401(k) · DOL Form 5500 · 2023

New Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
851
Participants Near avg headcount
92nd
Percentile by assets National rank
$124,129
Avg per participant Near avg balance/head
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Official DOL plan name: The Restated Thrift/Profit Sharing Plan for Cooperatives · Sponsored by New Cooperative, Inc. · Iowa · Agriculture, Forestry & Fishing

$106M in assets, 851 participants

New Cooperative, Inc.'s The Restated Thrift/Profit Sharing Plan for Cooperatives reported $106M in total assets and 851 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #1,243 in Agriculture, Forestry & Fishing (1,288 peers)

Where The Restated Thrift/Profit Sharing Plan for Cooperatives sits by assets

The Restated Thrift/Profit Sharing Plan for Cooperatives sits in the top 10% of all filed plans by assets, $106M for 851 participants (~$124,129/participant), up 34.5% in 2023.

#1,243
in Agriculture, Forestry & Fishing (1,288 peers)
+34.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The Restated Thrift/Profit Sharing Plan for Cooperatives's outsized position by total assets

The Restated Thrift/Profit Sharing Plan for Cooperatives vs every filed plan by assets

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

$105,633,668 Top 8% higher than 92% 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

The Restated Thrift/Profit Sharing Plan for Cooperatives 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. The Restated Thrift/Profit Sharing Plan for Cooperatives sits mid-pack in the medium band (851 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Restated Thrift/Profit Sharing Plan for Cooperatives reported net income rose from -$14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Restated Thrift/Profit Sharing Plan for Cooperatives end-of-year assets rose from $79M in the plan year 2022 filing to $106M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421009976 · New Cooperative, Inc. PY 2023 · 401(k)

The Restated Thrift/Profit Sharing Plan for Cooperatives · $106M · 851 · 92nd

  • PHOTO $106M
  • IND 851
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Mountain West Anesthesia, L.L.C. Retirement Plan
  • PCT ind #1243

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

The Restated Thrift/Profit Sharing Plan for Cooperatives in the asset neighbourhood

Save More Retirement Plan and TrustSave More Retirement Plan an…$106MMountain West Anesthesia, L.L.C. Retirement PlanMountain West Anesthesia, L.…$106MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$106MMacdonald-Miller Facility Solutions, LLC 401(k) PlanMacdonald-Miller Facility So…$106MDmax 401(k) Savings Plan$106M
End-of-year total assets ($M) among The Restated Thrift/Profit Sharing Plan for Cooperatives and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$106M
Net Income$11M
Employer EIN421009976
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Cooperative, Inc.)

Sponsor-wide plan assets over time

All New Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$268M 36.692122134189916% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $196M $268M ▲ +36.7%
Year Plans Participants Total Assets
2022 2 973 $196M
2023 2 1,134 $259M
2024 2 1,585 $268M

Nearby 401(k) Plans in Iowa

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

The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Restated Thrift/Profit Sharing Plan for Cooperatives, Total assets ($B): 0.105633668 · Participants: 851The Restated Thrift/Profit Sharing Plan for CooperativesThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Restated Thrift/Profit Sharing Plan for Cooperatives side-by-side with 3 peers →

The Restated Thrift/Profit Sharing Plan for Cooperatives's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Mountain West Anesthesia, L.L.C. Retirement Plan in UT ($106M); by covered participants it is The Holt Retirement Plan in CA (851 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (851 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 The Restated Thrift/Profit Sharing Plan for Cooperatives assets move in 2023? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives surged - up 34.5% during 2023, from $79M to $106M. Reported net income was $11M.
How have New Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Cooperative, Inc.'s sponsor-wide assets grew 36.7%, from $196M to $268M.
Where does The Restated Thrift/Profit Sharing Plan for Cooperatives rank by assets among Form 5500 filers? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives ranks in the 92nd 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 The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by assets is Mountain West Anesthesia, L.L.C. Retirement Plan in UT ($106M, 192 participants).
Which 401(k) plans cover a similar participant headcount to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by covered participants is The Holt Retirement Plan in CA (851 participants, $124M 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 421009976.

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.