401(k) · DOL Form 5500 · 2023

Burnett Dairy Co-Op 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
209
Participants Below avg headcount
58th
Percentile by assets National rank
$46,774
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burnett Dairy Co-Op 401(k) Plan · Sponsored by Burnett Dairy Co-Op · Wisconsin · Manufacturing

$10M in assets, 209 participants

Burnett Dairy Co-Op's Burnett Dairy Co-Op 401(k) Plan reported $10M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,279 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Burnett Dairy Co-Op 401(k) Plan covers 209 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#8,279
in Manufacturing (18,722 peers)
+21.8%
assets growth YoY

Burnett Dairy Co-Op 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$9,775,859 Top 42% higher than 58% 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

Burnett Dairy 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. Burnett Dairy Co-Op 401(k) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burnett Dairy Co-Op 401(k) Plan reported net income rose from -$756K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Burnett Dairy Co-Op 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Burnett Dairy Co-Op 401(k) Plan reported participants fell from 236 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391085908 · Burnett Dairy Co-Op PY 2023 · 401(k)

Burnett Dairy Co-Op 401(k) Plan · $10M · 209 · 58th

  • PHOTO $10M
  • PHOTO 209
  • PHOTO 58th
  • PHOTO 401(k)
  • PHOTO near Copacino 401(k) Retirement Plan
  • PHOTO ind #8279

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 Wisconsin →

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

Burnett Dairy Co-Op 401(k) PlanBurnett Dairy Co-Op 401(k) P…$10MCopacino 401(k) Retirement PlanCopacino 401(k) Retirement P…$10MZupan Stores Savings & Investment PlanZupan Stores Savings & Inves…$10MPor 401(k) Plan$10MMcpherson Concrete Companies 401(k) PlanMcpherson Concrete Companies…$10M
End-of-year total assets ($M) among Burnett Dairy 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)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN391085908
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnett Dairy Co-Op)

Sponsor-wide plan assets over time

All Burnett Dairy Co-Op plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.638830871164846% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.02M $10.3M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 236 $8M
2023 1 209 $10M
2024 1 244 $10M

Nearby 401(k) Plans in Wisconsin

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

Burnett Dairy Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Burnett Dairy Co-Op 401(k) Plan, Total assets ($B): 0.009775859 · Participants: 209Burnett Dairy Co-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
Burnett Dairy Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Burnett Dairy Co-Op 401(k) Plan side-by-side with 3 peers →

Burnett Dairy 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 Copacino 401(k) Retirement Plan in WA ($10M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Burnett Dairy Co-Op 401(k) Plan assets move in 2023? ▼
Burnett Dairy Co-Op 401(k) Plan grew sharply - up 21.8% during 2023, from $8M to $10M. Reported net income was $2M.
How have Burnett Dairy Co-Op plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnett Dairy Co-Op's sponsor-wide assets grew 28.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Burnett Dairy Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Copacino 401(k) Retirement Plan in WA ($10M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Burnett Dairy Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 391085908.

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.