401(k) · DOL Form 5500 · 2022

Oberweis Dairy, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
485
Participants Below avg headcount
76th
Percentile by assets National rank
$37,359
Avg per participant Low balance/head
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Official DOL plan name: Oberweis Dairy, Inc. 401(k) Profit Sharing Plan · Sponsored by Oberweis Dairy, Inc. · Illinois · Food Services & Accommodation

$18M in assets, 485 participants

Oberweis Dairy, Inc.'s Oberweis Dairy, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 485 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,321 in Food Services & Accommodation (4,592 peers)

Where Oberweis Dairy, Inc. 401(k) Profit Sharing Plan sits by assets

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 485 participants (~$37,359/participant), down 24.9% in 2022.

#4,321
in Food Services & Accommodation (4,592 peers)
-24.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,118,992 Top 24% higher than 76% 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

Oberweis Dairy, Inc. 401(k) Profit Sharing 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. Oberweis Dairy, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (485 participants).

EBSA filing schedule strip

Filing strip 362267516 · Oberweis Dairy, Inc. PY 2022 · 401(k)

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan · $18M · 485 · 76th

  • PCT $18M
  • PCT 485
  • PCT 76th
  • PCT 401(k)
  • PCT near Solidifi 401(k) Plan
  • PCT ind #4321

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Orders Construction Company 401(k) PlanOrders Construction Company …$18MBearing & Drive Solutions 401(k) Retirement PlanBearing & Drive Solutions 40…$18MOberweis Dairy, Inc. 401(k) Profit Sharing PlanOberweis Dairy, Inc. 401(k) …$18MSolidifi 401(k) Plan$18MIBEW Local Union 94 Annuity FundIBEW Local Union 94 Annuity …$18M
End-of-year total assets ($M) among Oberweis Dairy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN362267516
Plan Effective Date1959-03-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Oberweis Dairy, Inc.)

Sponsor-wide plan assets over time

All Oberweis Dairy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 2.4250024504674434% vs 2022
2023 filing year
$17.6M$17.8M$18M$18.2M 20222023 $18.1M $17.7M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 485 $18M
2023 1 494 $18M

Nearby 401(k) Plans in Illinois

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

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Oberweis Dairy, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.018118992 · Participants: 485Oberweis Dairy, Inc. 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oberweis Dairy, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Solidifi 401(k) Plan in NY ($18M); by covered participants it is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (485 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 Oberweis Dairy, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Oberweis Dairy, Inc. 401(k) Profit Sharing Plan declined sharply - down 24.9% during 2022, from $24M to $18M. Reported net income was -$6M.
How have Oberweis Dairy, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oberweis Dairy, Inc.'s sponsor-wide assets declined 2.4%, from $18M to $18M.
Where does Oberweis Dairy, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oberweis Dairy, Inc. 401(k) Profit Sharing Plan ranks in the 76th 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 Oberweis Dairy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solidifi 401(k) Plan in NY ($18M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Oberweis Dairy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants, $29M 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 362267516.

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.