Money Purchase · DOL Form 5500 · 2022
Dairy Union Employees Benefit Fund Trustees Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 23
- Participants
- 31st
- Percentile by assets
- $72,042
- Avg per participant
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.
- 31st percentile by assets (of 139,126 plans)
- #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.
- $2M
- total plan assets (2022 EOY)
- 23
- covered participants
- 31st
- percentile by assets (of 139,126 plans)
- $72,042
- avg assets per participant
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.
Where Dairy Union Employees Benefit Plan sits by total 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
2022 asset move for Dairy Union Employees Benefit Plan
Year over year, total assets declined sharply from $2M at the start of 2022 to $2M at year-end (down 23.2%). Net assets closed at $2M; reported net income -$500K.
Dairy Union Employees Benefit Fund Trustees years around the 2022 move
| 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 EIN | 341258908 |
| Plan Effective Date | 1950-12-01 |
| Filing Status | FILING 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
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Dairy Union Employees Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Dairy Union Employees Benefit Plan assets move in 2022? ▼
How have Dairy Union Employees Benefit Fund Trustees plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Dairy Union Employees Benefit Plan? ▼
Next read for Dairy Union Employees Benefit Plan
2022 change
Ways to act on Dairy Union Employees Benefit Plan's numbers.
- By total assets, Dairy Union Employees Benefit Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Dairy Union Employees Benefit Fund Trustees's sponsor-wide assets have grown 7.2% since 2022 across 3 plan years on file. More Manufacturing plans