401(k) · DOL Form 5500 · 2023

United Cooperative 401(k) Plan

Data updated 2026-08-11

$64M
Total assets
651
Participants
88th
Percentile by assets
$98,290
Avg per participant
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Official DOL plan name: United Cooperative 401(k) Plan · Sponsored by United Cooperative · Wisconsin · Agriculture, Forestry & Fishing

$64M in assets, 651 participants

United Cooperative's United Cooperative 401(k) Plan reported $64M in total assets and 651 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 127,072 plans)
  • #1,201 in Agriculture, Forestry & Fishing (1,288 peers)

Where United Cooperative 401(k) Plan sits by assets

United Cooperative 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 651 participants (~$98,290/participant), up 16.5% in 2023.

$64M
total plan assets (2023 EOY)
651
covered participants
88th
percentile by assets (of 127,072 plans)
$98,290
avg assets per participant

Where United Cooperative 401(k) Plan sits by total assets

United Cooperative 401(k) Plan vs every filed plan by assets

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

$63,986,545 Top 12% higher than 88% 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

  • United Cooperative 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • United Cooperative 401(k) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • United Cooperative 401(k) Plan reported participants rose from 561 in the plan year 2022 filing to 651 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Agriculture, Forestry & Fishing

United Cooperative 401(k) Plan vs the 2023 asset distribution

By assets, United Cooperative 401(k) Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$9M
Employer EIN390191260
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Cooperative)

$50M$55M$60M$65M$70M$75M 202220232024 $54.9M $70M ▲ +27.4%
Total plan assets by year, all United Cooperative plans on file
Year Plans Participants Total Assets
2022 1 561 $55M
2023 1 651 $64M
2024 1 486 $70M

Nearby 401(k) Plans in Wisconsin

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

United Cooperative 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants United Cooperative 4…, Total assets ($B): 0.063986545 · Participants: 651United Cooperative 4…Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
United Cooperative 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare United Cooperative 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to United Cooperative 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did United Cooperative 401(k) Plan assets move in 2023? ▼
United Cooperative 401(k) Plan grew sharply - up 16.5% during 2023, from $55M to $64M. Reported net income was $9M.
How have United Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Cooperative's sponsor-wide assets grew 27.5%, from $55M to $70M.
Where does United Cooperative 401(k) Plan rank by assets among Form 5500 filers? ▼
United Cooperative 401(k) Plan ranks in the 88th 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 United Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Src Ventures, Inc. 401(k) Retirement Plan in NY ($64M, 250 participants).

Next read for United Cooperative 401(k) Plan

Scale reading

Ways to act on United Cooperative 401(k) Plan's numbers.

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 390191260.

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.