Money Purchase · DOL Form 5500 · 2023

United Dairy Farmers, Inc. Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
671
Participants Below avg headcount
68th
Percentile by assets National rank
$23,283
Avg per participant Low balance/head
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Official DOL plan name: United Dairy Farmers, Inc. Money Purchase · Sponsored by United Dairy Farmers, Inc. · Ohio · Retail Trade

$16M in assets, 671 participants

United Dairy Farmers, Inc.'s United Dairy Farmers, Inc. Money Purchase reported $16M in total assets and 671 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,616 in Retail Trade (8,414 peers)

United Dairy Farmers, Inc. multi-year trail

United Dairy Farmers, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows United Dairy Farmers, Inc. Money Purchase at $16M / 671 participants.

#6,616
in Retail Trade (8,414 peers)
+7.8%
assets growth YoY

United Dairy Farmers, Inc. Money Purchase's outsized position by total assets

United Dairy Farmers, Inc. Money Purchase vs every filed plan by assets

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

$15,623,225 Top 32% higher than 68% 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

United Dairy Farmers, Inc. Money Purchase 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 Dairy Farmers, Inc. Money Purchase sits mid-pack in the medium band (671 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Dairy Farmers, Inc. Money Purchase reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • United Dairy Farmers, Inc. Money Purchase end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • United Dairy Farmers, Inc. Money Purchase reported participants rose from 659 in the plan year 2022 filing to 671 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311361170 · United Dairy Farmers, Inc. PY 2023 · Money Purchase

United Dairy Farmers, Inc. Money Purchase · $16M · 671 · 68th

  • IND $16M
  • IND 671
  • IND 68th
  • IND Money Purchase
  • IND near Pleasant Valley Hospital Employees' Pension 401(a) Plan
  • IND ind #6616

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 Retail Trade retirement plans → · Plans in Ohio →

United Dairy Farmers, Inc. Money Purchase in the asset neighbourhood

United Union of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension PlanUnited Union of Roofers, Wat…$16MBlackstone Valley Community Health Care Retirement PlanBlackstone Valley Community …$16MIla Warehouse Employees Pension FundIla Warehouse Employees Pens…$16MUnited Dairy Farmers, Inc. Money PurchaseUnited Dairy Farmers, Inc. M…$16MPleasant Valley Hospital Employees' Pension 401(a) PlanPleasant Valley Hospital Emp…$16M
End-of-year total assets ($M) among United Dairy Farmers, Inc. Money Purchase and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

United Dairy Farmers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Dairy Farmers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 24.59983233944169% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.5M $60.5M ▲ +24.6%
Year Plans Participants Total Assets
2022 2 2,561 $49M
2023 2 2,653 $56M
2024 2 2,630 $60M

United Dairy Farmers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN311361170
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

United Dairy Farmers, Inc. Money Purchase vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants United Dairy Farmers, Inc. Money Purchase, Total assets ($B): 0.015623225 · Participants: 671United Dairy Farmers, Inc. Money PurchaseThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
United Dairy Farmers, Inc. Money Purchase vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare United Dairy Farmers, Inc. Money Purchase side-by-side with 3 peers →

United Dairy Farmers, Inc. Money Purchase's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Pleasant Valley Hospital Employees' Pension 401(a) Plan in WV ($16M); by covered participants it is Local Union 400 IBEW Joint Annuity Plan in NJ (669 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (671 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 United Dairy Farmers, Inc. Money Purchase assets move in 2023? ▼
United Dairy Farmers, Inc. Money Purchase grew at a solid clip - up 7.8% during 2023, from $14M to $16M. Reported net income was $1M.
How have United Dairy Farmers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Dairy Farmers, Inc.'s sponsor-wide assets grew 24.6%, from $49M to $60M.
Which Money Purchase plans are similar in size to United Dairy Farmers, Inc. Money Purchase? ▼
Among Money Purchase plans in other states, the closest by assets is Pleasant Valley Hospital Employees' Pension 401(a) Plan in WV ($16M, 306 participants).
Which Money Purchase plans cover a similar participant headcount to United Dairy Farmers, Inc. Money Purchase? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local Union 400 IBEW Joint Annuity Plan in NJ (669 participants, $273M 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 311361170.

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.