401(k) · DOL Form 5500 · 2022

Allied Cooperative 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
205
Participants Below avg headcount
78th
Percentile by assets National rank
$101,003
Avg per participant Below avg balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Allied Cooperative · Wisconsin · Agriculture, Forestry & Fishing

$21M in assets, 205 participants

Allied Cooperative's Co-Op 401(k) Plan reported $21M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,298 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Wisconsin

Co-Op 401(k) Plan covers 205 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $21M.

#1,298
in Agriculture, Forestry & Fishing (1,523 peers)
-17.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Co-Op 401(k) Plan's outsized position by total assets

Co-Op 401(k) Plan vs every filed plan by assets

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

$20,705,604 Top 22% higher than 78% 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

Co-Op 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. Co-Op 401(k) Plan sits mid-pack in the medium band (205 participants).

Form 5500 schedule snapshot

Filing strip 390765674 · Allied Cooperative PY 2022 · 401(k)

Co-Op 401(k) Plan · $21M · 205 · 78th

  • BOOK $21M
  • BOOK 205
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near National Presort, LP Profit Sharing Plan
  • BOOK ind #1298

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 →

Co-Op 401(k) Plan in the asset neighbourhood

Co-Op 401(k) Plan$21MNational Presort, LP Profit Sharing PlanNational Presort, LP Profit …$21MHitachi Metals America, Ltd. 401(k) Savings PlanHitachi Metals America, Ltd.…$21MKamax Inc. 401(k) Savings PlanKamax Inc. 401(k) Savings Pl…$21MWoodward Design + Build, LLC 401(k) Profit SharingWoodward Design + Build, LLC…$21M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN390765674
Plan Effective Date1955-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Cooperative)

Sponsor-wide plan assets over time

All Allied Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $20.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 205 $21M
2023 1 197 N/A

Nearby 401(k) Plans in Wisconsin

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

Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.020705604 · Participants: 205Co-Op 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
Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is National Presort, LP Profit Sharing Plan in TX ($21M); by covered participants it is Fresh Venture Foods 401(k) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Co-Op 401(k) Plan assets move in 2022? ▼
Co-Op 401(k) Plan declined sharply - down 17.7% during 2022, from $25M to $21M. Reported net income was -$4M.
Where does Co-Op 401(k) Plan rank by assets among Form 5500 filers? ▼
Co-Op 401(k) Plan ranks in the 78th 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 Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Presort, LP Profit Sharing Plan in TX ($21M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fresh Venture Foods 401(k) Plan in CA (205 participants, N/A 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 390765674.

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.