Other
2022 plan-year Other DOL Form 5500

DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN

This Other plan holds $14M in total assets and serves 42 participants as of 2022. It is sponsored by DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN in California. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$14M
Participants
42
State
Industry
Finance & Insurance

What the Filing Says About DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN

DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN is a Other retirement plan sponsored by DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 42 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 956221757, and the plan has been effective since 1967-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2022 to $14M at year-end — a decline of 11.2%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-1,674,075 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$14M
Net Assets (End of Year)$13M
Net Income$-1,674,075
Plan TypeOther
Employer EIN956221757
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN)

Year Plans Participants Total Assets
2022 1 42 $14M
2023 1 34 $14M
2024 1 N/A $13M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN?
As of the 2022 Form 5500 filing, DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN holds $14M in total assets with 42 participants. It is sponsored by DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN.
What type of plan is DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN?
DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN is a Other plan. It has been effective since 1967-04-01. The plan is filed with the U.S. Department of Labor under EIN 956221757.
Who sponsors the DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN?
DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN is sponsored by DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN, located in California. The sponsor's EIN is 956221757 and the plan operates in the Finance & Insurance industry.
How did DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN perform in 2022?
DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN declined by 11.2% during 2022, moving from $15M to $14M in total assets. Net income was $-1,674,075.
Where can I find official filings for DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN?
Official Form 5500 filings for DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956221757 or plan name at efast.dol.gov.
How does DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN compare to other plans?
You can compare DAIRY EMPLOYEES UNION LOCAL 17 PENSION PLAN against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 956221757.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.