401(k) · DOL Form 5500 · 2022

Jones Dairy Farm 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
149
Participants Small participant base
81st
Percentile by assets National rank
$181,937
Avg per participant Above avg balance/head
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Official DOL plan name: Jones Dairy Farm Thrift Plan · Sponsored by Jones Dairy Farm · Wisconsin · Manufacturing

$27M in assets, 149 participants

Jones Dairy Farm's Jones Dairy Farm Thrift Plan reported $27M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #15,206 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Jones Dairy Farm Thrift Plan covers 149 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#15,206
in Manufacturing (20,602 peers)
-21.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jones Dairy Farm Thrift Plan's outsized position by total assets

Jones Dairy Farm Thrift Plan vs every filed plan by assets

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

$27,108,652 Top 19% higher than 81% 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 Thrift 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 Thrift Plan sits mid-pack in the medium band (149 participants).

DOL schedule card

Filing strip 390380850 · Jones Dairy Farm PY 2022 · 401(k)

Jones Dairy Farm Thrift Plan · $27M · 149 · 81st

  • EOY $27M
  • EOY 149
  • EOY 81st
  • EOY 401(k)
  • EOY near Orthoalaska, LLC 401(k) Retirement Plan
  • EOY ind #15206

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 Thrift Plan in the asset neighbourhood

Jones Dairy Farm Thrift Plan$27MOrthoalaska, LLC 401(k) Retirement PlanOrthoalaska, LLC 401(k) Reti…$27MSection 401(k) Plan for Employees of Surgalign Spine Technologies, Inc.Section 401(k) Plan for Empl…$27MBgi LLC 401(k) and Profit Sharing PlanBgi LLC 401(k) and Profit Sh…$27MElectrico Inc. 401(k) Profit Sharing PlanElectrico Inc. 401(k) Profit…$27M
End-of-year total assets ($M) among Jones Dairy Farm Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN390380850
Plan Effective Date1971-03-01
Filing StatusFILING 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
$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 401(k) Plans in Wisconsin

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

Jones Dairy Farm Thrift Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jones Dairy Farm Thrift Plan, Total assets ($B): 0.027108652 · Participants: 149Jones Dairy Farm Thrift 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
Jones Dairy Farm Thrift Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jones Dairy Farm Thrift Plan side-by-side with 3 peers →

Jones Dairy Farm Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Orthoalaska, LLC 401(k) Retirement Plan in AK ($27M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Thrift Plan assets move in 2022? ▼
Jones Dairy Farm Thrift Plan declined sharply - down 21.2% during 2022, from $34M to $27M. Reported net income was -$7M.
How have Jones Dairy Farm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Dairy Farm's sponsor-wide assets grew 21.4%, from $65M to $79M.
Where does Jones Dairy Farm Thrift Plan rank by assets among Form 5500 filers? ▼
Jones Dairy Farm Thrift Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jones Dairy Farm Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthoalaska, LLC 401(k) Retirement Plan in AK ($27M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Jones Dairy Farm Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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.