401(k) · DOL Form 5500 · 2022

Wholestone Farms Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
819
Participants Near avg headcount
81st
Percentile by assets National rank
$32,771
Avg per participant Low balance/head
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Official DOL plan name: Wholestone Farms Cooperative Bargained Employees 4 · Sponsored by Wholestone Farms Cooperative, Inc. · Nebraska · Manufacturing

$27M in assets, 819 participants

Wholestone Farms Cooperative, Inc.'s Wholestone Farms Cooperative Bargained Employees 4 reported $27M in total assets and 819 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.

  • #15,173 in Manufacturing (20,602 peers)

Where Wholestone Farms Cooperative Bargained Employees 4 sits by assets

Wholestone Farms Cooperative Bargained Employees 4 sits in the top quartile of all filed plans by assets, $27M for 819 participants (~$32,771/participant), down 19.8% in 2022.

#15,173
in Manufacturing (20,602 peers)
-19.8%
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.

Wholestone Farms Cooperative Bargained Employees 4's outsized position by total assets

Wholestone Farms Cooperative Bargained Employees 4 vs every filed plan by assets

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

$26,839,142 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

Wholestone Farms Cooperative Bargained Employees 4 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 Bargained Employees 4 sits mid-pack in the medium band (819 participants).

Form 5500 schedule snapshot

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

Wholestone Farms Cooperative Bargained Employees 4 · $27M · 819 · 81st

  • PART $27M
  • PART 819
  • PART 81st
  • PART 401(k)
  • PART near Kimber Mfg., Inc. 401(k) Plan
  • PART ind #15173

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 Bargained Employees 4 in the asset neighbourhood

Wholestone Farms Cooperative Bargained Employees 4Wholestone Farms Cooperative…$27MKimber Mfg., Inc. 401(k) Plan$27MSilvi Concrete Products, Inc. 401(k) PlanSilvi Concrete Products, Inc…$27MUnited Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing PlanUnited Health Centers of the…$27MHtc America, Inc. 401(k) Plan$27M
End-of-year total assets ($M) among Wholestone Farms Cooperative Bargained Employees 4 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN831174153
Plan Effective Date2018-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Wholestone Farms Cooperative, Inc.)

Sponsor-wide plan assets over time

All Wholestone Farms Cooperative, Inc. 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 Bargained Employees 4 vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wholestone Farms Cooperative Bargained Employees 4, Total assets ($B): 0.026839142 · Participants: 819Wholestone Farms Cooperative Bargained Employees 4Hdr, 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 Bargained Employees 4 vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Wholestone Farms Cooperative Bargained Employees 4 side-by-side with 3 peers →

Wholestone Farms Cooperative Bargained Employees 4's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Kimber Mfg., Inc. 401(k) Plan in NY ($27M); by covered participants it is Police and Fire Federal Credit Union Employees Retirement Plan in PA (819 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (819 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 Bargained Employees 4 assets move in 2022? ▼
Wholestone Farms Cooperative Bargained Employees 4 declined sharply - down 19.8% during 2022, from $33M to $27M. Reported net income was -$7M.
How have Wholestone Farms Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wholestone Farms Cooperative, Inc.'s sponsor-wide assets grew 10.8%, from $62M to $69M.
Where does Wholestone Farms Cooperative Bargained Employees 4 rank by assets among Form 5500 filers? ▼
Wholestone Farms Cooperative Bargained Employees 4 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 Wholestone Farms Cooperative Bargained Employees 4? ▼
Among 401(k) plans in other states, the closest by assets is Kimber Mfg., Inc. 401(k) Plan in NY ($27M, 663 participants).
Which 401(k) plans cover a similar participant headcount to Wholestone Farms Cooperative Bargained Employees 4? ▼
Among 401(k) plans in other states, the closest by covered participants is Police and Fire Federal Credit Union Employees Retirement Plan in PA (819 participants, $76M 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.