401(k) · DOL Form 5500 · 2023
River Valley Cooperative 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 334
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $125,721
- Avg per participant Near avg balance/head
Official DOL plan name: The Restated Thrift/Profit Sharing Plan for Cooperatives · Sponsored by River Valley Cooperative · Iowa · Agriculture, Forestry & Fishing
$42M in assets, 334 participants
River Valley Cooperative's The Restated Thrift/Profit Sharing Plan for Cooperatives reported $42M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #1,158 in Agriculture, Forestry & Fishing (1,288 peers)
Where The Restated Thrift/Profit Sharing Plan for Cooperatives sits by assets
The Restated Thrift/Profit Sharing Plan for Cooperatives sits in the top quartile of all filed plans by assets, $42M for 334 participants (~$125,721/participant), up 10.7% in 2023.
- #1,158
- in Agriculture, Forestry & Fishing (1,288 peers)
- +10.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Restated Thrift/Profit Sharing Plan for Cooperatives's outsized position by total assets
The Restated Thrift/Profit Sharing Plan for Cooperatives vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,990,910 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Restated Thrift/Profit Sharing Plan for Cooperatives 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. The Restated Thrift/Profit Sharing Plan for Cooperatives sits mid-pack in the medium band (334 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Restated Thrift/Profit Sharing Plan for Cooperatives reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Restated Thrift/Profit Sharing Plan for Cooperatives end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- The Restated Thrift/Profit Sharing Plan for Cooperatives reported participants rose from 312 in the plan year 2022 filing to 334 in the plan year 2023 filing.
DOL schedule card
Filing strip 420244210 · River Valley Cooperative PY 2023 · 401(k)
The Restated Thrift/Profit Sharing Plan for Cooperatives · $42M · 334 · 84th
- PCT $42M
- EIN 334
- RANK 84th
- PHOTO 401(k)
- IND near Clipper Magazine, LLC 401(k) Plan
- EOY ind #1158
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 Iowa →
The Restated Thrift/Profit Sharing Plan for Cooperatives in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $4M |
| Employer EIN | 420244210 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (River Valley Cooperative)
Sponsor-wide plan assets over time
All River Valley Cooperative plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 12.887381563994438% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 341 | $51M |
| 2023 | 2 | 359 | $56M |
| 2024 | 2 | 401 | $58M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
The Restated Thrift/Profit Sharing Plan for Cooperatives's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Clipper Magazine, LLC 401(k) Plan in PA ($42M); by covered participants it is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Clipper Magazine, LLC 401(k) Plan (PA) $42M · 632
- Infrastructure Consulting & Engineering, PLLC 401(k) Plan (SC) $42M · 415
- Endologix Savings Plan (CA) $42M · 419
- Falken Tire Corporation 401(k) Plan (CA) $42M · 353
Similar participant headcount
Nearest other-state filings by covered participants (334 participants); asset peers above are excluded.
- Investment Corporation of Palm Beach 401(k) Plan (FL) 334 · 0 off
- Airmar Technology Corporation 401(k) Plan (NH) 334 · 0 off
- Profit Sharing Retirement Plan for Employees of Res and Kondex (WI) 334 · 0 off
- Tarrytown Expocare 401(k) Plan (TX) 334 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.