401(k) · DOL Form 5500 · 2022

Wholestone Farms Cooperative 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
202
Participants Below avg headcount
85th
Percentile by assets National rank
$173,855
Avg per participant Above avg balance/head
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Official DOL plan name: Wholestone Farms Cooperative 401(k) Plan · Sponsored by Wholestone Farms Cooperative · Nebraska · Manufacturing

$35M in assets, 202 participants

Wholestone Farms Cooperative's Wholestone Farms Cooperative 401(k) Plan reported $35M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,061 in Manufacturing (20,602 peers)

Coverage in Nebraska

Wholestone Farms Cooperative 401(k) Plan covers 202 participants in Nebraska, about 37% of the average Nebraska filer (state average ~552 per filing). Assets: $35M.

#16,061
in Manufacturing (20,602 peers)
-23.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wholestone Farms Cooperative 401(k) Plan's outsized position by total assets

Wholestone Farms Cooperative 401(k) Plan vs every filed plan by assets

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

$35,118,769 Top 15% higher than 85% 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

Wholestone Farms Cooperative 401(k) 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. Wholestone Farms Cooperative 401(k) Plan sits mid-pack in the medium band (202 participants).

EBSA filing schedule strip

Filing strip 831174153 · Wholestone Farms Cooperative PY 2022 · 401(k)

Wholestone Farms Cooperative 401(k) Plan · $35M · 202 · 85th

  • TYPE $35M
  • TYPE 202
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Yeo and Yeo 401(k) Plan
  • TYPE ind #16061

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 Nebraska →

Wholestone Farms Cooperative 401(k) Plan in the asset neighbourhood

Wholestone Farms Cooperative 401(k) PlanWholestone Farms Cooperative…$35MYeo and Yeo 401(k) Plan$35MBrown-Forman Corporation Savings Plan for Collectively Bargained EmployeesBrown-Forman Corporation Sav…$35MSolutionpoint 401(k) Plan$35MThrive Operations, LLC 401(k) PlanThrive Operations, LLC 401(k…$35M
End-of-year total assets ($M) among Wholestone Farms Cooperative 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$35M
Net Income-$11M
Employer EIN831174153
Plan Effective Date2018-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Wholestone Farms Cooperative)

Sponsor-wide plan assets over time

All Wholestone Farms Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$69M 10.826861157407325% vs 2022
2024 filing year
$60M$65M$70M 202220232024 $62M $68.7M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 1,021 $62M
2023 2 1,325 $64M
2024 2 1,326 $69M

Nearby 401(k) Plans in Nebraska

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

Wholestone Farms Cooperative 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wholestone Farms Cooperative 401(k) Plan, Total assets ($B): 0.035118769 · Participants: 202Wholestone Farms Cooperative 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Wholestone Farms Cooperative 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Wholestone Farms Cooperative 401(k) Plan side-by-side with 3 peers →

Wholestone Farms Cooperative 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Yeo and Yeo 401(k) Plan in MI ($35M); by covered participants it is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Wholestone Farms Cooperative 401(k) Plan assets move in 2022? ▼
Wholestone Farms Cooperative 401(k) Plan declined sharply - down 23.7% during 2022, from $46M to $35M. Reported net income was -$11M.
How have Wholestone Farms Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wholestone Farms Cooperative's sponsor-wide assets grew 10.8%, from $62M to $69M.
Where does Wholestone Farms Cooperative 401(k) Plan rank by assets among Form 5500 filers? ▼
Wholestone Farms Cooperative 401(k) Plan ranks in the 85th 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 Wholestone Farms Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yeo and Yeo 401(k) Plan in MI ($35M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Wholestone Farms Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants, N/A 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 831174153.

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.