401(k) · DOL Form 5500 · 2023
United Cooperative 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 651
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $98,290
- Avg per participant Below avg balance/head
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.
- #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.
- #1,201
- in Agriculture, Forestry & Fishing (1,288 peers)
- +16.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
United Cooperative 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Cooperative 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. United Cooperative 401(k) Plan sits mid-pack in the medium band (651 participants).
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.
Published 5500 schedule card
Filing strip 390191260 · United Cooperative PY 2023 · 401(k)
United Cooperative 401(k) Plan · $64M · 651 · 88th
- PART $64M
- PART 651
- PART 88th
- PART 401(k)
- PART near Src Ventures, Inc. 401(k) Retirement Plan
- PART ind #1201
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 Wisconsin →
United Cooperative 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $9M |
| Employer EIN | 390191260 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Cooperative)
Sponsor-wide plan assets over time
All United Cooperative plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 27.454325725584027% vs 2022
- 2024 filing year
| 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.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
United Cooperative 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Src Ventures, Inc. 401(k) Retirement Plan in NY ($64M); by covered participants it is Weinstein Properties Employees' 401(k) Plan in VA (651 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Src Ventures, Inc. 401(k) Retirement Plan (NY) $64M · 250
- Employees Incentive Savings Plan (IN) $64M · 531
- Marcus & Millichap Company 401(k) Plan (CA) $64M · 249
- Pfeiffer & Son, Ltd Employee's Profit Sharing & Trust (TX) $64M · 124
Similar participant headcount
Nearest other-state filings by covered participants (651 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.