401(k) · DOL Form 5500 · 2023

Cooperative Pension / Savings Board 401(k) Plan

Data updated 2026-08-11

$417M
Total assets: 4,526
Participants: 97th
Percentile by assets: $92,148
Avg per participant

Official DOL plan name: Cooperative Savings Plan · Sponsored by Cooperative Pension / Savings Board · Indiana · Agriculture, Forestry & Fishing

$417M in assets, 4,526 participants

Cooperative Pension / Savings Board's Cooperative Savings Plan reported $417M in total assets and 4,526 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#1,279 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Indiana

Cooperative Savings Plan covers 4,526 participants in Indiana, 8.4x the typical Indiana plan (state average ~541 per filing). Assets: $417M.

$417M
total plan assets (2023 EOY): 4,526
covered participants: 97th
percentile by assets (of 127,072 plans): $92,148
avg assets per participant

Where Cooperative Savings Plan sits by total assets

Cooperative Savings Plan vs every filed plan by assets

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

$417,062,537 Top 3% higher than 97% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cooperative Savings Plan reported net income rose from -$71M in the plan year 2022 filing to $60M in the plan year 2023 filing.
Cooperative Savings Plan end-of-year assets rose from $357M in the plan year 2022 filing to $417M in the plan year 2023 filing.
Cooperative Savings Plan reported participants rose from 4,218 in the plan year 2022 filing to 4,526 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Agriculture, Forestry & Fishing

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Cooperative Savings Plan reports 4,526 participants - 8.4x that state average ($417M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$357M
Net Assets (End of Year)	$417M
Net Income	$60M
Employer EIN	311257147
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cooperative Pension / Savings Board)

Total plan assets by year, all Cooperative Pension / Savings Board plans on file

Year	Plans	Participants	Total Assets
2022	2	7,326	$570M
2023	1	4,526	$417M
2024	2	7,634	$685M

Nearby 401(k) Plans in Indiana

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

Cooperative Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Cooperative Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cooperative Savings Plan by total assets, not by location.

National Gypsum 401(k) and Retirement Savings Plan (NC) $417M · 2,561
Empire Retirement Savings Plan (AZ) $417M · 2,528
Emerson Electric Co. Retirement Savings Plan (MO) $417M · 4,696
Weir Group, Inc. 401(k) Plan (TX) $418M · 1,834

Frequently Asked Questions

How did Cooperative Savings Plan assets move in 2023? ▼

Cooperative Savings Plan grew sharply - up 16.9% during 2023, from $357M to $417M. Reported net income was $60M.

How have Cooperative Pension / Savings Board plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cooperative Pension / Savings Board's sponsor-wide assets grew 20.1%, from $570M to $685M.

Where does Cooperative Savings Plan rank by assets among Form 5500 filers? ▼

Cooperative Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Cooperative Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is National Gypsum 401(k) and Retirement Savings Plan in NC ($417M, 2,561 participants).

Next read for Cooperative Savings Plan

Filing takeaways

Ways to act on Cooperative Savings Plan's numbers.

By total assets, Cooperative Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
Cooperative Pension / Savings Board's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans

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 311257147.