401(k) · DOL Form 5500 · 2022
Jones Dairy Farm 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 313
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $67,411
- Avg per participant Below avg balance/head
Official DOL plan name: Jones Dairy Farm Bargaining Employees' Retirement Savings Plan · Sponsored by Jones Dairy Farm · Wisconsin · Manufacturing
$21M in assets, 313 participants
Jones Dairy Farm's Jones Dairy Farm Bargaining Employees' Retirement Savings Plan reported $21M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #14,252 in Manufacturing (20,602 peers)
Where Jones Dairy Farm Bargaining Employees' Retirement Savings Plan sits by assets
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $21M for 313 participants (~$67,411/participant), down 16.4% in 2022.
- #14,252
- in Manufacturing (20,602 peers)
- -16.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan's outsized position by total assets
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,099,601 Top 22% higher than 78% 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
Jones Dairy Farm Bargaining Employees' Retirement Savings 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 Bargaining Employees' Retirement Savings Plan sits mid-pack in the medium band (313 participants).
Plan-year Form 5500 strip
Filing strip 390380850 · Jones Dairy Farm PY 2022 · 401(k)
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan · $21M · 313 · 78th
- 5500 $21M
- 5500 313
- 5500 78th
- 5500 401(k)
- 5500 near Beckett Gas, Inc. 401(k) Plan
- 5500 ind #14252
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 Bargaining Employees' Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 390380850 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jones Dairy Farm)
Sponsor-wide plan assets over time
All Jones Dairy Farm plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 21.448892172321283% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 745 | $65M |
| 2023 | 4 | 690 | $73M |
| 2024 | 4 | 678 | $79M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Beckett Gas, Inc. 401(k) Plan in OH ($21M); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Beckett Gas, Inc. 401(k) Plan (OH) $21M · 420
- American Portwell Technology, Inc. 401(k) Plan (CA) $21M · 121
- Overland Solutions, Inc. Retirement Savings Plan (NJ) $21M · 499
- Open Door Center 401(k) Profit Sharing Plan (ND) $21M · 149
Similar participant headcount
Nearest other-state filings by covered participants (313 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.