401(k) · DOL Form 5500 · 2023

Provision Partners Cooperative Dba Allied Cooperative 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
203
Participants Below avg headcount
82nd
Percentile by assets National rank
$187,506
Avg per participant Above avg balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Provision Partners Cooperative Dba Allied Cooperative · Wisconsin · Wholesale Trade

$38M in assets, 203 participants

Provision Partners Cooperative Dba Allied Cooperative's Co-Op 401(k) Plan reported $38M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,213 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Co-Op 401(k) Plan covers 203 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $38M.

#5,213
in Wholesale Trade (6,309 peers)
+182.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Co-Op 401(k) Plan's outsized position by total assets

Co-Op 401(k) Plan vs every filed plan by assets

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

$38,063,671 Top 18% higher than 82% 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

Co-Op 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Co-Op 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Co-Op 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Co-Op 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Co-Op 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391837623 · Provision Partners Cooperative Dba Allied Cooperative PY 2023 · 401(k)

Co-Op 401(k) Plan · $38M · 203 · 82nd

  • EIN $38M
  • EIN 203
  • EIN 82nd
  • EIN 401(k)
  • EIN near Evans Bank, N.a. Employees Savings Plan
  • EIN ind #5213

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Co-Op 401(k) Plan in the asset neighbourhood

Central Bancshares, Inc. 401(k) PlanCentral Bancshares, Inc. 401…$38MCo-Op 401(k) Plan$38MEvans Bank, N.a. Employees Savings PlanEvans Bank, N.a. Employees S…$38ME C Company Employees Retirement and Savings PlanE C Company Employees Retire…$38MPenhall International Corp. and Affiliated Companies Employees' ProfitPenhall International Corp. …$38M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN391837623
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provision Partners Cooperative Dba Allied Cooperative)

Sponsor-wide plan assets over time

All Provision Partners Cooperative Dba Allied Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$40M 199.79209440108488% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $13.5M $40.5M ▲ +199.7%
Year Plans Participants Total Assets
2022 1 174 $13M
2023 1 203 $38M
2024 1 452 $40M

Nearby 401(k) Plans in Wisconsin

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

Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.038063671 · Participants: 203Co-Op 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Evans Bank, N.a. Employees Savings Plan in NY ($38M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Co-Op 401(k) Plan assets move in 2023? ▼
Co-Op 401(k) Plan surged - up 182.0% during 2023, from $13M to $38M. Reported net income was $3M.
How have Provision Partners Cooperative Dba Allied Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provision Partners Cooperative Dba Allied Cooperative's sponsor-wide assets grew 199.8%, from $13M to $40M.
Where does Co-Op 401(k) Plan rank by assets among Form 5500 filers? ▼
Co-Op 401(k) Plan ranks in the 82nd 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 Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Bank, N.a. Employees Savings Plan in NY ($38M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 391837623.

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.