401(k) · DOL Form 5500 · 2023

Karoun Dairies, LLC 401(k) Plan

Data updated 2026-08-11

$128M
Total assets
1,447
Participants
93rd
Percentile by assets
$88,672
Avg per participant
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Official DOL plan name: Lactalis Dairy USA 401(k) Plan · Sponsored by Karoun Dairies, LLC · California · Manufacturing

$128M in assets, 1,447 participants

Karoun Dairies, LLC's Lactalis Dairy USA 401(k) Plan reported $128M in total assets and 1,447 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,651 in Manufacturing (18,722 peers)

Coverage in California

Lactalis Dairy USA 401(k) Plan covers 1,447 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $128M.

$128M
total plan assets (2023 EOY)
1,447
covered participants
93rd
percentile by assets (of 127,072 plans)
$88,672
avg assets per participant

Where Lactalis Dairy USA 401(k) Plan sits by total assets

Lactalis Dairy USA 401(k) Plan vs every filed plan by assets

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

$128,308,785 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lactalis Dairy USA 401(k) Plan reported participants rose from 578 in the plan year 2022 filing to 1,447 in the plan year 2023 filing.
  • Lactalis Dairy USA 401(k) Plan end-of-year assets rose from $98M in the plan year 2022 filing to $128M in the plan year 2023 filing.
  • Lactalis Dairy USA 401(k) Plan reported net income rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Lactalis Dairy USA 401(k) Plan reports 1,447 participants - 2.3x that state average ($128M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$128M
Net Income$30M
Employer EIN954343064
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Karoun Dairies, LLC)

$80M$100M$120M$140M$160M$180M 202220232024 $98.2M $164M ▲ +66.8%
Total plan assets by year, all Karoun Dairies, LLC plans on file
Year Plans Participants Total Assets
2022 1 578 $98M
2023 1 1,447 $128M
2024 1 1,611 $164M

Nearby 401(k) Plans in California

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

Lactalis Dairy USA 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Lactalis Dairy USA 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lactalis Dairy USA 4…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Lactalis Dairy USA 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lactalis Dairy USA 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Lactalis Dairy USA 401(k) Plan assets move in 2023?
Lactalis Dairy USA 401(k) Plan surged - up 30.7% during 2023, from $98M to $128M. Reported net income was $30M.
How have Karoun Dairies, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Karoun Dairies, LLC's sponsor-wide assets grew 66.8%, from $98M to $164M.
Where does Lactalis Dairy USA 401(k) Plan rank by assets among Form 5500 filers?
Lactalis Dairy USA 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lactalis Dairy USA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rogers Memorial Hospital, Inc. 401(k) Plan in WI ($128M, 3,416 participants).

Next read for Lactalis Dairy USA 401(k) Plan

Filing takeaways

Ways to act on Lactalis Dairy USA 401(k) Plan's numbers.