401(k) · DOL Form 5500 · 2023

Karoun Dairies, LLC 401(k) Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
1,447
Participants Near avg headcount
93rd
Percentile by assets National rank
$88,672
Avg per participant Below avg balance/head
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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.

  • #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.

#16,651
in Manufacturing (18,722 peers)
+30.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Lactalis Dairy USA 401(k) Plan's outsized position 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 $2,050,000,000 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

Lactalis Dairy USA 401(k) 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. Lactalis Dairy USA 401(k) Plan lands in the large band (1,447 participants).

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 →

Form 5500 schedule snapshot

Filing strip 954343064 · Karoun Dairies, LLC PY 2023 · 401(k)

Lactalis Dairy USA 401(k) Plan · $128M · 1,447 · 93rd

  • EBSA $128M
  • PART 1,447
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Rogers Memorial Hospital, Inc. 401(k) Plan
  • VS-ST ind #16651

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 Manufacturing retirement plans → · Plans in California →

Lactalis Dairy USA 401(k) Plan in the asset neighbourhood

Acme Brick Company 401(k) Retirement & Savings PlanAcme Brick Company 401(k) Re…$128MChristie's Inc. 401(k) Savings PlanChristie's Inc. 401(k) Savin…$128MLactalis Dairy USA 401(k) PlanLactalis Dairy USA 401(k) Pl…$128MRogers Memorial Hospital, Inc. 401(k) PlanRogers Memorial Hospital, In…$128MBrose North America, Inc. 401(k) Profit Sharing Plan and TrustBrose North America, Inc. 40…$128M
End-of-year total assets ($M) among Lactalis Dairy USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Karoun Dairies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$164M 66.83386676016454% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $98.2M $164M ▲ +66.8%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lactalis Dairy USA 401(k) Plan, Total assets ($B): 0.128308785 · Participants: 1447Lactalis Dairy USA 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lactalis Dairy USA 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lactalis Dairy USA 401(k) Plan side-by-side with 3 peers →

Lactalis Dairy USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rogers Memorial Hospital, Inc. 401(k) Plan in WI ($128M); by covered participants it is Lockheed Martin Corporation Operations Support Savings Plan in MD (1,447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,447 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 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).
Which 401(k) plans cover a similar participant headcount to Lactalis Dairy USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lockheed Martin Corporation Operations Support Savings Plan in MD (1,447 participants, $376M 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 954343064.

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.