Defined Benefit (Pension) · DOL Form 5500 · 2022

Jones Dairy Farm & Subsidiary Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
229
Participants Below avg headcount
65th
Percentile by assets National rank
$43,202
Avg per participant Low balance/head
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Official DOL plan name: Jones Dairy Farm Union Employees Pension Plan · Sponsored by Jones Dairy Farm & Subsidiary · Wisconsin · Manufacturing

$10M in assets, 229 participants

Jones Dairy Farm & Subsidiary's Jones Dairy Farm Union Employees Pension Plan reported $10M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,680 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Jones Dairy Farm Union Employees Pension Plan covers 229 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#10,680
in Manufacturing (20,602 peers)
-61.5%
assets change YoY

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jones Dairy Farm Union Employees Pension Plan's mid-pack asset rank among Manufacturing and all filers

Jones Dairy Farm Union Employees Pension Plan vs every filed plan by assets

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

$9,893,145 Top 35% higher than 65% 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

Jones Dairy Farm Union Employees Pension 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. Jones Dairy Farm Union Employees Pension Plan sits mid-pack in the medium band (229 participants).

Plan-year Form 5500 strip

Filing strip 390380850 · Jones Dairy Farm & Subsidiary PY 2022 · Defined Benefit (Pension)

Jones Dairy Farm Union Employees Pension Plan · $10M · 229 · 65th

  • RANK $10M
  • PHOTO 229
  • IND 65th
  • EOY Defined Benefit (Pension)
  • 5500 near Rcm Industries, Inc. Defined Benefit Pension Plan
  • ASSETS ind #10680

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 Wisconsin →

Jones Dairy Farm Union Employees Pension Plan in the asset neighbourhood

Rcm Industries, Inc. Defined Benefit Pension PlanRcm Industries, Inc. Defined…$10MI.a.T.S.E. Local 3 Pension PlanI.a.T.S.E. Local 3 Pension P…$10MJones Dairy Farm Union Employees Pension PlanJones Dairy Farm Union Emplo…$10MStroock & Stroock & Lavan LLP Pension Plan and Trust for PartnersStroock & Stroock & Lavan LL…$10MStroock & Stroock & Lavan LLP Pension Plan and Trust II for PartnersStroock & Stroock & Lavan LL…$10M
End-of-year total assets ($M) among Jones Dairy Farm Union Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$10M
Net Income-$16M
Employer EIN390380850
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Dairy Farm & Subsidiary)

Sponsor-wide plan assets over time

All Jones Dairy Farm & Subsidiary plans reported in each filing year

Latest sponsor-wide plan assets
$79M 21.448892172321283% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $65.2M $79.1M ▲ +21.5%
Year Plans Participants Total Assets
2022 4 745 $65M
2023 4 690 $73M
2024 4 678 $79M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jones Dairy Farm Union Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Jones Dairy Farm Union Employees Pension Plan, Total assets ($B): 0.009893145 · Participants: 229Jones Dairy Farm Union Employees Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Jones Dairy Farm Union Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Jones Dairy Farm Union Employees Pension Plan side-by-side with 3 peers →

Jones Dairy Farm Union Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Rcm Industries, Inc. Defined Benefit Pension Plan in IL ($10M); by covered participants it is Pernod Ricard USA, LLC Employees' Retirement Plan in NY (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Jones Dairy Farm Union Employees Pension Plan assets move in 2022? ▼
Jones Dairy Farm Union Employees Pension Plan contracted severely - down 61.5% during 2022, from $26M to $10M. Reported net income was -$16M.
How have Jones Dairy Farm & Subsidiary plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Dairy Farm & Subsidiary's sponsor-wide assets grew 21.4%, from $65M to $79M.
Which Defined Benefit (Pension) plans are similar in size to Jones Dairy Farm Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rcm Industries, Inc. Defined Benefit Pension Plan in IL ($10M, 72 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jones Dairy Farm Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pernod Ricard USA, LLC Employees' Retirement Plan in NY (229 participants, $264M 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 390380850.

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.