401(k) · DOL Form 5500 · 2023

United Dairy Farmers, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,982
Participants Near avg headcount
83rd
Percentile by assets National rank
$20,504
Avg per participant Low balance/head
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Official DOL plan name: United Dairy Farmers, Inc. Incentive Savings Plan · Sponsored by United Dairy Farmers, Inc. · Ohio · Retail Trade

$41M in assets, 1,982 participants

United Dairy Farmers, Inc.'s United Dairy Farmers, Inc. Incentive Savings Plan reported $41M in total assets and 1,982 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,615 in Retail Trade (8,414 peers)

Coverage in Ohio

United Dairy Farmers, Inc. Incentive Savings Plan covers 1,982 participants in Ohio, 2.6x the typical Ohio plan (state average ~765 per filing). Assets: $41M.

#7,615
in Retail Trade (8,414 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

United Dairy Farmers, Inc. Incentive Savings Plan's outsized position by total assets

United Dairy Farmers, Inc. Incentive Savings Plan vs every filed plan by assets

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

$40,639,462 Top 17% higher than 83% 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. Incentive Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Dairy Farmers, Inc. Incentive Savings Plan lands in the large band (1,982 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Dairy Farmers, Inc. Incentive Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • United Dairy Farmers, Inc. Incentive Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • United Dairy Farmers, Inc. Incentive Savings Plan reported participants rose from 1,902 in the plan year 2022 filing to 1,982 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311361170 · United Dairy Farmers, Inc. PY 2023 · 401(k)

United Dairy Farmers, Inc. Incentive Savings Plan · $41M · 1,982 · 83rd

  • BOOK $41M
  • VS-ST 1,982
  • BOY 83rd
  • SCH 401(k)
  • EBSA near Colonna's Shipyard, Inc. Retirement Plan
  • PART ind #7615

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. Incentive Savings Plan in the asset neighbourhood

Anderson Automotive Group 401(k) Profit Sharing PlanAnderson Automotive Group 40…$41MUnited Dairy Farmers, Inc. Incentive Savings PlanUnited Dairy Farmers, Inc. I…$41MColonna's Shipyard, Inc. Retirement PlanColonna's Shipyard, Inc. Ret…$41MAmalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$41MAcig Insurance Company 401(k) PlanAcig Insurance Company 401(k…$41M
End-of-year total assets ($M) among United Dairy Farmers, Inc. Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN311361170
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Dairy Farmers, Inc.)

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

Nearby 401(k) Plans in Ohio

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

United Dairy Farmers, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants United Dairy Farmers, Inc. Incentive Savings Plan, Total assets ($B): 0.040639462 · Participants: 1982United Dairy Farmers, Inc. Incentive Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
United Dairy Farmers, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare United Dairy Farmers, Inc. Incentive Savings Plan side-by-side with 3 peers →

United Dairy Farmers, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Colonna's Shipyard, Inc. Retirement Plan in VA ($41M); by covered participants it is Morley Companies, Inc. 401(k) Profit Sharing Plan & Trust in MI (1,982 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,982 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. Incentive Savings Plan assets move in 2023? ▼
United Dairy Farmers, Inc. Incentive Savings Plan grew sharply - up 19.4% during 2023, from $34M to $41M. Reported net income was $5M.
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.
Where does United Dairy Farmers, Inc. Incentive Savings Plan rank by assets among Form 5500 filers? ▼
United Dairy Farmers, Inc. Incentive Savings Plan ranks in the 83rd 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 Dairy Farmers, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colonna's Shipyard, Inc. Retirement Plan in VA ($41M, 637 participants).
Which 401(k) plans cover a similar participant headcount to United Dairy Farmers, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Morley Companies, Inc. 401(k) Profit Sharing Plan & Trust in MI (1,982 participants, $40M 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.