Which Money Purchase plans cover a similar participant headcount to United Dairy Farmers, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Iron Workers Local 395 Annuity Fund in IL (656 participants, $52M 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 311361170.

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.