Defined Benefit (Pension) · DOL Form 5500 · 2023

Holstein Association USA, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
43
Participants Small participant base
63rd
Percentile by assets National rank
$287,115
Avg per participant High balance/head
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Official DOL plan name: Holstein Association USA, Inc. Amended and Restated Pension Plan · Sponsored by Holstein Association USA, Inc. · Vermont · Agriculture, Forestry & Fishing

$12M in assets, 43 participants

Holstein Association USA, Inc.'s Holstein Association USA, Inc. Amended and Restated Pension Plan reported $12M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #889 in Agriculture, Forestry & Fishing (1,288 peers)

Holstein Association USA, Inc. multi-year trail

Holstein Association USA, Inc.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows Holstein Association USA, Inc. Amended and Restated Pension Plan at $12M / 43 participants.

#889
in Agriculture, Forestry & Fishing (1,288 peers)
+2.9%
assets growth YoY

Holstein Association USA, Inc. Amended and Restated Pension Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Holstein Association USA, Inc. Amended and Restated Pension Plan vs every filed plan by assets

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

$12,345,932 Top 37% higher than 63% 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

Holstein Association USA, Inc. Amended and Restated 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. Holstein Association USA, Inc. Amended and Restated Pension Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holstein Association USA, Inc. Amended and Restated Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $351K in the plan year 2023 filing.
  • Holstein Association USA, Inc. Amended and Restated Pension Plan reported participants fell from 48 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Holstein Association USA, Inc. Amended and Restated Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030130760 · Holstein Association USA, Inc. PY 2023 · Defined Benefit (Pension)

Holstein Association USA, Inc. Amended and Restated Pension Plan · $12M · 43 · 63rd

  • EOY $12M
  • 5500 43
  • ASSETS 63rd
  • PCT Defined Benefit (Pension)
  • EIN near Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.
  • RANK ind #889

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 Vermont →

Holstein Association USA, Inc. Amended and Restated Pension Plan in the asset neighbourhood

Ohio Operating Engineers Health & Welfare Staff Emps Pension PlanOhio Operating Engineers Hea…$12MArizona Chemical Retirement Plan for Collectively Bargained EmployeesArizona Chemical Retirement …$12MHolstein Association USA, Inc. Amended and Restated Pension PlanHolstein Association USA, In…$12MRetirement Plan for Hourly and Salaried Employees of Donsco, Inc.Retirement Plan for Hourly a…$12MViscofan USA, Inc. Retirement PlanViscofan USA, Inc. Retiremen…$12M
End-of-year total assets ($M) among Holstein Association USA, Inc. Amended and Restated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Holstein Association USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holstein Association USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 18.869624975487042% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.2M $38.2M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 141 $32M
2023 2 129 $35M
2024 2 131 $38M

Holstein Association USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$351K
Employer EIN030130760
Plan Effective Date1953-08-17
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Vermont

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

Holstein Association USA, Inc. Amended and Restated Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Holstein Association USA, Inc. Amended and Restated Pension Plan, Total assets ($M): 12.345932 · Participants: 43Holstein Association USA, Inc. Amended and Restated Pension PlanNational Life Group Pension Plan for Employees, Total assets ($M): 322.826507 · Participants: 789National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 144.600053 · Participants: 230Employees' Retirement Plan of Green Mountain Power CorporationCentral Vermont Medical Center Employees Pension Plan, Total assets ($M): 98.336256 · Participants: 451Central Vermont Medical Center Employees Pension PlanNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 65.512531 · Participants: 311Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontVermont Mutual Insurance Company Employees' Pension Plan, Total assets ($M): 59.946958 · Participants: 80Vermont Mutual Insurance Company Employees' Pension Plan
Holstein Association USA, Inc. Amended and Restated Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
Compare Holstein Association USA, Inc. Amended and Restated Pension Plan side-by-side with 3 peers →

Holstein Association USA, Inc. Amended and Restated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. in PA ($12M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Holstein Association USA, Inc. Amended and Restated Pension Plan assets move in 2023? ▼
Holstein Association USA, Inc. Amended and Restated Pension Plan edged up modestly - up 2.9% during 2023, from $12M to $12M. Reported net income was $351K.
How have Holstein Association USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holstein Association USA, Inc.'s sponsor-wide assets grew 18.9%, from $32M to $38M.
Which Defined Benefit (Pension) plans are similar in size to Holstein Association USA, Inc. Amended and Restated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Hourly and Salaried Employees of Donsco, Inc. in PA ($12M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holstein Association USA, Inc. Amended and Restated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $28M 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 030130760.

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.