Money Purchase · DOL Form 5500 · 2023

Cedar Valley Cheese, Inc. Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
73
Participants Small participant base
52nd
Percentile by assets National rank
$103,159
Avg per participant Below avg balance/head
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Official DOL plan name: Cedar Valley Cheese, Inc. Money Purchase Plan · Sponsored by Cedar Valley Cheese, Inc. · Wisconsin · Manufacturing

$8M in assets, 73 participants

Cedar Valley Cheese, Inc.'s Cedar Valley Cheese, Inc. Money Purchase Plan reported $8M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,969 in Manufacturing (18,722 peers)

Cedar Valley Cheese, Inc. multi-year trail

Cedar Valley Cheese, Inc.'s plans moved +19.8% in assets from 2022 to 2023; this filing shows Cedar Valley Cheese, Inc. Money Purchase Plan at $8M / 73 participants.

#6,969
in Manufacturing (18,722 peers)
+19.8%
assets growth YoY

Cedar Valley Cheese, Inc. Money Purchase Plan's mid-pack asset rank among Manufacturing and all filers

Cedar Valley Cheese, Inc. Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,530,584 Top 48% higher than 52% of 127,068 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 2023

Cedar Valley Cheese, Inc. Money Purchase Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cedar Valley Cheese, Inc. Money Purchase Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cedar Valley Cheese, Inc. Money Purchase Plan reported net income rose from $203K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cedar Valley Cheese, Inc. Money Purchase Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cedar Valley Cheese, Inc. Money Purchase Plan reported participants rose from 71 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391208557 · Cedar Valley Cheese, Inc. PY 2023 · Money Purchase

Cedar Valley Cheese, Inc. Money Purchase Plan · $8M · 73 · 52nd

  • PART $8M
  • PART 73
  • PART 52nd
  • PART Money Purchase
  • PART near Whitefish Credit Union Association Employees' Pension Plan
  • PART ind #6969

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 →

Cedar Valley Cheese, Inc. Money Purchase Plan in the asset neighbourhood

Local One Security Officers Union Money Purchase Pension PlanLocal One Security Officers …$8MUnited Steelworkers Local 14614 Supplemental Annuity PlanUnited Steelworkers Local 14…$8MCedar Valley Cheese, Inc. Money Purchase PlanCedar Valley Cheese, Inc. Mo…$8MWhitefish Credit Union Association Employees' Pension PlanWhitefish Credit Union Assoc…$7MLocke & Herbert LLP Retirement PlanLocke & Herbert LLP Retireme…$7M
End-of-year total assets ($M) among Cedar Valley Cheese, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cedar Valley Cheese, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cedar Valley Cheese, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.834930239360062% vs 2022
2023 filing year
$6M$6.5M$7M$7.5M$8M 20222023 $6.28M $7.53M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 71 $6M
2023 1 73 $8M

Cedar Valley Cheese, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN391208557
Plan Effective Date1975-09-12
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cedar Valley Cheese, Inc. Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Cedar Valley Cheese, Inc. Money Purchase Plan, Total assets ($B): 0.007530584 · Participants: 73Cedar Valley Cheese, Inc. Money Purchase PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
Cedar Valley Cheese, Inc. Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Cedar Valley Cheese, Inc. Money Purchase Plan side-by-side with 3 peers →

Cedar Valley Cheese, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Whitefish Credit Union Association Employees' Pension Plan in MT ($7M); by covered participants it is Catholic Health Association of the United States Money Purchase Pension Plan in MO (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cedar Valley Cheese, Inc. Money Purchase Plan assets move in 2023? ▼
Cedar Valley Cheese, Inc. Money Purchase Plan grew sharply - up 19.8% during 2023, from $6M to $8M. Reported net income was $1M.
How have Cedar Valley Cheese, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cedar Valley Cheese, Inc.'s sponsor-wide assets grew 19.8%, from $6M to $8M.
Which Money Purchase plans are similar in size to Cedar Valley Cheese, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Whitefish Credit Union Association Employees' Pension Plan in MT ($7M, 178 participants).
Which Money Purchase plans cover a similar participant headcount to Cedar Valley Cheese, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Catholic Health Association of the United States Money Purchase Pension Plan in MO (73 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391208557.

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.