401(k) · DOL Form 5500 · 2023

Holstein Association USA, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
86
Participants Small participant base
75th
Percentile by assets National rank
$259,469
Avg per participant Above avg balance/head
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Official DOL plan name: Holstein Association USA, Inc. Retirement Savings Plan · Sponsored by Holstein Association USA, Inc. · Vermont · Other Services

$22M in assets, 86 participants

Holstein Association USA, Inc.'s Holstein Association USA, Inc. Retirement Savings Plan reported $22M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,785 in Other Services (7,857 peers)

Where Holstein Association USA, Inc. Retirement Savings Plan sits by assets

Holstein Association USA, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $22M for 86 participants (~$259,469/participant), up 10.7% in 2023.

#6,785
in Other Services (7,857 peers)
+10.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Holstein Association USA, Inc. Retirement Savings Plan's outsized position by total assets

Holstein Association USA, Inc. Retirement Savings Plan vs every filed plan by assets

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

$22,314,335 Top 25% higher than 75% 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

Holstein Association USA, Inc. Retirement Savings 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. Holstein Association USA, Inc. Retirement Savings Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holstein Association USA, Inc. Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Holstein Association USA, Inc. Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Holstein Association USA, Inc. Retirement Savings Plan reported participants fell from 93 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030130760 · Holstein Association USA, Inc. PY 2023 · 401(k)

Holstein Association USA, Inc. Retirement Savings Plan · $22M · 86 · 75th

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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 Other Services retirement plans → · Plans in Vermont →

Holstein Association USA, Inc. Retirement Savings Plan in the asset neighbourhood

Diversus Health, Inc. 401(k) Retirement PlanDiversus Health, Inc. 401(k)…$22MAta National Title Group, LLC 401(k) Profit Sharing Plan and TrustAta National Title Group, LL…$22MHolstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$22MCapital Power Operations USA Inc. 401(k) PlanCapital Power Operations USA…$22MManufacturers Bank Retirement PlanManufacturers Bank Retiremen…$22M
End-of-year total assets ($M) among Holstein Association USA, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN030130760
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holstein Association USA, Inc.)

Sponsor-wide plan assets over time

All Holstein Association USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 18.869624975487042% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.2M $38.2M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 141 $32M
2023 2 129 $35M
2024 2 131 $38M

Nearby 401(k) Plans in Vermont

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

Holstein Association USA, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Holstein Association USA, Inc. Retirement Savings Plan, Total assets ($B): 0.022314335 · Participants: 86Holstein Association USA, Inc. Retirement Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Holstein Association USA, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Holstein Association USA, Inc. Retirement Savings Plan side-by-side with 3 peers →

Holstein Association USA, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Capital Power Operations USA Inc. 401(k) Plan in MA ($22M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Holstein Association USA, Inc. Retirement Savings Plan assets move in 2023? ▼
Holstein Association USA, Inc. Retirement Savings Plan grew at a solid clip - up 10.7% during 2023, from $20M to $22M. Reported net income was $2M.
How have Holstein Association USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holstein Association USA, Inc.'s sponsor-wide assets grew 18.9%, from $32M to $38M.
Where does Holstein Association USA, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Holstein Association USA, Inc. Retirement Savings Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Holstein Association USA, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Power Operations USA Inc. 401(k) Plan in MA ($22M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Holstein Association USA, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 030130760.

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.