401(k) · DOL Form 5500 · 2022
United Dairy Farmers, Inc. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 1,902
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $17,897
- Avg per participant Low balance/head
Official DOL plan name: United Dairy Farmers, Inc. Incentive Savings Plan · Sponsored by United Dairy Farmers, Inc. · Ohio · Retail Trade
$34M in assets, 1,902 participants
United Dairy Farmers, Inc.'s United Dairy Farmers, Inc. Incentive Savings Plan reported $34M in total assets and 1,902 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #8,685 in Retail Trade (9,519 peers)
Coverage in Ohio
United Dairy Farmers, Inc. Incentive Savings Plan covers 1,902 participants in Ohio, 2.5x the typical Ohio plan (state average ~765 per filing). Assets: $34M.
- #8,685
- in Retail Trade (9,519 peers)
- -13.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Dairy Farmers, Inc. Incentive Savings Plan's outsized position by total assets
United Dairy Farmers, Inc. Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,040,326 Top 16% higher than 84% of 139,123 filed plans
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. Incentive Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Dairy Farmers, Inc. Incentive Savings Plan lands in the large band (1,902 participants).
Form 5500 schedule snapshot
Filing strip 311361170 · United Dairy Farmers, Inc. PY 2022 · 401(k)
United Dairy Farmers, Inc. Incentive Savings Plan · $34M · 1,902 · 84th
- BOOK $34M
- VS-ST 1,902
- BOY 84th
- SCH 401(k)
- EBSA near Ritter Communications 401(k) Retirement Plan
- PART ind #8685
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. Incentive Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$5M |
| Employer EIN | 311361170 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Dairy Farmers, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,561 | $49M |
| 2023 | 2 | 2,653 | $56M |
| 2024 | 2 | 2,630 | $60M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
United Dairy Farmers, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ritter Communications 401(k) Retirement Plan in AR ($34M); by covered participants it is Mariner Finance LLC 401(k) Plan in MD (1,902 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Ritter Communications 401(k) Retirement Plan (AR) $34M · 399
- Emc/Woodfin 401(k) Plan (VA) $34M · 1,104
- The Maschhoffs 401(k) Plan (IL) $34M · 770
- Graubard Miller Salary Savings Plan (NY) $34M · 41
Similar participant headcount
Nearest other-state filings by covered participants (1,902 participants); asset peers above are excluded.
- Mariner Finance LLC 401(k) Plan (MD) 1,902 · 0 off
- Qualtek Services Retirement Plan (PA) 1,902 · 0 off
- Cardworks Inc. 401(k) Retirement Plan (NY) 1,902 · 0 off
- Tredegar Corporation Retirement Savings Plan (VA) 1,901 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.