401(k) · DOL Form 5500 · 2022

Pagel's Ponderosa Dairy, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
126
Participants Small participant base
36th
Percentile by assets National rank
$17,945
Avg per participant Low balance/head
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Official DOL plan name: Pagel's Ponderosa 401(k) Plan · Sponsored by Pagel's Ponderosa Dairy, LLC · Wisconsin · Agriculture, Forestry & Fishing

$2M in assets, 126 participants

Pagel's Ponderosa Dairy, LLC's Pagel's Ponderosa 401(k) Plan reported $2M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

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

Coverage in Wisconsin

Pagel's Ponderosa 401(k) Plan covers 126 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.

#585
in Agriculture, Forestry & Fishing (1,523 peers)
-10.5%
assets change YoY

The plan reported a net loss of $265K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pagel's Ponderosa 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Pagel's Ponderosa 401(k) Plan vs every filed plan by assets

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

$2,261,036 36th percentile higher than 36% 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

Pagel's Ponderosa 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. Pagel's Ponderosa 401(k) Plan sits mid-pack in the medium band (126 participants).

DOL schedule card

Filing strip 391995061 · Pagel's Ponderosa Dairy, LLC PY 2022 · 401(k)

Pagel's Ponderosa 401(k) Plan · $2M · 126 · 36th

  • PART $2M
  • TYPE 126
  • NET 36th
  • BOOK 401(k)
  • VS-ST near Dolphin Hotel Management 401(k) Plan
  • BOY ind #585

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 →

Pagel's Ponderosa 401(k) Plan in the asset neighbourhood

Pagel's Ponderosa 401(k) Plan$2MDolphin Hotel Management 401(k) PlanDolphin Hotel Management 401…$2MOcean Express, LLC 401(k) PlanOcean Express, LLC 401(k) Pl…$2MWilliam T. Brooks and Associates, Inc. 401(k) Profit Sharing PlanWilliam T. Brooks and Associ…$2MOdin 401(k) Plan$2M
End-of-year total assets ($M) among Pagel's Ponderosa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$265K
Employer EIN391995061
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Pagel's Ponderosa 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Pagel's Ponderosa 401(k) Plan, Total assets ($B): 0.002261036 · Participants: 126Pagel's Ponderosa 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
Pagel's Ponderosa 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Dolphin Hotel Management 401(k) Plan in CA ($2M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Pagel's Ponderosa 401(k) Plan assets move in 2022?
Pagel's Ponderosa 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $3M to $2M. Reported net income was -$265K.
Which 401(k) plans are similar in size to Pagel's Ponderosa 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dolphin Hotel Management 401(k) Plan in CA ($2M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Pagel's Ponderosa 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants, N/A in assets).