Defined Benefit (Pension) · DOL Form 5500 · 2023

Jones Dairy Farm & Subsidiary Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
52
Participants Small participant base
54th
Percentile by assets National rank
$152,285
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones Dairy Farm Non Union Employees Pension Plan · Sponsored by Jones Dairy Farm & Subsidiary · Wisconsin · Manufacturing

$8M in assets, 52 participants

Jones Dairy Farm & Subsidiary's Jones Dairy Farm Non Union Employees Pension Plan reported $8M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,240 in Manufacturing (18,722 peers)

Jones Dairy Farm & Subsidiary multi-year trail

Jones Dairy Farm & Subsidiary's plans moved +21.4% in assets from 2022 to 2024; this filing shows Jones Dairy Farm Non Union Employees Pension Plan at $8M / 52 participants.

#7,240
in Manufacturing (18,722 peers)
+12.3%
assets growth YoY

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

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

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

$7,918,811 Top 46% higher than 54% 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 Non Union Employees Pension Plan among smaller 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 Non Union Employees Pension Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones Dairy Farm Non Union Employees Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $866K in the plan year 2023 filing.
  • Jones Dairy Farm Non Union Employees Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jones Dairy Farm Non Union Employees Pension Plan reported participants fell from 54 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Jones Dairy Farm Non Union Employees Pension Plan · $8M · 52 · 54th

  • PHOTO $8M
  • IND 52
  • EOY 54th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan of the Blood Bank of Hawaii
  • PCT ind #7240

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 Non Union Employees Pension Plan in the asset neighbourhood

Retirement Plan of the Blood Bank of HawaiiRetirement Plan of the Blood…$8MRoofers Local No. 75 Pension FundRoofers Local No. 75 Pension…$8MEmployee Benefits Plan of the William Breman Jewish Home, IncEmployee Benefits Plan of th…$8MJones Dairy Farm Non Union Employees Pension PlanJones Dairy Farm Non Union E…$8MTile Setters and Finishers of No Ca Pension PlanTile Setters and Finishers o…$8M
End-of-year total assets ($M) among Jones Dairy Farm Non Union Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Jones Dairy Farm & Subsidiary multi-year asset trail

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

Jones Dairy Farm & Subsidiary filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$866K
Employer EIN390380850
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Jones Dairy Farm Non 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 ($B) Participants Jones Dairy Farm Non Union Employees Pension Plan, Total assets ($B): 0.007918811 · Participants: 52Jones Dairy Farm Non 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 Non Union Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Jones Dairy Farm Non Union Employees Pension Plan side-by-side with 3 peers →

Jones Dairy Farm Non 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 the Blood Bank of Hawaii in HI ($8M); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Jones Dairy Farm Non Union Employees Pension Plan assets move in 2023? ▼
Jones Dairy Farm Non Union Employees Pension Plan grew at a solid clip - up 12.3% during 2023, from $7M to $8M. Reported net income was $866K.
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 Non Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of the Blood Bank of Hawaii in HI ($8M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jones Dairy Farm Non Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants, $130M 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.