Money Purchase · DOL Form 5500 · 2022

Dairy Union Employees Benefit Fund Trustees Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
31st
Percentile by assets National rank
$72,042
Avg per participant Below avg balance/head
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Official DOL plan name: Dairy Union Employees Benefit Plan · Sponsored by Dairy Union Employees Benefit Fund Trustees · Ohio · Manufacturing

$2M in assets, 23 participants

Dairy Union Employees Benefit Fund Trustees's Dairy Union Employees Benefit Plan reported $2M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,185 in Manufacturing (20,602 peers)

2022 asset change

Dairy Union Employees Benefit Plan declined sharply 23.2% in 2022 ($2M → $2M) for 23 participants.

#3,185
in Manufacturing (20,602 peers)
-23.2%
assets change YoY

The plan reported a net loss of $500K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dairy Union Employees Benefit Plan among the smaller filed plans by assets

Dairy Union Employees Benefit Plan vs every filed plan by assets

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

$1,656,968 31st percentile higher than 31% 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

Dairy Union Employees Benefit Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dairy Union Employees Benefit Plan is a small filing (23 participants) on this national headcount ladder.

DOL schedule card

Filing strip 341258908 · Dairy Union Employees Benefit Fund Trustees PY 2022 · Money Purchase

Dairy Union Employees Benefit Plan · $2M · 23 · 31st

  • TYPE $2M
  • NET 23
  • BOOK 31st
  • VS-ST Money Purchase
  • BOY near Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian
  • SCH ind #3185

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 Manufacturing retirement plans → · Plans in Ohio →

Dairy Union Employees Benefit Plan in the asset neighbourhood

Michael V. Goldman, Dds, Ms, Chartered Retirement PlanMichael V. Goldman, Dds, Ms,…$2MEduardo Mccormack Retirement PlanEduardo Mccormack Retirement…$2MEduardo Mccormack Retirement PlanEduardo Mccormack Retirement…$2MDairy Union Employees Benefit PlanDairy Union Employees Benefi…$2MMoises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$2M
End-of-year total assets ($M) among Dairy Union Employees Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Dairy Union Employees Benefit Fund Trustees years around the 2022 move

Sponsor-wide plan assets over time

All Dairy Union Employees Benefit Fund Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.157832860984642% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M 202220232024 $1.66M $1.78M ▲ +7.2%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 29 $2M
2024 1 25 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$500K
Employer EIN341258908
Plan Effective Date1950-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Dairy Union Employees Benefit Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Dairy Union Employees Benefit Plan, Total assets ($B): 0.001656968 · Participants: 23Dairy Union Employees Benefit 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
Dairy Union Employees Benefit Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Dairy Union Employees Benefit Plan side-by-side with 3 peers →

Dairy Union Employees Benefit Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY ($2M); by covered participants it is Air Force Aid Society Pension Plan in VA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Dairy Union Employees Benefit Plan assets move in 2022? ▼
Dairy Union Employees Benefit Plan declined sharply - down 23.2% during 2022, from $2M to $2M. Reported net income was -$500K.
How have Dairy Union Employees Benefit Fund Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dairy Union Employees Benefit Fund Trustees's sponsor-wide assets grew 7.2%, from $2M to $2M.
Which Money Purchase plans are similar in size to Dairy Union Employees Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Dairy Union Employees Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Air Force Aid Society Pension Plan in VA (23 participants, $4M 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 341258908.

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.