401(k) · DOL Form 5500 · 2022

Wapsie Valley Creamery, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
108
Participants Small participant base
65th
Percentile by assets National rank
$91,403
Avg per participant Below avg balance/head
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Official DOL plan name: Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust · Sponsored by Wapsie Valley Creamery, Inc. · Iowa · Agriculture, Forestry & Fishing

$10M in assets, 108 participants

Wapsie Valley Creamery, Inc.'s Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust reported $10M in total assets and 108 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.

  • #1,092 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Iowa

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust covers 108 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $10M.

#1,092
in Agriculture, Forestry & Fishing (1,523 peers)
-14.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,871,547 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

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust 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. Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (108 participants).

Published 5500 schedule card

Filing strip 420582210 · Wapsie Valley Creamery, Inc. PY 2022 · 401(k)

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust · $10M · 108 · 65th

  • ASSETS $10M
  • PCT 108
  • EIN 65th
  • RANK 401(k)
  • PHOTO near Ek Health Services, Inc. 401(k) Profit Sharing Plan
  • IND ind #1092

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 Iowa →

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Wapsie Valley Creamery, Inc. Profit Sharing Plan and TrustWapsie Valley Creamery, Inc.…$10MEk Health Services, Inc. 401(k) Profit Sharing PlanEk Health Services, Inc. 401…$10MPhillips Foods, Inc. 401(k) Profit Sharing PlanPhillips Foods, Inc. 401(k) …$10MGoodwill Industries of the Southern Piedmont, Inc. Retirement PlanGoodwill Industries of the S…$10MJdm Technology Group 401(k) PlanJdm Technology Group 401(k) …$10M
End-of-year total assets ($M) among Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN420582210
Plan Effective Date1972-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wapsie Valley Creamery, Inc.)

Sponsor-wide plan assets over time

All Wapsie Valley Creamery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 27.799371263693523% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.87M $12.6M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 108 $10M
2023 1 109 $11M
2024 1 110 $13M

Nearby 401(k) Plans in Iowa

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

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.009871547 · Participants: 108Wapsie Valley Creamery, Inc. Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ek Health Services, Inc. 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust assets move in 2022?
Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust pulled back noticeably - down 14.0% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Wapsie Valley Creamery, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wapsie Valley Creamery, Inc.'s sponsor-wide assets grew 27.8%, from $10M to $13M.
Which 401(k) plans are similar in size to Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Ek Health Services, Inc. 401(k) Profit Sharing Plan in CA ($10M, 337 participants).
Which 401(k) plans cover a similar participant headcount to Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M in assets).