401(k) · DOL Form 5500 · 2023

Key Cooperative 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
261
Participants Below avg headcount
78th
Percentile by assets National rank
$105,677
Avg per participant Below avg balance/head
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Official DOL plan name: Ubg 401(k) - Key Coop · Sponsored by Key Cooperative · Iowa · Agriculture, Forestry & Fishing

$28M in assets, 261 participants

Key Cooperative's Ubg 401(k) - Key Coop reported $28M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,097 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Iowa

Ubg 401(k) - Key Coop covers 261 participants in Iowa, about 43% of the average Iowa filer (state average ~609 per filing). Assets: $28M.

#1,097
in Agriculture, Forestry & Fishing (1,288 peers)
+10.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ubg 401(k) - Key Coop's outsized position by total assets

Ubg 401(k) - Key Coop vs every filed plan by assets

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

$27,581,651 Top 22% higher than 78% 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

Ubg 401(k) - Key Coop 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. Ubg 401(k) - Key Coop sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubg 401(k) - Key Coop reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ubg 401(k) - Key Coop end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Ubg 401(k) - Key Coop reported participants rose from 252 in the plan year 2022 filing to 261 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420242395 · Key Cooperative PY 2023 · 401(k)

Ubg 401(k) - Key Coop · $28M · 261 · 78th

  • BOY $28M
  • BOY 261
  • BOY 78th
  • BOY 401(k)
  • BOY near Blue Trust Inc. Retirement Plan
  • BOY ind #1097

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 →

Ubg 401(k) - Key Coop in the asset neighbourhood

Aaa Central Penn 401(k) Plan$28MUbg 401(k) - Key Coop$28MBlue Trust Inc. Retirement PlanBlue Trust Inc. Retirement P…$28MKeany Produce & Gourmet and Related Entities 401(k) PlanKeany Produce & Gourmet and …$28MQumulo, Inc. 401(k) Plan$28M
End-of-year total assets ($M) among Ubg 401(k) - Key Coop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN420242395
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Key Cooperative)

Sponsor-wide plan assets over time

All Key Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$30M 22.33500368909109% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $30.5M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 252 $25M
2023 1 261 $28M
2024 1 257 $30M

Nearby 401(k) Plans in Iowa

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

Ubg 401(k) - Key Coop vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ubg 401(k) - Key Coop, Total assets ($B): 0.027581651 · Participants: 261Ubg 401(k) - Key CoopThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Ubg 401(k) - Key Coop vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ubg 401(k) - Key Coop side-by-side with 3 peers →

Ubg 401(k) - Key Coop's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Blue Trust Inc. Retirement Plan in GA ($28M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Ubg 401(k) - Key Coop assets move in 2023? ▼
Ubg 401(k) - Key Coop grew at a solid clip - up 10.8% during 2023, from $25M to $28M. Reported net income was $3M.
How have Key Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Key Cooperative's sponsor-wide assets grew 22.3%, from $25M to $30M.
Where does Ubg 401(k) - Key Coop rank by assets among Form 5500 filers? ▼
Ubg 401(k) - Key Coop ranks in the 78th 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 Ubg 401(k) - Key Coop? ▼
Among 401(k) plans in other states, the closest by assets is Blue Trust Inc. Retirement Plan in GA ($28M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Ubg 401(k) - Key Coop? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 participants, $4M 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 420242395.

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.