401(k) · DOL Form 5500 · 2023

Cooperative Pension / Savings Board 401(k) Plan

Data updated 2026-08-25

$417M
Total assets Above avg plan size
4,526
Participants Above avg headcount
97th
Percentile by assets National rank
$92,148
Avg per participant Below avg balance/head
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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.

  • #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.

#1,279
in Agriculture, Forestry & Fishing (1,288 peers)
+16.9%
assets growth YoY
4.2×
vs typical plan assets (national mean)

Cooperative Savings Plan's outsized position 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

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

Cooperative Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cooperative Savings Plan lands in the large band (4,526 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 311257147 · Cooperative Pension / Savings Board PY 2023 · 401(k)

Cooperative Savings Plan · $417M · 4,526 · 97th

  • PCT $417M
  • PCT 4,526
  • PCT 97th
  • PCT 401(k)
  • PCT near National Gypsum 401(k) and Retirement Savings Plan
  • PCT ind #1279

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Indiana →

Cooperative Savings Plan in the asset neighbourhood

Weir Group, Inc. 401(k) Plan$418MNational Gypsum 401(k) and Retirement Savings PlanNational Gypsum 401(k) and R…$417MCooperative Savings Plan$417MEmpire Retirement Savings PlanEmpire Retirement Savings Pl…$417MEmerson Electric Co. Retirement Savings PlanEmerson Electric Co. Retirem…$417M
End-of-year total assets ($M) among Cooperative Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$357M
Net Assets (End of Year)$417M
Net Income$60M
Employer EIN311257147
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooperative Pension / Savings Board)

Sponsor-wide plan assets over time

All Cooperative Pension / Savings Board plans reported in each filing year

Latest sponsor-wide plan assets
$685M 20.13553419679547% vs 2022
2024 filing year
$300M$400M$500M$600M$700M$800M 202220232024 $570M $685M ▲ +20.1%
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 Scatter plot of 6 data points. 020000400006000080000100000 -5051015 Total assets ($B) Participants Cooperative Savings Plan, Total assets ($B): 0.417062537 · Participants: 4526Cooperative Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Cooperative Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Cooperative Savings Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is National Gypsum 401(k) and Retirement Savings Plan in NC ($417M); by covered participants it is Crocs, Inc. 401(k) Plan in CO (4,526 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($417M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,526 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 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).
Which 401(k) plans cover a similar participant headcount to Cooperative Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crocs, Inc. 401(k) Plan in CO (4,526 participants, $81M 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 311257147.

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.