Defined Benefit (Pension) · DOL Form 5500 · 2023

Jones Dairy Farm & Subsidiary Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
198
Participants Below avg headcount
61st
Percentile by assets National rank
$56,160
Avg per participant Low balance/head
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Official DOL plan name: Jones Dairy Farm Union Employees Pension Plan · Sponsored by Jones Dairy Farm & Subsidiary · Wisconsin · Manufacturing

$11M in assets, 198 participants

Jones Dairy Farm & Subsidiary's Jones Dairy Farm Union Employees Pension Plan reported $11M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,909 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Jones Dairy Farm Union Employees Pension Plan covers 198 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#8,909
in Manufacturing (18,722 peers)
+12.4%
assets growth YoY

Jones Dairy Farm Union Employees Pension Plan's mid-pack asset rank among Manufacturing and all filers

Jones Dairy Farm Union Employees Pension Plan vs every filed plan by assets

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

$11,119,612 Top 39% higher than 61% 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

Jones Dairy Farm Union Employees Pension 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. Jones Dairy Farm Union Employees Pension Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones Dairy Farm Union Employees Pension Plan reported net income rose from -$16M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jones Dairy Farm Union Employees Pension Plan reported participants fell from 229 in the plan year 2022 filing to 198 in the plan year 2023 filing.
  • Jones Dairy Farm Union Employees Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390380850 · Jones Dairy Farm & Subsidiary PY 2023 · Defined Benefit (Pension)

Jones Dairy Farm Union Employees Pension Plan · $11M · 198 · 61st

  • VS-ST $11M
  • VS-ST 198
  • VS-ST 61st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars
  • VS-ST ind #8909

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 →

Jones Dairy Farm Union Employees Pension Plan in the asset neighbourhood

San Antonio Winery, Inc. Defined Benefit Pension PlanSan Antonio Winery, Inc. Def…$11MJones Dairy Farm Union Employees Pension PlanJones Dairy Farm Union Emplo…$11MRetirement Plan of Doncasters Inc. Applicable to Employees Paid in United States DollarsRetirement Plan of Doncaster…$11MSbera Pension Plan as Adopted by Walpole Co-Operative BankSbera Pension Plan as Adopte…$11MRetirement Plan for Employees of Huntington Medical Research InstitutesRetirement Plan for Employee…$11M
End-of-year total assets ($M) among Jones Dairy Farm Union Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN390380850
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Dairy Farm & Subsidiary)

Sponsor-wide plan assets over time

All Jones Dairy Farm & Subsidiary plans reported in each filing year

Latest sponsor-wide plan assets
$79M 21.448892172321283% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $65.2M $79.1M ▲ +21.5%
Year Plans Participants Total Assets
2022 4 745 $65M
2023 4 690 $73M
2024 4 678 $79M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jones Dairy Farm Union Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Jones Dairy Farm Union Employees Pension Plan, Total assets ($B): 0.011119612 · Participants: 198Jones Dairy Farm Union Employees Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Jones Dairy Farm Union Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Jones Dairy Farm Union Employees Pension Plan side-by-side with 3 peers →

Jones Dairy Farm Union Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars in CT ($11M); by covered participants it is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees in TN (198 participants). Same-state nearby plans are listed separately above.

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 Jones Dairy Farm Union Employees Pension Plan assets move in 2023? ▼
Jones Dairy Farm Union Employees Pension Plan grew at a solid clip - up 12.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have Jones Dairy Farm & Subsidiary plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Dairy Farm & Subsidiary's sponsor-wide assets grew 21.4%, from $65M to $79M.
Which Defined Benefit (Pension) plans are similar in size to Jones Dairy Farm Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars in CT ($11M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jones Dairy Farm Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees in TN (198 participants, $327M 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 390380850.

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.